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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 %
SIC
626
Samalin Investment Counsel
New York
$295K +$44.5K +715 +18%
AS
627
Altshuler Shaham
Israel
$295K -$107K -1,723 -27%
CAMG
628
CWA Asset Management Group
Florida
$294K -$7.65K -123 -3%
DTL
629
Dynamic Technology Lab
Singapore
$293K +$293K +4,715 New
TPCW
630
TD Private Client Wealth
New York
$292K -$4.35K -70 -1%
LFG
631
Larson Financial Group
Missouri
$288K -$38.6K -621 -12%
AT
632
Arvest Trust
Oklahoma
$287K +$287K +4,571 New
HL
633
HeadInvest LLC
Maine
$285K -$20.9K -350 -7%
RC
634
Resolution Capital
Australia
$284K +$19K +306 +7%
SAF
635
Smith Anglin Financial
Texas
$284K +$2.11K +34 +0.8%
DWM
636
Destination Wealth Management
California
$283K – – –
SSB
637
Sandy Spring Bank
Maryland
$283K +$1.49K +24 +0.5%
LNC
638
Lincoln National Corp
Pennsylvania
$283K -$1.93K -31 -0.7%
LSPW
639
Lake Street Private Wealth
Illinois
$282K +$3.67K +59 +1%
CL
640
Choreo LLC
Illinois
$282K +$3.07K +49 +1%
BL
641
Balentine LLC
Georgia
$281K -$263K -4,231 -48%
FCP
642
Fidelis Capital Partners
Florida
$280K +$2.3K +37 +0.8%
GHAM
643
Gilman Hill Asset Management
Connecticut
$280K – – –
TL
644
Tradewinds LLC
North Carolina
$279K +$11.6K +186 +4%
EST
645
EA Series Trust
Pennsylvania
$279K +$279K +4,480 New
EF
646
Empowered Funds
Pennsylvania
$279K +$279K +4,480 New
FHA
647
First Horizon Advisors
Tennessee
$277K – – –
SEC
648
Seven Eight Capital
New York
$277K -$652K -10,494 -70%
ICG
649
InterOcean Capital Group
Tennessee
$277K +$277K +4,452 New
QFA
650
Quantum Financial Advisors
California
$276K – – –
24 25
26
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