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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 %
AG
976
AIA Group
Hong Kong
– -$901K -13,356 Closed
VWM
977
Venturi Wealth Management
Texas
– -$877K -13,010 Closed
Arrowstreet Capital
978
Arrowstreet Capital
Massachusetts
– -$874K -12,957 Closed
IFU
979
iSAM Funds (UK)
United Kingdom
– -$771K -11,431 Closed
BPC
980
Banque Pictet & Cie
Switzerland
– -$721K -10,695 Closed
GCP
981
Garda Capital Partners
Minnesota
– -$631K -9,355 Closed
BC
982
BIT Capital
Germany
– -$584K -8,659 Closed
QCM
983
Qsemble Capital Management
New York
– -$560K -8,300 Closed
PTC
984
Petrus Trust Company
Texas
– -$484K -7,176 Closed
VF
985
Virtu Financial
New York
– -$449K -6,657 Closed
HVIA
986
Hudson Valley Investment Advisors
New York
– -$442K -6,308 Closed
WEG
987
World Equity Group
Illinois
– -$610K -6,136 Closed
SFS
988
Sowell Financial Services
Arkansas
– -$411K -6,095 Closed
ZIM
989
Zacks Investment Management
Illinois
– -$393K -5,821 Closed
TSS
990
Two Sigma Securities
New York
– -$376K -5,580 Closed
WA
991
Wealthstar Advisors
Texas
– -$340K -5,045 Closed
NPPM
992
North Point Portfolio Managers
Ohio
– -$340K -5,038 Closed
JIC
993
Johnson Investment Counsel
Ohio
– -$333K -4,944 Closed
DI
994
DFPG Investments
Utah
– -$332K -4,927 Closed
VT
995
Vise Technologies
New York
– -$331K -4,915 Closed
ACM
996
Acrisure Capital Management
Texas
– -$329K -4,881 Closed
LA
997
Lifeworks Advisors
Michigan
– -$304K -4,510 Closed
NEWAS
998
N.E.W. Advisory Services
Wisconsin
– -$278K -4,116 Closed
SA
999
Strategic Advisors
New York
– -$270K -4,000 Closed
AIA
1000
Affinity Investment Advisors
California
– -$270K -4,000 Closed
38 39
40
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