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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 %
BONH
776
Bank of New Hampshire
New Hampshire
$101K – – –
PB
777
Pinnacle Bancorp
Nebraska
$101K – – –
PPC
778
Park Place Capital
Alabama
$99.5K +$6.53K +105 +7%
AP
779
Arlington Partners
Alabama
$99.5K +$98K +1,576 +6,304%
DJSG
780
D.J. St. Germain
Massachusetts
$98.6K +$98.6K +1,586 New
PA
781
PSI Advisors
Florida
$98.5K – – –
RAM
782
Riggs Asset Management
Pennsylvania
$98.1K – – –
CTA
783
Colonial Trust Advisors
South Carolina
$93.9K – – –
AA
784
Alta Advisers
United Kingdom
$93.3K – – –
HIA
785
Harbor Investment Advisory
Maryland
$91.3K – – –
DAC
786
Dividend Assets Capital
South Carolina
$91K – – –
BCV
787
Banque Cantonale Vaudoise
Switzerland
$88K -$1.08M -17,487 -92%
CA
788
Clearstead Advisors
Ohio
$85.7K +$33.3K +535 +63%
CSB
789
City State Bank
Iowa
$82K – – –
FCA
790
FinTrust Capital Advisors
South Carolina
$81.7K – – –
VSQM
791
V-Square Quantitative Management
Illinois
$78.1K +$78.1K +1,256 New
BC
792
Bartlett & Co
Ohio
$78K +$12.6K +200 +19%
BCWM
793
Bartlett & Co Wealth Management
Ohio
$77.8K +$12.5K +200 +19%
EWM
794
Endurance Wealth Management
Rhode Island
$76K – – –
PFBT
795
Parkside Financial Bank & Trust
Missouri
$75.4K +$3.05K +49 +4%
SWA
796
SOA Wealth Advisors
New York
$75.1K +$187 +3 +0.2%
TCOV
797
Trust Company of Vermont
Vermont
$75.1K – – –
CSC
798
Caldwell Sutter Capital
California
$75.1K +$35.1K +564 +88%
FMP
799
Financial Management Professionals
Texas
$74K -$2.49K -40 -3%
WAS
800
Winch Advisory Services
Wisconsin
$70K +$557 +9 +0.8%
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