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Xcel Energy
XEL

Overview Fund Activity

957 hedge funds and large institutions have $26.5B invested in Xcel Energy in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 337 increasing their positions, 332 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
-8
Holders Change %
-0.83%
% of All Funds
15.09%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
92
Increased
337
Reduced
332
Closed
96
Calls
$65.9M
Puts
$10.5M
Net Calls
+$55.4M
Net Calls Change
-$31.3M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$162M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$69M
3
Morgan Stanley
Morgan Stanley
New York
+$57.5M
4
IIM
INTECH Investment Management
Florida
+$47.9M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$44.1M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$205M
2
Deutsche Bank
Deutsche Bank
Germany
-$117M
3
ESCM
Echo Street Capital Management
New York
-$112M
4
Cohen & Steers
Cohen & Steers
New York
-$100M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFT
601
Alpha Family Trust
California
$331K – – –
VVP
602
Venture Visionary Partners
Ohio
$329K -$2.67K -43 -0.8%
CI
603
CX Institutional
Indiana
$327K -$18.2K -292 -5%
RSVP
604
Ramsay Stattman Vela & Price
Colorado
$325K – – –
SW
605
SVB Wealth
Massachusetts
$324K -$47.4K -763 -13%
JCIA
606
Jackson Creek Investment Advisors
Colorado
$324K -$64.9K -1,043 -17%
TC
607
Trust Company
Kansas
$324K +$145K +2,328 +81%
HBT
608
Hills Bank & Trust
Iowa
$324K -$8.27K -133 -2%
CWP
609
Concord Wealth Partners
Virginia
$323K – – –
EFM
610
E Fund Management
China
$321K -$47K -755 -13%
BPWM
611
Badgley Phelps Wealth Managers
Washington
$319K -$7.46K -120 -2%
CG
612
Caprock Group
Idaho
$316K +$8.78K +140 +3%
MAM
613
Madison Asset Management
Wisconsin
$315K +$315K +5,064 New
CRWM
614
Castle Rock Wealth Management
California
$314K – – –
RWP
615
RWA Wealth Partners
Massachusetts
$312K -$7.9K -127 -2%
WJWM
616
Williams Jones Wealth Management
New York
$311K -$373 -6 -0.1%
AWM
617
Axxcess Wealth Management
California
$311K -$26.4K -425 -8%
TAM
618
Trillium Asset Management
Massachusetts
$306K – – –
AC
619
Abbrea Capital
California
$306K – – –
ISWM
620
Independent Solutions Wealth Management
New York
$305K -$80.6K -1,296 -21%
LIM
621
Leavell Investment Management
Alabama
$305K – – –
BG
622
Benedetti & Gucer
Georgia
$303K – – –
MA
623
Montag & Associates
Georgia
$303K +$313 +5 +0.1%
UB
624
UMB Bank
Missouri
$297K -$6.96K -112 -2%
WB
625
WesBanco Bank
West Virginia
$297K +$297K +4,777 New
23 24
25
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