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Xcel Energy
XEL

Overview Fund Activity

938 hedge funds and large institutions have $29.7B invested in Xcel Energy in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 354 increasing their positions, 295 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+11
Holders Change %
+1.19%
% of All Funds
15.86%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.24%
New
98
Increased
354
Reduced
295
Closed
76
Calls
$115M
Puts
$79.6M
Net Calls
+$35.2M
Net Calls Change
-$56.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$596M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$313M
3
N
Natixis
France
+$174M
4
Morgan Stanley
Morgan Stanley
New York
+$172M
5
BlackRock
BlackRock
New York
+$123M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$473M
2
Millennium Management
Millennium Management
New York
-$115M
3
MAM
Magellan Asset Management
Australia
-$99.6M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$68.6M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
226
Sadoff Investment Management
Wisconsin
$4.25M -$24.9K -350 -0.6%
Bank of Nova Scotia
227
Bank of Nova Scotia
Ontario, Canada
$4.23M -$1.8M -25,473 -30%
BWL
228
Bogart Wealth LLC
Virginia
$4.23M +$618K +8,738 +17%
CAN
229
Cetera Advisor Networks
California
$4.21M +$507K +7,160 +14%
PI
230
Putnam Investments
Massachusetts
$4.18M -$137K -1,943 -3%
VLKIM
231
Van Lanschot Kempen Investment Management
Netherlands
$4.14M +$139K +1,960 +3%
NAM
232
Nissay Asset Management
Japan
$4.02M +$18.2K +257 +0.5%
Holocene Advisors
233
Holocene Advisors
New York
$3.96M -$3.06M -43,207 -44%
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$3.91M +$1.45M +20,503 +59%
PAG
235
Private Advisor Group
New Jersey
$3.89M +$147K +2,076 +4%
SAM
236
Securian Asset Management
Minnesota
$3.88M -$202K -2,854 -5%
Daiwa Securities Group
237
Daiwa Securities Group
Japan
$3.86M +$230K +3,252 +6%
Koshinski Asset Management
238
Koshinski Asset Management
Illinois
$3.85M -$285K -4,028 -7%
MYAM
239
Meiji Yasuda Asset Management
Japan
$3.8M +$76.4K +1,080 +2%
PA
240
Profund Advisors
Maryland
$3.78M -$325K -4,598 -8%
SCM
241
Shelton Capital Management
Colorado
$3.78M – – –
Public Sector Pension Investment Board (PSP Investments)
242
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.71M -$35.9M -507,749 -91%
Schroder Investment Management Group
243
Schroder Investment Management Group
United Kingdom
$3.69M +$1.16M +16,581 +46%
MWM
244
Mission Wealth Management
California
$3.67M +$547K +7,736 +18%
BEI
245
Benjamin Edwards Inc
Missouri
$3.66M -$959K -13,547 -21%
AWM
246
AE Wealth Management
Kansas
$3.64M +$2.25M +31,803 +162%
JFL
247
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.63M – – –
WCA
248
Waratah Capital Advisors
Ontario, Canada
$3.61M -$3.9M -55,224 -52%
AI
249
Atria Investments
North Carolina
$3.6M +$310K +4,378 +9%
SFI
250
Siemens Fonds Invest
Germany
$3.57M -$3.11K -44 -0.1%
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