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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 %
LFG
651
Leverty Financial Group
Wisconsin
$276K -$4.35K -70 -2%
Jones Financial Companies
652
Jones Financial Companies
Missouri
$274K -$104K -1,679 -28%
AC
653
Avestar Capital
New York
$273K -$2.43K -39 -0.9%
EB
654
Eastern Bank
Massachusetts
$270K -$2.92K -47 -1%
WA
655
Wealth Alliance
New York
$269K -$31.8K -511 -11%
HIP
656
HUB Investment Partners
Texas
$268K +$268K +4,316 New
WP
657
WealthSource Partners
California
$268K -$4.79K -77 -2%
TWA
658
TCI Wealth Advisors
Arizona
$266K -$50.6K -814 -16%
SC
659
SouthState Corp
Florida
$265K – – –
PA
660
Parallel Advisors
California
$265K -$5.6K -90 -2%
WPC
661
Wedmont Private Capital
Pennsylvania
$265K +$265K +4,116 New
CWM
662
Chesapeake Wealth Management
Virginia
$262K -$46.6K -750 -15%
SQA
663
Simon Quick Advisors
New Jersey
$262K +$933 +15 +0.4%
PCIA
664
Prime Capital Investment Advisors
Kansas
$261K +$40.7K +655 +18%
SF
665
Synovus Financial
Georgia
$261K -$808 -13 -0.3%
Boston Partners
666
Boston Partners
Massachusetts
$257K – – –
APA
667
Astoria Portfolio Advisors
New York
$256K -$5.53K -86 -2%
FBFS
668
First Business Financial Services
Wisconsin
$256K – – –
VIA
669
Vident Investment Advisory
Georgia
$255K -$6.85K -110 -3%
SAM
670
Strategy Asset Managers
California
$253K +$5.91K +95 +2%
GT
671
Glenview Trust
Kentucky
$252K +$7.9K +127 +3%
PAM
672
Peak Asset Management
Colorado
$251K -$53.2K -855 -17%
MCWS
673
McKinley Carter Wealth Services
West Virginia
$249K – – –
DZ Bank
674
DZ Bank
Germany
$249K – – –
GLLW
675
Graves Light Lenhart Wealth
Virginia
$249K – – –
25 26
27
28 29