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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 %
ATC
826
Adirondack Trust Company
New York
$43K +$1.59K +25 +4%
LWA
827
Lowe Wealth Advisors
Maryland
$42K – – –
QC
828
Quent Capital
New York
$42K – – –
GWS
829
Glassman Wealth Services
Virginia
$42K +$2.41K +38 +6%
S
830
Surevest
California
$41K -$41K -636 -50%
PK
831
Pflug Koory
Nebraska
$40K – – –
TFGT
832
TS Financial Group (TSFG)
Illinois
$40K – – –
SFCL
833
Strengthening Families & Communities LLC
Massachusetts
$39K +$571 +9 +1%
WBC
834
West Branch Capital
Massachusetts
$37K – – –
SSC
835
Syverson Strege & Co
Iowa
$36K +$64 +1 +0.2%
TSW
836
Thompson Siegel & Walmsley
Virginia
$34K – – –
PI
837
PineBridge Investments
New York
$34K – – –
PMFA
838
Plante Moran Financial Advisors
Michigan
$34K +$194 +3 +0.6%
GI
839
GS Investments
Minnesota
$32K – – –
CT
840
Cambridge Trust
Massachusetts
$32K +$779 +12 +2%
PFP
841
Pinnacle Financial Partners
Tennessee
$32K +$32K +500 New
BC
842
Burleson & Co
California
$32K +$32K +500 New
BFPW
843
BOK Financial Private Wealth
Colorado
$31K – – –
UIA
844
Ulland Investment Advisors
Minnesota
$30K – – –
LS
845
Leelyn Smith
Illinois
$28K -$42.3K -650 -60%
CCA
846
Catalyst Capital Advisors
New York
$28K +$64 +1 +0.2%
LWP
847
Lumature Wealth Partners
Georgia
$26K – – –
CFD
848
Creative Financial Designs
Indiana
$26K +$195 +3 +0.8%
ONST
849
Old North State Trust
North Carolina
$26K +$26K +400 New
GEA
850
Glen Eagle Advisors
New Jersey
$25.6K – – –
32 33
34
35 36