XEL icon

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 %
WTG
801
West Tower Group
Virginia
$69.1K +$69.1K +1,112 New
SOW
802
State of Wyoming
Wyoming
$66.6K +$16.8K +271 +34%
NSIM
803
North Star Investment Management
Illinois
$65.6K – – –
NL
804
NVWM LLC
Pennsylvania
$65.5K – – –
PWMG
805
Prestige Wealth Management Group
New Jersey
$64.1K -$143K -2,274 -69%
WTA
806
Washington Trust Advisors
Massachusetts
$64K -$7.4K -119 -10%
CHA
807
Carmichael Hill & Associates
Maryland
$64K – – –
DMBA
808
Deseret Mutual Benefit Administrators
Utah
$63.2K – – –
FDCC
809
Foster Dykema Cabot & Co
Massachusetts
$62K – – –
CFO
810
CVA Family Office
Colorado
$61.1K -$8.52K -137 -12%
BHWM
811
Beaird Harris Wealth Management
Texas
$59.9K – – –
AA
812
Ancora Advisors
Ohio
$59.7K – – –
IA
813
IFS Advisors
Kansas
$59.4K – – –
TVWM
814
Tower View Wealth Management
Wisconsin
$59K +$438 +7 +0.7%
CB
815
Centennial Bank
Arkansas
$58.9K – – –
Loomis, Sayles & Company
816
Loomis, Sayles & Company
Massachusetts
$58K -$14.2K -229 -20%
PI
817
PineBridge Investments
New York
$56.5K +$22.9K +369 +68%
WTC
818
WhitTier Trust Company
Nevada
$52.9K -$49.7K -800 -48%
GWS
819
Glassman Wealth Services
Virginia
$52.6K +$870 +14 +2%
BWA
820
BDO Wealth Advisors
Florida
$52.3K +$6.22K +100 +13%
HC
821
Hoese & Co
Minnesota
$52K – – –
QC
822
Quent Capital
New York
$51.5K – – –
HH
823
HWG Holdings
Texas
$50.7K – – –
AT
824
Avalon Trust
New Mexico
$49.7K – – –
AA
825
Addison Advisors
Vermont
$49.7K – – –
31 32
33
34 35