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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 %
AI
901
AXS Investments
New York
$10.3K -$6.34K -102 -38%
GKIM
902
GW&K Investment Management
Massachusetts
$10K +$10K +154 New
CWC
903
Carolinas Wealth Consulting
North Carolina
$8.91K +$125 +2 +1%
CWM
904
CarsonAllaria Wealth Management
Illinois
$8.15K +$62 +1 +0.8%
OP
905
ORG Partners
Indiana
$8.05K +$8.05K +122 New
TF
906
TimeScale Financial
Massachusetts
$7.71K +$62 +1 +0.8%
ACA
907
Atlas Capital Advisors
Wyoming
$6.71K – – –
RTL
908
Red Tortoise LLC
Georgia
$6.34K +$435 +7 +7%
DSC
909
Duncker Streett & Co
Missouri
$6.22K -$6.22K -100 -50%
HWM
910
Horizons Wealth Management
North Carolina
$5.53K +$2.55K +41 +85%
KFI
911
Key Financial Inc
Pennsylvania
$5.53K +$5.53K +89 New
AWM
912
Abound Wealth Management
Tennessee
$5.04K – – –
BAAM
913
Baker Avenue Asset Management
California
$4.91K +$373 +6 +8%
APC
914
Aspire Private Capital
North Carolina
$4.79K – – –
NIC
915
Northwest Investment Counselors
Oregon
$4.66K – – –
PAI
916
Pittenger & Anderson Inc
Nebraska
$4.48K – – –
WPA
917
West Paces Advisors
Georgia
$4.1K -$808 -13 -16%
CPG
918
Cornerstone Planning Group
New Jersey
$4.1K +$4.1K +66 New
RWPA
919
Richard W. Paul & Associates
Michigan
$4.04K – – –
FWM
920
Focused Wealth Management
New York
$3.11K -$51.7K -831 -94%
RI
921
Ridgewood Investments
New Jersey
$3.05K – – –
DIP
922
DT Investment Partners
Pennsylvania
$2.83K – – –
BWS
923
Buck Wealth Strategies
Colorado
$2.74K +$2.74K +44 New
SIS
924
Sound Income Strategies
Florida
$2.67K – – –
OC
925
Oakworth Capital
Alabama
$2.49K – – –
35 36
37
38 39