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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 %
FCAG
926
First Capital Advisors Group
New Jersey
$2.49K +$2.49K +40 New
TIM
927
Tortoise Investment Management
New York
$2.43K – – –
MA
928
MCF Advisors
Kentucky
$2.43K – – –
BCPWM
929
Bradley & Co Private Wealth Management
Florida
$2.18K – – –
DI
930
Disciplined Investments
Oklahoma
$2.18K +$62 +1 +3%
BG
931
Bollard Group
Massachusetts
$2K +$2K +35 New
BCMLT
932
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.99K -$2.24K -36 -53%
AIM
933
Anchor Investment Management
South Carolina
$1.93K – – –
FPFS
934
First Personal Financial Services
North Carolina
$1.8K +$1.8K +29 New
TCA
935
Trifecta Capital Advisors
Illinois
$1.74K – – –
SIC
936
SJS Investment Consulting
Ohio
$1.56K -$249 -4 -14%
KTC
937
Kistler-Tiffany Companies
Pennsylvania
$1.37K +$1.37K +22 New
GBT
938
Grove Bank & Trust
Florida
$1.24K – – –
CAS
939
Coppell Advisory Solutions
Texas
$1.17K +$1.17K +19 New
NFSG
940
Newbridge Financial Services Group
Florida
$1.06K – – –
TFA
941
Transamerica Financial Advisors
Florida
$1K – – –
CCA
942
Column Capital Advisors
Indiana
$870 – – –
TFM
943
TFC Financial Management
Massachusetts
$684 – – –
FGAM
944
Financial Gravity Asset Management
Texas
$675 +$675 +62 New
2L
945
25 LLC
Missouri
$515 +$515 +8 New
TWD
946
True Wealth Design
Ohio
$436 – – –
UFF
947
USA Financial Formulas
Michigan
$435 – – –
LCM
948
Logan Capital Management
Pennsylvania
$435 – – –
IPW
949
Impact Partnership Wealth
Georgia
$435 +$435 +7 New
OLVIG
950
Oliver Lagore Vanvalin Investment Group
Michigan
$435 +$435 +7 New
36 37
38
39 40