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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 %
AC
651
Avestar Capital
New York
$268K -$49.9K -780 -16%
PCI
652
Planning Center Inc
Illinois
$268K – – –
DWP
653
Destiny Wealth Partners
Florida
$267K +$66.1K +1,032 +33%
NIM
654
Nicollet Investment Management
Minnesota
$267K +$85.2K +1,332 +47%
CAM
655
Cresset Asset Management
Illinois
$266K -$317K -4,944 -54%
SSB
656
Sandy Spring Bank
Maryland
$265K -$14.3K -223 -5%
MCWS
657
McKinley Carter Wealth Services
West Virginia
$263K -$641 -10 -0.2%
NEWAS
658
N.E.W. Advisory Services
Wisconsin
$263K – – –
GLLW
659
Graves Light Lenhart Wealth
Virginia
$261K -$24.4K -381 -9%
SS
660
Simplicity Solutions
Minnesota
$257K +$66.3K +1,035 +35%
M
661
MOTCO
Texas
$257K +$144K +2,250 +128%
SAM
662
Strategy Asset Managers
California
$257K +$257K +4,021 New
AIA
663
Affinity Investment Advisors
California
$256K – – –
SA
664
Strategic Advisors
New York
$256K – – –
DZ Bank
665
DZ Bank
Germany
$256K – – –
AWM
666
Accel Wealth Management
Iowa
$256K +$1.26K +19 +0.5%
CFS
667
CRA Financial Services
New Jersey
$255K – – –
BA
668
Ballast Advisors
Minnesota
$255K +$320 +5 +0.1%
CTA
669
Chesley Taft & Associates
Illinois
$253K -$3.2K -50 -1%
UWM
670
USAdvisors Wealth Management
Minnesota
$252K -$20.9K -326 -8%
TCM
671
Triumph Capital Management
Colorado
$251K -$3.13K -49 -1%
SWM
672
Scissortail Wealth Management
Oklahoma
$251K +$251K +3,849 New
LAS
673
LWM Advisory Services
Florida
$250K +$16.4K +256 +7%
WIC
674
Woodmont Investment Counsel
Tennessee
$248K – – –
CL
675
Choreo LLC
Illinois
$245K -$672K -10,495 -73%
25 26
27
28 29