XEL icon

Xcel Energy
XEL

Overview Fund Activity

956 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, 331 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
956
Holders Change
-8
Holders Change %
-0.83%
% of All Funds
15.08%
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
331
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 %
VWA
1026
V Wealth Advisors
Kansas
– -$201K -2,980 Closed
QT
1027
Quantamental Technologies
New York
– -$201K -2,977 Closed
BJL
1028
Brighton Jones LLC
Washington
– -$201K -2,974 Closed
BAM
1029
Belpointe Asset Management
Nevada
– -$137K -2,031 Closed
Group One Trading
1030
Group One Trading
Illinois
– -$119K -1,771 Closed
AS
1031
AM Squared
Hong Kong
– -$87.7K -1,300 Closed
TCWA
1032
Ten Capital Wealth Advisors
Washington
– -$54K -800 Closed
SSC
1033
Syverson Strege & Co
Iowa
– -$38.2K -567 Closed
QL
1034
Quarry LP
New York
– -$35.9K -532 Closed
NHT
1035
New Hampshire Trust
New Hampshire
– -$34.4K -510 Closed
GFL
1036
Granite FO LLC
New Hampshire
– -$35K -500 Closed
ONST
1037
Old North State Trust
North Carolina
– -$27K -400 Closed
GCWM
1038
Graham Capital Wealth Management
District of Columbia
– -$241K -358 Closed
QP
1039
Quilter Plc
United Kingdom
– -$255K -257 Closed
SFG
1040
Steward Financial Group
Texas
– -$6K -101 Closed
TAM
1041
Tucker Asset Management
Colorado
– -$4.79K -71 Closed
SC
1042
Schubert & Co
Texas
– -$4.11K -61 Closed
GFWA
1043
Grey Fox Wealth Advisors
Delaware
– -$3.8K -56 Closed
FDCDDQ
1044
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$3.71K -55 Closed
NC
1045
NewSquare Capital
Pennsylvania
– -$3.64K -54 Closed
MIA
1046
Milestone Investment Advisors
Wisconsin
– -$2.7K -40 Closed
HWA
1047
HHM Wealth Advisors
Tennessee
– -$2.43K -36 Closed
Parallax Volatility Advisers
1048
Parallax Volatility Advisers
California
– -$2.02K -30 Closed
FSWA
1049
Financial Synergies Wealth Advisors
Texas
– -$1.01K -15 Closed
WA
1050
WestEnd Advisors
North Carolina
– -$809 – –
38 39 40 41
42