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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 %
WSTAM
626
Wilbanks Smith & Thomas Asset Management
Virginia
$292K -$4.22K -66 -1%
AAM
627
Aureus Asset Management
Massachusetts
$292K – – –
FBFS
628
First Business Financial Services
Wisconsin
$291K – – –
WA
629
Wealth Alliance
New York
$291K +$7.42K +116 +3%
LSPW
630
Lake Street Private Wealth
Illinois
$288K -$25.6K -400 -8%
FHA
631
First Horizon Advisors
Tennessee
$288K -$6.37K -100 -2%
SC
632
SouthState Corp
Florida
$287K – – –
QFA
633
Quantum Financial Advisors
California
$286K +$64 +1 +0%
SAF
634
Smith Anglin Financial
Texas
$286K +$64 +1 +0%
RC
635
Resolution Capital
Australia
$285K -$56.9K -890 -17%
BCM
636
Brookstone Capital Management
Illinois
$284K +$8.99K +155 +3%
LFG
637
Leverty Financial Group
Wisconsin
$283K – – –
GHAM
638
Gilman Hill Asset Management
Connecticut
$282K – – –
TWA
639
TCI Wealth Advisors
Arizona
$282K +$703 +11 +0.3%
WP
640
WealthSource Partners
California
$281K +$641 +10 +0.2%
Axa
641
Axa
France
$280K -$78.8K -1,231 -22%
FA
642
FDx Advisors
Illinois
$280K -$70.6K -1,104 -20%
LNC
643
Lincoln National Corp
Pennsylvania
$279K +$34.6K +540 +14%
KHCM
644
Kettle Hill Capital Management
New York
$279K +$279K +4,362 New
SF
645
Synovus Financial
Georgia
$278K -$1.41K -22 -0.5%
HR
646
Howe & Rusling
New York
$278K – – –
XF
647
XML Financial
Maryland
$277K +$48.4K +757 +21%
DGAM
648
Desjardins Global Asset Management
Quebec, Canada
$276K – – –
GW
649
GW & Wade
Massachusetts
$272K +$10K +157 +4%
TL
650
Tradewinds LLC
North Carolina
$271K +$79.8K +1,248 +42%
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