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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
$992M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$82M
3
Morgan Stanley
Morgan Stanley
New York
$367M
4
IIM
INTECH Investment Management
Florida
$54.7M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$985M

Top Sellers

1
MAM
Magellan Asset Management
Australia
$204M
2
Deutsche Bank
Deutsche Bank
Germany
$122M
3
ESCM
Echo Street Capital Management
New York
$0
4
Cohen & Steers
Cohen & Steers
New York
$2.16M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
726
NWAM LLC
Washington
$208K +$7.03K +113 +4%
HR
727
Howe & Rusling
New York
$207K – – –
P
728
Pitcairn
Pennsylvania
$207K +$13.6K +218 +7%
ILI
729
Invesco LLC (Illinois)
Illinois
$206K +$206K +3,321 New
SBIA
730
Sheaff Brock Investment Advisors
Indiana
$206K – – –
CWS
731
Confluence Wealth Services
Pennsylvania
$206K -$1.49K -24 -0.7%
FBC
732
Fairfield, Bush & Co
Connecticut
$205K – – –
SI
733
Stephens Inc
Arkansas
$204K +$10.8K +174 +6%
FWM
734
FFT Wealth Management
Pennsylvania
$203K -$2.49K -40 -1%
CI Investments Inc
735
CI Investments Inc
Ontario, Canada
$203K +$46.3K +744 +30%
MIM
736
Morningstar Investment Management
Illinois
$203K +$203K +3,268 New
CCM
737
Chilton Capital Management
Texas
$202K – – –
WCM
738
Windsor Capital Management
Arizona
$201K +$1.18K +19 +0.6%
SWM
739
Segment Wealth Management
Texas
$201K – – –
Capstone Investment Advisors
740
Capstone Investment Advisors
New York
$195K +$195K +3,137 New
CSPIA
741
Cary Street Partners Investment Advisory
Virginia
$190K -$435 -7 -0.2%
GIA
742
GHP Investment Advisors
Colorado
$188K +$1.91K +32 +1%
SS
743
Sunbelt Securities
Texas
$187K – – –
ZB
744
Zions Bancorporation
Utah
$183K -$3.86K -62 -2%
CWM
745
Cranbrook Wealth Management
Michigan
$181K – – –
ST
746
Smithfield Trust
Pennsylvania
$170K -$1.24K -20 -0.7%
CFB
747
Cullen/Frost Bankers
Texas
$169K +$373 +6 +0.2%
HFM
748
Harvest Fund Management
China
$168K +$78.6K +1,264 +88%
PTC
749
Private Trust Company
Ohio
$167K -$178K -2,859 -52%
RTC
750
Riverview Trust Company
Washington
$158K – – –
28 29
30
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