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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 %
CIAS
926
CFS Investment Advisory Services
New Jersey
$1K +$1K +52,608 New
FSWA
927
Financial Synergies Wealth Advisors
Texas
$960 – – –
JMF
928
Johnson Midwest Financial
Iowa
$362 +$1 +12 +0.2%
FHC
929
First Heartland Consultants
Missouri
$308 +$10 +150 +3%
PWP
930
Principle Wealth Partners
Connecticut
$255 – – –
WIM
931
Westside Investment Management
California
$31 – – –
CC
932
Coann Capital
Connecticut
– -$21M -296,089 Closed
Point72 Asset Management
933
Point72 Asset Management
Connecticut
– -$7.51M -106,100 Closed
Marshall Wace
934
Marshall Wace
United Kingdom
– -$6.18M -87,381 Closed
WMSA
935
Weiss Multi-Strategy Advisers
New York
– -$5.16M -72,963 Closed
Wellington Management Group
936
Wellington Management Group
Massachusetts
– -$4.77M -67,368 Closed
MSRPS
937
Maryland State Retirement & Pension System
Maryland
– -$2.97M -41,988 Closed
RWA
938
Ropes Wealth Advisors
Massachusetts
– -$1.75M -24,762 Closed
AP
939
Advisors Preferred
Maryland
– -$1.25M -17,728 Closed
Vontobel Holding
940
Vontobel Holding
Switzerland
– -$890K -12,680 Closed
BAM
941
Blueshift Asset Management
New Jersey
– -$718K -10,153 Closed
OQS
942
Occudo Quantitative Strategies
Florida
– -$633K -8,942 Closed
EWA
943
EP Wealth Advisors
California
– -$507K -7,170 Closed
CAN
944
Claraphi Advisory Network
United States
– -$500K -7,069 Closed
SSWG
945
Seven Springs Wealth Group
Tennessee
– -$493K -6,967 Closed
CC
946
Centiva Capital
New York
– -$478K -6,750 Closed
PP
947
Paloma Partners
Connecticut
– -$457K -6,452 Closed
AI
948
Atom Investors
Texas
– -$405K -5,717 Closed
SCM
949
Stevens Capital Management
Pennsylvania
– -$371K -5,247 Closed
WAP
950
Wealthcare Advisory Partners
Pennsylvania
– -$350K -4,942 Closed
36 37
38
39 40