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Xcel Energy
XEL

Overview Fund Activity

933 hedge funds and large institutions have $27.1B invested in Xcel Energy in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 367 increasing their positions, 279 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
-5
Holders Change %
-0.53%
% of All Funds
16.13%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.16%
New
76
Increased
367
Reduced
279
Closed
73
Calls
$73.5M
Puts
$56.1M
Net Calls
+$17.4M
Net Calls Change
-$17.8M

Top Buyers

1
Millennium Management
Millennium Management
New York
$227M
2
Deutsche Bank
Deutsche Bank
Germany
$322M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$182M
4
Renaissance Technologies
Renaissance Technologies
New York
$81.2M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$73.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$502M
2
Victory Capital Management
Victory Capital Management
Texas
$353M
3
Citadel Advisors
Citadel Advisors
Florida
$20M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$256M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
601
GPS Wealth Strategies Group
Colorado
$322K +$1.28K +20 +0.4%
FB
602
Fulton Bank
Pennsylvania
$321K +$37.4K +584 +13%
AC
603
ASB Consultores
Florida
$320K – – –
OIA
604
OneDigital Investment Advisors
Kansas
$319K -$8.7K -136 -3%
ACM
605
AlphaStar Capital Management
North Carolina
$316K -$10.4K -162 -3%
FIM
606
Freedom Investment Management
Connecticut
$316K +$14.7K +229 +5%
AC
607
Abbrea Capital
California
$314K – – –
VVP
608
Venture Visionary Partners
Ohio
$313K -$320 -5 -0.1%
LIM
609
Leavell Investment Management
Alabama
$313K – – –
BPWM
610
Badgley Phelps Wealth Managers
Washington
$311K – – –
IB
611
Intrust Bank
Kansas
$311K +$34.1K +533 +12%
PA
612
Parallel Advisors
California
$309K -$19.1K -299 -6%
KPWS
613
Kestra Private Wealth Services
Texas
$309K +$23.1K +360 +8%
UB
614
UMB Bank
Missouri
$308K -$4.67K -73 -1%
MA
615
Montag & Associates
Georgia
$307K – – –
EB
616
Eastern Bank
Massachusetts
$304K -$12.5K -194 -4%
CIA
617
Capital Investment Advisors
Georgia
$303K +$512 +8 +0.2%
LWAC
618
Laurel Wealth Advisors (California)
California
$302K -$109K -1,714 -27%
CI
619
Conning Inc
Connecticut
$297K -$71.1K -1,113 -19%
BP
620
Ballentine Partners
Massachusetts
$296K +$41.2K +644 +16%
VWA
621
V Wealth Advisors
Kansas
$295K +$2.3K +36 +0.8%
CRWM
622
Castle Rock Wealth Management
California
$294K – – –
CAMG
623
CWA Asset Management Group
Florida
$294K +$128 +2 +0%
CAG
624
Csenge Advisory Group
Florida
$294K +$5.77K +90 +2%
DWM
625
Destination Wealth Management
California
$293K – – –
23 24
25
26 27