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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 %
OWP
701
Obermeyer Wealth Partners
Colorado
$227K – – –
TCM
702
Triumph Capital Management
Colorado
$223K +$6.22K +100 +3%
FGA
703
Fortis Group Advisors
New Jersey
$223K -$15.2K -244 -6%
SIM
704
Sentry Investment Management
Wisconsin
$223K +$223K +3,588 New
MA
705
Mutual Advisors
Nebraska
$222K -$315K -5,067 -59%
CBT
706
CoreFirst Bank & Trust
Kansas
$221K – – –
HIS
707
Horizon Investment Services
Indiana
$221K -$5.16K -83 -2%
PCM
708
Penserra Capital Management
California
$220K +$218K +3,538 +11,793%
CTWM
709
Cherry Tree Wealth Management
Minnesota
$220K +$220K +3,538 New
LCM
710
LCM Capital Management
Illinois
$220K -$3.79K -61 -2%
WT
711
Whittier Trust
California
$219K – – –
TAM
712
Tealwood Asset Management
Minnesota
$217K – – –
MG
713
Meritage Group
California
$216K +$13.8K +222 +7%
SM
714
STF Management
Texas
$216K -$178K -2,862 -45%
NAS
715
Nicolet Advisory Services
Wisconsin
$216K -$8.86K -139 -4%
FB
716
Fulton Bank
Pennsylvania
$215K -$12.8K -206 -6%
GSEP
717
Golden State Equity Partners
California
$214K +$13.1K +211 +7%
MGIA
718
Moneta Group Investment Advisors
Missouri
$212K -$51.3K -825 -19%
PFSC
719
Peoples Financial Services Corp
Pennsylvania
$211K – – –
IFAM
720
Institutional & Family Asset Management
Colorado
$210K +$1.31K +21 +0.6%
BTI
721
Blue Trust Inc
Georgia
$210K -$205K -3,045 -49%
MFA
722
McClarren Financial Advisors
Pennsylvania
$210K +$1.55K +25 +0.7%
BTW
723
Boston Trust Walden
Massachusetts
$208K +$208K +3,347 New
IF
724
Intrua Financial
Texas
$208K +$208K +3,346 New
FP
725
Financial Perspectives
Minnesota
$208K – – –
27 28
29
30 31