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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
1
Millennium Management
New York
$227M
2
Deutsche Bank
2
Deutsche Bank
Germany
$322M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$182M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$81.2M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$73.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$502M
2
Victory Capital Management
2
Victory Capital Management
Texas
$353M
3
Citadel Advisors
3
Citadel Advisors
Florida
$20M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$256M
5
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMAM
801
Picton Mahoney Asset Management
Ontario, Canada
$60K +$60K +934 New
TVWM
802
Tower View Wealth Management
Wisconsin
$59K +$447 +7 +0.8%
RAM
803
Riggs Asset Management
Pennsylvania
$58K – – –
APP
804
Alpha Paradigm Partners
Illinois
$58K – – –
KC
805
Kepos Capital
New York
$57K -$7.1K -110 -11%
BWA
806
BDO Wealth Advisors
Florida
$57K – – –
HH
807
HWG Holdings
Texas
$56K +$56K +874 New
HC
808
Hoese & Co
Minnesota
$54K – – –
CJL
809
Cyrus J. Lawrence
New York
$53K -$79.4K -1,250 -60%
AA
810
Addison Advisors
Vermont
$52K -$12K -187 -19%
SFO
811
Standard Family Office
South Dakota
$51K – – –
TCWA
812
Ten Capital Wealth Advisors
Washington
$51K – – –
CAL
813
Capital Advisors Ltd
Ohio
$50K +$7.71K +121 +18%
CA
814
Clearstead Advisors
Ohio
$49K +$7.22K +113 +17%
Bank of Montreal
815
Bank of Montreal
Ontario, Canada
$48.6K +$5.81K +77,032 +14%
EL
816
EMFO LLC
Florida
$48K – – –
PFBT
817
Parkside Financial Bank & Trust
Missouri
$48K +$3.45K +54 +8%
EWA
818
EverSource Wealth Advisors
Alabama
$48K +$16.2K +250 +51%
SOW
819
State of Wyoming
Wyoming
$47K -$105K -1,620 -69%
CI Investments Inc
820
CI Investments Inc
Ontario, Canada
$47K +$42.7K +661 +987%
AS
821
Altshuler Shaham
Israel
$45K -$9.81K -148 -18%
PSB
822
Piscataqua Savings Bank
New Hampshire
$44K – – –
VWM
823
Valley Wealth Managers
New Jersey
$43K – – –
TCM
824
Tradewinds Capital Management
Washington
$43K – – –
ME
825
McIlrath & Eck
Washington
$43K – – –
31 32
33
34 35