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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 %
LF
901
Lee Financial
Texas
$4K +$667 +10 +20%
BIA
902
Bell Investment Advisors
California
$4K +$1.31K +20 +49%
Parallax Volatility Advisers
903
Parallax Volatility Advisers
California
$4K +$4K +60 New
CCM
904
Covington Capital Management
California
$4K +$4K +60 New
FWM
905
Focused Wealth Management
New York
$3K – – –
OC
906
Oakworth Capital
Alabama
$3K – – –
HWM
907
Horizons Wealth Management
North Carolina
$3K – – –
SIS
908
Sound Income Strategies
Florida
$3K – – –
DI
909
Disciplined Investments
Oklahoma
$3K +$349 +5 +13%
DIP
910
DT Investment Partners
Pennsylvania
$3K +$3K +45 New
AWM
911
Abound Wealth Management
Tennessee
$2.18K +$2.18K +34 New
TIM
912
Tortoise Investment Management
New York
$2K -$1.8K -35 -47%
BCMLT
913
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K – – –
MA
914
MCF Advisors
Kentucky
$2K – – –
BCPWM
915
Bradley & Co Private Wealth Management
Florida
$2K – – –
SIC
916
SJS Investment Consulting
Ohio
$2K +$2K +36 New
AIM
917
Anchor Investment Management
South Carolina
$1.98K +$1.98K +31 New
TFA
918
Transamerica Financial Advisors
Florida
$1K -$200 -2 -17%
TFM
919
TFC Financial Management
Massachusetts
$1K – – –
CCA
920
Column Capital Advisors
Indiana
$1K – – –
SC
921
Siena Capital
Ohio
$1K – – –
WA
922
WestEnd Advisors
North Carolina
$1K +$333 +3 +50%
DWA
923
Dougherty Wealth Advisers
Minnesota
$1K +$1K +15 New
SWM
924
Selective Wealth Management
Virginia
$1K +$1K +16 New
ANBT
925
American National Bank & Trust
Texas
$1K +$1K +19 New
35 36
37
38 39