XEL icon

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 %
FPIS
701
Financial Planning & Information Services
Wisconsin
$216K +$216K +3,376 New
IFAM
702
Institutional & Family Asset Management
Colorado
$215K +$1.28K +20 +0.6%
FP
703
Financial Perspectives
Minnesota
$214K -$4.29K -67 -2%
ZB
704
Zions Bancorporation
Utah
$213K -$3.78K -59 -2%
SBIA
705
Sheaff Brock Investment Advisors
Indiana
$212K – – –
FBC
706
Fairfield, Bush & Co
Connecticut
$212K – – –
OWM
707
Orgel Wealth Management
Wisconsin
$212K – – –
DCM
708
Donaldson Capital Management
Indiana
$212K – – –
VIA
709
Virtus Investment Advisers
Connecticut
$212K +$212K +3,307 New
MFA
710
McClarren Financial Advisors
Pennsylvania
$211K +$1.47K +23 +0.7%
CWS
711
Confluence Wealth Services
Pennsylvania
$210K – – –
SLG
712
Stanley-Laman Group
Pennsylvania
$209K – – –
GCP
713
GSA Capital Partners
United Kingdom
$209K +$209K +3,271 New
CI
714
CX Institutional
Indiana
$208K -$5.44K -85 -3%
LFAS
715
Level Four Advisory Services
Texas
$208K -$2.63K -41 -1%
LP
716
LGL Partners
Pennsylvania
$208K +$208K +3,247 New
FWM
717
FFT Wealth Management
Pennsylvania
$208K +$208K +3,247 New
BB
718
Busey Bank
Illinois
$205K – – –
PIM
719
Perpetual Investment Management
Australia
$205K – – –
RP
720
Riverbridge Partners
Minnesota
$205K – – –
WHCI
721
W.H. Cornerstone Investments
Massachusetts
$205K +$205K +3,425 New
SHJ
722
Sharkey, Howes & Javer
Colorado
$203K -$140K -2,192 -41%
SVWAG
723
Sound View Wealth Advisors Group
Georgia
$203K – – –
WCM
724
Windsor Capital Management
Arizona
$203K +$1.15K +18 +0.6%
CWM
725
Cornerstone Wealth Management
Missouri
$202K +$639 +10 +0.3%
27 28
29
30 31