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Xcel Energy
XEL

Overview Fund Activity

834 hedge funds and large institutions have $26.9B invested in Xcel Energy in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 290 increasing their positions, 302 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-51
Holders Change %
-5.76%
% of All Funds
14.69%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
65
Increased
290
Reduced
302
Closed
105
Calls
$97.4M
Puts
$17M
Net Calls
+$80.4M
Net Calls Change
+$15.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.5B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$317M
3
Franklin Resources
3
Franklin Resources
California
$346M
4
MAM
4
Magellan Asset Management
Australia
$2.38B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$280M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$898M
2
Capital International Investors
2
Capital International Investors
California
$670M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$387M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$13.2M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
301
Advisor Partners
California
$1.45M -$80.5K -1,209 -5%
BWL
302
Bogart Wealth LLC
Virginia
$1.44M +$458K +6,889 +46%
SPC
303
Sigma Planning Corp
Michigan
$1.44M +$149K +2,242 +12%
BF
304
BOK Financial
Oklahoma
$1.43M -$467K -7,021 -25%
WorldQuant Millennium Advisors
305
WorldQuant Millennium Advisors
New York
$1.43M – – –
EWM
306
Evercore Wealth Management
New York
$1.42M – – –
VEA
307
Virtus ETF Advisers
New York
$1.4M +$1.4M +20,974 New
IC
308
Inverness Counsel
New York
$1.38M -$14.2M -213,945 -91%
BNP Paribas Asset Management
309
BNP Paribas Asset Management
France
$1.38M -$71.2K -1,070 -5%
TF
310
TIAA FSB
Florida
$1.37M +$24.7K +371 +2%
VBFP
311
Valtinson Bruner Financial Planning
Minnesota
$1.37M +$10.8K +155 +0.8%
LIA
312
LS Investment Advisors
Michigan
$1.36M -$570K -8,569 -30%
NG
313
NatWest Group
United Kingdom
$1.34M -$17.7K -266 -1%
OC
314
Oppenheimer & Co
New York
$1.34M +$132K +1,980 +11%
CCG
315
Cypress Capital Group
Florida
$1.34M -$26.6K -400 -2%
GT
316
Glenmede Trust
Pennsylvania
$1.29M -$9.57K -144 -0.7%
CI
317
Cigna Investments
Connecticut
$1.28M +$60.8K +914 +5%
HWAM
318
Hennion & Walsh Asset Management
New Jersey
$1.28M +$1.28M +19,182 New
M&T Bank
319
M&T Bank
New York
$1.26M -$504K -7,578 -29%
AIP
320
Ameritas Investment Partners
Nebraska
$1.26M +$23.3K +350 +2%
AI
321
Accredited Investors
Minnesota
$1.24M -$142K -2,135 -10%
TCM
322
Teza Capital Management
Illinois
$1.23M +$854K +12,842 +226%
SG
323
Swarthmore Group
Pennsylvania
$1.22M +$1.22M +18,400 New
Nomura Holdings
324
Nomura Holdings
Japan
$1.22M -$8.53M -128,351 -88%
Vontobel Holding
325
Vontobel Holding
Switzerland
$1.21M -$52.1K -783 -4%
11 12
13
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