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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 %
UWM
676
USAdvisors Wealth Management
Minnesota
$248K +$1.06K +17 +0.4%
CFS
677
CRA Financial Services
New Jersey
$248K – – –
PWP
678
Principle Wealth Partners
Connecticut
$247K – – –
WSTAM
679
Wilbanks Smith & Thomas Asset Management
Virginia
$246K – – –
CI
680
Conning Inc
Connecticut
$245K -$39.8K -640 -14%
KI
681
Kapitalo Investimentos
Brazil
$244K +$244K +3,923 New
GW
682
GW & Wade
Massachusetts
$243K +$1.55K +25 +0.6%
UM
683
UniSuper Management
Australia
$242K +$242K +3,900 New
IB
684
Intrust Bank
Kansas
$241K -$49.2K -792 -17%
CTA
685
Chesley Taft & Associates
Illinois
$239K – – –
KP
686
Keel Point
Alabama
$239K +$30.2K +485 +14%
QCG
687
Quadrant Capital Group
Ohio
$239K -$27.8K -446 -10%
RCM
688
RNC Capital Management
California
$238K +$47.7K +767 +25%
WIC
689
Woodmont Investment Counsel
Tennessee
$238K -$3.11K -50 -1%
APW
690
Austin Private Wealth
Texas
$238K +$16.4K +264 +7%
AWM
691
Accel Wealth Management
Iowa
$234K -$2.8K -45 -1%
IPAM
692
ICICI Prudential Asset Management
India
$233K +$13.7K +221 +6%
BOH
693
Bank of Hawaii
Hawaii
$232K -$1.93K -31 -0.8%
SCM
694
Schnieders Capital Management
California
$232K -$31.1K -500 -12%
AAM
695
Aureus Asset Management
Massachusetts
$231K – – –
MCM
696
Manchester Capital Management
Vermont
$230K +$7.59K +122 +3%
FHC
697
First Heartland Consultants
Missouri
$230K – – –
SVWAG
698
Sound View Wealth Advisors Group
Georgia
$229K +$5.35K +86 +2%
LCM
699
Lazari Capital Management
California
$229K +$229K +3,683 New
CW
700
CreativeOne Wealth
Kansas
$228K -$122K -1,968 -35%
26 27
28
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