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Xcel Energy
XEL

Overview Fund Activity

927 hedge funds and large institutions have $29.6B invested in Xcel Energy in 2022 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 373 increasing their positions, 280 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
+20
Holders Change %
+2.21%
% of All Funds
14.67%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
98
Increased
373
Reduced
280
Closed
63
Calls
$116M
Puts
$24.9M
Net Calls
+$91.3M
Net Calls Change
+$15.8M

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$1.24B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$297M
3
BC
Brookfield Corp
Ontario, Canada
+$194M
4
State Street
State Street
Massachusetts
+$158M
5
Bank of America
Bank of America
North Carolina
+$107M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$915M
2
BlackRock
BlackRock
New York
-$576M
3
Franklin Resources
Franklin Resources
California
-$191M
4
Marshall Wace
Marshall Wace
United Kingdom
-$92M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$91.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
326
Advisors Asset Management
Colorado
$1.76M -$342K -4,745 -16%
Neuberger Berman Group
327
Neuberger Berman Group
New York
$1.75M +$390K +5,410 +29%
VEA
328
Virtus ETF Advisers
New York
$1.73M -$520K -7,198 -23%
NMIMC
329
Northwestern Mutual Investment Management Company
Wisconsin
$1.71M -$222K -3,071 -11%
SCF
330
Sante Capital Fund
Texas
$1.69M +$1.69M +23,412 New
Connor, Clark & Lunn Investment Management (CC&L)
331
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.68M -$140K -1,941 -8%
BCV
332
Banque Cantonale Vaudoise
Switzerland
$1.63M -$2.72M -37,653 -63%
SI
333
Stephens Inc
Arkansas
$1.62M -$3.18K -44 -0.2%
DADC
334
D.A. Davidson & Co
Montana
$1.6M +$17.9K +248 +1%
AP
335
Advisor Partners
California
$1.57M +$117K +1,627 +8%
GT
336
Greenleaf Trust
Michigan
$1.56M +$59.1K +819 +4%
DIA
337
Dean Investment Associates
Ohio
$1.55M -$25.3K -350 -2%
CAM
338
Costello Asset Management
Pennsylvania
$1.54M -$94.2K -1,305 -6%
TCM
339
Teza Capital Management
Illinois
$1.54M -$878K -12,166 -36%
OC
340
Oppenheimer & Co
New York
$1.54M +$33.6K +466 +2%
HWAM
341
Hennion & Walsh Asset Management
New Jersey
$1.53M +$112K +1,553 +8%
VBFP
342
Valtinson Bruner Financial Planning
Minnesota
$1.51M +$39.9K +537 +3%
O
343
Ossiam
France
$1.51M +$1.43M +19,849 +1,855%
GWM
344
Geneos Wealth Management
Colorado
$1.48M -$55.3K -766 -4%
HNB
345
Huntington National Bank
Ohio
$1.47M -$46.5K -645 -3%
TF
346
TIAA FSB
Florida
$1.47M -$9.02K -125 -0.6%
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$1.46M +$162K +2,243 +13%
Los Angeles Capital Management
348
Los Angeles Capital Management
California
$1.45M +$696K +9,646 +93%
QIM
349
Quantitative Investment Management
Virginia
$1.43M +$1.43M +19,838 New
AIP
350
Ameritas Investment Partners
Nebraska
$1.42M +$11.3K +156 +0.8%
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