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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$502M
2
Victory Capital Management
Victory Capital Management
Texas
$353M
3
Citadel Advisors
Citadel Advisors
Florida
$20M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$256M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
851
Hudock Inc
Pennsylvania
$25K – – –
JWM
852
Janiczek Wealth Management
Colorado
$25K +$2.82K +46 +13%
JWA
853
JFS Wealth Advisors
Pennsylvania
$24K -$2.21K -35 -8%
CA
854
Crewe Advisors
Utah
$24K +$5.48K +86 +30%
POIA
855
Pin Oak Investment Advisors
Texas
$23K – – –
CTB
856
Country Trust Bank
Illinois
$22K – – –
SWA
857
Sutton Wealth Advisors
Florida
$21.5K +$704 +11 +3%
LS
858
Livforsakringsbolaget Skandia
Sweden
$21K -$95.7K -1,500 -82%
EARNEST Partners
859
EARNEST Partners
Georgia
$21K – – –
WB
860
Webster Bank
Connecticut
$21K – – –
C
861
Covestor
United Kingdom
$20K -$889 -14 -4%
BLC
862
Brown, Lisle/Cummings
Rhode Island
$19.8K – – –
CG
863
Cutler Group
California
$19K -$81.8K -1,300 -81%
DWMG
864
DB Wealth Management Group
California
$19K – – –
DSC
865
Duncker Streett & Co
Missouri
$19K – – –
FCFS
866
First Command Financial Services
Texas
$19K – – –
FCB
867
First Command Bank
Texas
$19K – – –
LWANC
868
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K – – –
BSB
869
Bangor Savings Bank
Maine
$18K -$18.9K -300 -51%
MPWT
870
MassMutual Private Wealth & Trust
Connecticut
$18K +$4.42K +71 +33%
AFS
871
Annapolis Financial Services
Maryland
$17K – – –
PGAM
872
Princeton Global Asset Management
New Jersey
$16K – – –
AWM
873
Atticus Wealth Management
Florida
$16K – – –
TSWM
874
Tyler-Stone Wealth Management
Ohio
$16K – – –
ZIG
875
Zullo Investment Group
Pennsylvania
$16K +$2.27K +36 +17%
33 34
35
36 37