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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 %
Fidelity International
776
Fidelity International
Bermuda
$87K -$28.3M -441,690 -100%
CSB
777
City State Bank
Iowa
$84K – – –
EBA
778
Eagle Bay Advisors
New York
$80K -$6.31K -98 -7%
EWM
779
Endurance Wealth Management
Rhode Island
$78K – – –
IAMOG
780
Investors Asset Management of Georgia
Georgia
$77K – – –
SWA
781
SOA Wealth Advisors
New York
$76K +$254 +4 +0.3%
FMP
782
Financial Management Professionals
Texas
$75K – – –
WTA
783
Washington Trust Advisors
Massachusetts
$73K +$256 +4 +0.4%
TCOV
784
Trust Company of Vermont
Vermont
$72K -$7.6K -119 -10%
EW
785
Evoke Wealth
California
$72K – – –
FCA
786
FinTrust Capital Advisors
South Carolina
$71K – – –
WAS
787
Winch Advisory Services
Wisconsin
$71K +$513 +8 +0.7%
TFS
788
TrustCore Financial Services
Tennessee
$70K -$7.18K -112 -9%
Loomis, Sayles & Company
789
Loomis, Sayles & Company
Massachusetts
$68K +$66.3K +1,039 +3,996%
BCWM
790
Bartlett & Co Wealth Management
Ohio
$67.1K – – –
BC
791
Bartlett & Co
Ohio
$67K – – –
CHA
792
Carmichael Hill & Associates
Maryland
$66K – – –
NSIM
793
North Star Investment Management
Illinois
$66K – – –
NL
794
NVWM LLC
Pennsylvania
$66K +$14.4K +224 +28%
HGERS
795
Householder Group Estate & Retirement Specialist
Arizona
$65K +$65K +1,028 New
LWP
796
Laurel Wealth Planning
Minnesota
$64K -$2.37K -37 -4%
MMG
797
Monetary Management Group
Missouri
$64K – – –
BHWM
798
Beaird Harris Wealth Management
Texas
$62K +$62K +964 New
IA
799
IFS Advisors
Kansas
$61K – – –
AA
800
Ancora Advisors
Ohio
$61K +$3.81K +60 +7%
30 31
32
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