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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
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 %
TSW
851
Thompson Siegel & Walmsley
Virginia
$31K – – –
EWP
852
Elevation Wealth Partners
California
$30.7K – – –
WIM
853
Westside Investment Management
California
$30.6K – – –
BFPW
854
BOK Financial Private Wealth
Colorado
$30.2K – – –
CT
855
Cambridge Trust
Massachusetts
$29.9K – – –
MCM
856
MV Capital Management
Maryland
$29.8K +$2.98K +48 +11%
C
857
Covestor
United Kingdom
$28K -$19K -302 -40%
RFA
858
Resurgent Financial Advisors
Georgia
$27.4K +$933 +15 +4%
JWM
859
Janiczek Wealth Management
Colorado
$25.8K – – –
LWP
860
Lumature Wealth Partners
Georgia
$25.6K – – –
TLA
861
Tanglewood Legacy Advisors
Texas
$25.5K – – –
SIS
862
Strategic Investment Solutions
Illinois
$25.4K – – –
GEA
863
Glen Eagle Advisors
New Jersey
$24.9K – – –
AAG
864
Armstrong Advisory Group
Massachusetts
$23.6K – – –
POIA
865
Pin Oak Investment Advisors
Texas
$22K – – –
USB
866
Union Savings Bank
Connecticut
$21.8K +$21.8K +347 New
LFASL
867
Lugano Financial Advisors SA (LFA)
Switzerland
$21.8K +$21.8K +350 New
LS
868
Livforsakringsbolaget Skandia
Sweden
$20.6K – – –
EARNEST Partners
869
EARNEST Partners
Georgia
$20.3K – – –
WB
870
Webster Bank
Connecticut
$20.2K – – –
BLC
871
Brown, Lisle/Cummings
Rhode Island
$19.3K – – –
DWMG
872
DB Wealth Management Group
California
$18.9K – – –
CCA
873
Catalyst Capital Advisors
New York
$18.8K -$1.55K -25 -8%
SWA
874
Sutton Wealth Advisors
Florida
$17.1K -$435 -7 -2%
BSB
875
Bangor Savings Bank
Maine
$16.6K -$1.18K -19 -7%
33 34
35
36 37