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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 %
MCM
876
MV Capital Management
Maryland
$16K +$5.09K +78 +47%
AFG
877
Albion Financial Group
Utah
$13K – – –
SCA
878
Stuart Chaussee & Associates
California
$13K – – –
CT
879
Clearstead Trust
Maine
$13K +$13K +209 New
SC
880
Seldon Capital
California
$12K – – –
KFS
881
Kelly Financial Services
Massachusetts
$10.9K – – –
HS
882
Horan Securities
United States
$10K – – –
VNA
883
Valley National Advisers
Pennsylvania
$10K +$828 +14 +9%
CAC
884
Core Alternative Capital
Georgia
$9K – – –
TF
885
TimeScale Financial
Massachusetts
$8K – – –
CWM
886
CarsonAllaria Wealth Management
Illinois
$8K +$63 +1 +0.8%
CCM
887
Cribstone Capital Management
Maine
$7K – – –
AWM
888
Activest Wealth Management
Florida
$7K +$3.87K +58 +123%
HFM
889
Harvest Fund Management
China
$7K +$7K +107 New
CSPAM
890
Cary Street Partners Asset Management
Virginia
$7K +$7K +110 New
ACA
891
Atlas Capital Advisors
Wyoming
$6.91K – – –
CMA
892
Cedar Mountain Advisors
Oregon
$6K – – –
SC
893
Schubert & Co
Texas
$6K +$966 +14 +19%
EC
894
EdgeRock Capital
Colorado
$6K +$6K +101 New
WPA
895
West Paces Advisors
Georgia
$5.31K +$1.09K +17 +26%
PAI
896
Pittenger & Anderson Inc
Nebraska
$5K -$3.47K -50 -41%
APC
897
Aspire Private Capital
North Carolina
$5K – – –
NFSG
898
Newbridge Financial Services Group
Florida
$5K – – –
GA
899
GoalVest Advisory
New York
$4K -$5.97K -94 -60%
CWC
900
Carolinas Wealth Consulting
North Carolina
$4K – – –
34 35
36
37 38