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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.

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 %
NL
976
NWAM LLC
Washington
– -$210K -2,998 Closed
EIG
977
Ellenbecker Investment Group
Wisconsin
– -$211K -2,986 Closed
LWM
978
Ledge Wealth Management
Minnesota
– -$211K -2,983 Closed
FANJ
979
Financial Architects (New Jersey)
New Jersey
– -$207K -2,932 Closed
KP
980
Keel Point
Alabama
– -$220K -2,931 Closed
P
981
Pitcairn
Pennsylvania
– -$207K -2,929 Closed
DWM
982
Doyle Wealth Management
Florida
– -$206K -2,910 Closed
BIM
983
Baldwin Investment Management
Pennsylvania
– -$205 -2,900 Closed
RF
984
Rollins Financial
Georgia
– -$203K -2,875 Closed
9WM
985
9258 Wealth Management
Ohio
– -$203K -2,870 Closed
CIAS
986
Capital Investment Advisory Services
North Carolina
– -$200K -2,822 Closed
SWM
987
SeaCrest Wealth Management
New York
– -$151K -2,139 Closed
Skandinaviska Enskilda Banken (SEB)
988
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$112K -1,579 Closed
GKIM
989
GW&K Investment Management
Massachusetts
– -$88K -1,242 Closed
Capstone Investment Advisors
990
Capstone Investment Advisors
New York
– -$70K -990 Closed
COCM
991
Charter Oak Capital Management
New Hampshire
– -$57K -812 Closed
CWP
992
Concord Wealth Partners
Virginia
– -$47K -658 Closed
AW
993
ACG Wealth
Georgia
– -$44K -621 Closed
JFGIW
994
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$30K -425 Closed
HWA
995
HHM Wealth Advisors
Tennessee
– -$26K -362 Closed
TCWM
996
Total Clarity Wealth Management
Illinois
– -$16K -230 Closed
RG
997
Retirement Group
California
– -$13K -190 Closed
CWM
998
Curi Wealth Management
North Carolina
– -$9K -133 Closed
IWP
999
IAG Wealth Partners
Wisconsin
– -$2K -25 Closed
SFG
1000
Steward Financial Group
Texas
– -$1K -25 Closed
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