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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 %
M
751
MOTCO
Texas
$156K +$15.6K +251 +11%
FCMT
752
Founders Capital Management (Texas)
Texas
$155K – – –
OAM
753
Ostrum Asset Management
France
$154K +$187 +3 +0.1%
VC
754
Vestor Capital
Illinois
$150K -$1.55K -25 -1%
JGIA
755
Jackson Grant Investment Advisers
Connecticut
$148K – – –
WT
756
Washington Trust
Rhode Island
$145K -$3.73K -60 -3%
WWM
757
Wolff Wiese Magana
California
$142K +$497 +8 +0.4%
CT
758
Colonial Trust
South Carolina
$142K -$9.5K -155 -6%
WAM
759
WFA Asset Management
Wisconsin
$137K +$995 +16 +0.7%
VCM
760
Versant Capital Management
Arizona
$133K -$62 -1 -0%
JFA
761
JNBA Financial Advisors
Minnesota
$133K -$1.56K -25 -1%
LC
762
Lindbrook Capital
California
$129K -$2.61K -42 -2%
ECM
763
Elgethun Capital Management
South Dakota
$125K +$125K +2,003 New
SA
764
SRH Advisors
Kansas
$124K – – –
FFA
765
Farther Finance Advisors
California
$123K +$124 +2 +0.1%
DCM
766
Dupont Capital Management
Delaware
$120K -$276K -4,445 -70%
KC
767
Kepos Capital
New York
$119K +$119K +1,918 New
MAM
768
Marquette Asset Management
Minnesota
$116K +$24.9K +400 +27%
HPC
769
HM Payson & Co
Maine
$112K – – –
FCT
770
First Community Trust
Iowa
$112K – – –
HDIM
771
Hanson & Doremus Investment Management
Vermont
$109K – – –
HCP
772
Hexagon Capital Partners
Arkansas
$109K -$6.65K -107 -6%
SC
773
Steph & Co
Wisconsin
$106K – – –
First Manhattan
774
First Manhattan
New York
$106K – – –
FMTCOCP
775
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$105K – – –
29 30
31
32 33