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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 %
JWA
876
JFS Wealth Advisors
Pennsylvania
$16.2K -$1.74K -28 -10%
AFS
877
Annapolis Financial Services
Maryland
$16.1K – – –
CTB
878
Country Trust Bank
Illinois
$16.1K – – –
TSWM
879
Tyler-Stone Wealth Management
Ohio
$16K +$16K +250 New
PGAM
880
Princeton Global Asset Management
New Jersey
$15.5K – – –
CCP
881
Carmel Capital Partners
California
$15.5K – – –
HS
882
Horan Securities
United States
$14.6K – – –
NRG
883
Nemes Rush Group
Michigan
$14.4K +$14.4K +231 New
LWANC
884
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.3K – – –
AWM
885
Atticus Wealth Management
Florida
$14.3K – – –
GWSA
886
Global Wealth Strategies & Associates
Colorado
$14.2K – – –
SF
887
Safeguard Financial
Wisconsin
$14K +$14K +234 New
FCB
888
First Command Bank
Texas
$14K +$14K +225 New
FCFS
889
First Command Financial Services
Texas
$14K +$14K +225 New
CT
890
Clearstead Trust
Maine
$13K – – –
SCA
891
Stuart Chaussee & Associates
California
$12.6K – – –
WP
892
WealthPLAN Partners
Nebraska
$12.4K +$12.4K +200 New
PIAS
893
PCA Investment Advisory Services
Ohio
$12.1K +$12.1K +194 New
SSG
894
Summit Securities Group
New York
$12K +$12K +186 New
KHC
895
Koesten Hirschmann & Crabtree
Kansas
$11.9K – – –
BIA
896
Bell Investment Advisors
California
$11.9K +$5.53K +89 +87%
DGAM
897
Desjardins Global Asset Management
Quebec, Canada
$11.9K -$26.9K -433 -69%
CAC
898
Core Alternative Capital
Georgia
$11.8K +$1.12K +18 +10%
VNA
899
Valley National Advisers
Pennsylvania
$11K +$65 +1 +0.6%
KFS
900
Kelly Financial Services
Massachusetts
$10.6K – – –
34 35
36
37 38