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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 %
LFA
1001
Legacy Financial Advisors
Kentucky
– -$269K -3,987 Closed
SWM
1002
Scissortail Wealth Management
Oklahoma
– -$260K -3,849 Closed
WHCI
1003
W.H. Cornerstone Investments
Massachusetts
– -$243K -3,606 Closed
SWIG
1004
Strategic Wealth Investment Group
Kentucky
– -$240K -3,552 Closed
PWPS
1005
Pinnacle Wealth Planning Services
Ohio
– -$232K -3,435 Closed
BC
1006
Bridgefront Capital
Texas
– -$230K -3,407 Closed
AAS
1007
Ameritas Advisory Services
Nebraska
– -$237K -3,401 Closed
APP
1008
Avantax Planning Partners
Iowa
– -$223K -3,300 Closed
EWM
1009
Evercore Wealth Management
New York
– -$221K -3,277 Closed
PA
1010
Pinnacle Associates
New York
– -$217K -3,222 Closed
SHJ
1011
Sharkey, Howes & Javer
Colorado
– -$216K -3,206 Closed
CWM
1012
Calamos Wealth Management
Illinois
– -$216K -3,201 Closed
GCMG
1013
Gyroscope Capital Management Group
Florida
– -$216K -3,200 Closed
PL
1014
Perpetual Ltd
Australia
– -$216K -3,200 Closed
RP
1015
Riverbridge Partners
Minnesota
– -$216K -3,200 Closed
KIG
1016
Kowal Investment Group
Wisconsin
– -$213K -3,161 Closed
SCA
1017
Snowden Capital Advisors
New York
– -$211K -3,126 Closed
BMCM
1018
Bryn Mawr Capital Management
Pennsylvania
– -$209K -3,100 Closed
CFGSD
1019
Compass Financial Group (South Dakota)
South Dakota
– -$208K -3,079 Closed
CAMV
1020
Concord Asset Management (Virginia)
Virginia
– -$206K -3,051 Closed
DBT
1021
Dubuque Bank & Trust
Iowa
– -$206K -3,049 Closed
STA
1022
Summit Trail Advisors
New York
– -$204K -3,013 Closed
OMC
1023
Old Mission Capital
Illinois
– -$203K -3,009 Closed
XF
1024
XML Financial
Maryland
– -$202K -2,993 Closed
LWM
1025
Ledge Wealth Management
Minnesota
– -$201K -2,983 Closed
39 40
41
42 43