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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 %
SFA
676
Sequoia Financial Advisors
Ohio
$245K +$12.2K +191 +5%
EWM
677
Evercore Wealth Management
New York
$245K +$39.4K +615 +19%
PG
678
Pendal Group
Australia
$245K +$245K +3,830 New
APA
679
American Portfolios Advisors
New York
$244K -$43.3K -676 -15%
RJT
680
Raymond James Trust
Florida
$242K +$14.3K +223 +6%
BOH
681
Bank of Hawaii
Hawaii
$241K – – –
CCM
682
Chilton Capital Management
Texas
$241K – – –
Boston Partners
683
Boston Partners
Massachusetts
$241K +$18.3K +286 +8%
VCM
684
Versant Capital Management
Arizona
$235K – – –
SIM
685
Sentry Investment Management
Wisconsin
$233K – – –
LCM
686
LCM Capital Management
Illinois
$230K – – –
SQA
687
Simon Quick Advisors
New Jersey
$230K +$3.59K +56 +2%
APW
688
Austin Private Wealth
Texas
$228K – – –
CBT
689
CoreFirst Bank & Trust
Kansas
$228K – – –
ACA
690
Aptus Capital Advisors
Alabama
$228K +$228K +3,535 New
WT
691
Whittier Trust
California
$227K -$410K -6,400 -64%
RA
692
RFG Advisory
Alabama
$226K -$48.3K -733 -18%
CSPIA
693
Cary Street Partners Investment Advisory
Virginia
$225K +$24.7K +385 +12%
OWP
694
Obermeyer Wealth Partners
Colorado
$224K – – –
SWM
695
Segment Wealth Management
Texas
$224K – – –
TAM
696
Tealwood Asset Management
Minnesota
$224K – – –
LFG
697
Lockerman Financial Group
California
$220K +$16K +250 +8%
SSG
698
Summit Securities Group
New York
$220K +$220K +3,439 New
PFSC
699
Peoples Financial Services Corp
Pennsylvania
$218K – – –
ZCA
700
Zeke Capital Advisors
Pennsylvania
$218K – – –
26 27
28
29 30