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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
1
Massachusetts Financial Services
Massachusetts
$992M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$82M
3
Morgan Stanley
3
Morgan Stanley
New York
$367M
4
IIM
4
INTECH Investment Management
Florida
$54.7M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$985M

Top Sellers

1
MAM
1
Magellan Asset Management
Australia
$204M
2
Deutsche Bank
2
Deutsche Bank
Germany
$122M
3
ESCM
3
Echo Street Capital Management
New York
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$2.16M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
826
MassMutual Private Wealth & Trust
Connecticut
$47.6K +$2.49K +40 +6%
EL
827
EMFO LLC
Florida
$46.3K – – –
EBA
828
Eagle Bay Advisors
New York
$45.6K -$54.2K -872 -54%
SFCL
829
Strengthening Families & Communities LLC
Massachusetts
$44K +$4.78K +76 +12%
PSB
830
Piscataqua Savings Bank
New Hampshire
$43.3K – – –
UIA
831
Ulland Investment Advisors
Minnesota
$42K – – –
ME
832
McIlrath & Eck
Washington
$41.8K +$311 +5 +0.7%
TCM
833
Tradewinds Capital Management
Washington
$41.8K – – –
VWM
834
Valley Wealth Managers
New Jersey
$41.7K – – –
LWA
835
Lowe Wealth Advisors
Maryland
$40.9K – – –
CFD
836
Creative Financial Designs
Indiana
$39.9K +$14.7K +236 +58%
CAL
837
Capital Advisors Ltd
Ohio
$39K -$2.11K -34 -5%
TFGT
838
TS Financial Group (TSFG)
Illinois
$39K +$372 +6 +1%
CUAMC
839
China Universal Asset Management Company
China
$38.9K +$28.5K +455 +274%
IUHSA
840
Itau Unibanco Holding S.A.
Brazil
$37.4K +$37.4K +601 New
SGC
841
Slocum, Gordon & Co
Rhode Island
$37.3K -$1.37K -22 -4%
EWA
842
EverSource Wealth Advisors
Alabama
$37.2K -$10.6K -170 -22%
ATC
843
Adirondack Trust Company
New York
$37.1K -$1.57K -25 -4%
WBC
844
West Branch Capital
Massachusetts
$35.7K – – –
LIA
845
Luken Investment Analytics
Tennessee
$32.7K – – –
PMFA
846
Plante Moran Financial Advisors
Michigan
$32K -$1.12K -18 -3%
GI
847
GS Investments
Minnesota
$31.3K – – –
AIC
848
Archer Investment Corporation
Indiana
$31.1K – – –
PFP
849
Pinnacle Financial Partners
Tennessee
$31.1K – – –
MMG
850
Monetary Management Group
Missouri
$31.1K – – –
32 33
34
35 36