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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 %
AP
326
Advisor Partners
California
$1.63M +$90.7K +1,282 +6%
Cetera Investment Advisers
327
Cetera Investment Advisers
Illinois
$1.63M -$743K -10,507 -31%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$1.63M +$197K +2,791 +14%
SCF
329
Sante Capital Fund
Texas
$1.57M -$83.2K -1,176 -5%
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$1.57M -$341K -4,812 -18%
CA
331
Cetera Advisors
Colorado
$1.56M +$942K +13,309 +152%
SI
332
Stephens Inc
Arkansas
$1.56M -$26.3K -371 -2%
TCM
333
Teza Capital Management
Illinois
$1.56M +$49.8K +704 +3%
AAM
334
Advisors Asset Management
Colorado
$1.56M -$170K -2,399 -10%
OC
335
Oppenheimer & Co
New York
$1.54M +$33.4K +472 +2%
National Bank of Canada
336
National Bank of Canada
Quebec, Canada
$1.53M -$7.58M -104,638 -83%
DADC
337
D.A. Davidson & Co
Montana
$1.51M -$55.6K -786 -4%
HNB
338
Huntington National Bank
Ohio
$1.51M +$65.4K +924 +5%
DIA
339
Dean Investment Associates
Ohio
$1.5M -$18.1K -256 -1%
CAM
340
Costello Asset Management
Pennsylvania
$1.49M -$18.1K -256 -1%
QC
341
Quadrature Capital
United Kingdom
$1.41M +$644K +9,106 +85%
VBFP
342
Valtinson Bruner Financial Planning
Minnesota
$1.4M -$45.4K -641 -3%
USAA
343
United Services Automobile Association
Texas
$1.4M +$1.4M +19,722 New
RFC
344
Regions Financial Corp
Alabama
$1.38M – – –
PRC
345
Pearl River Capital
Michigan
$1.37M +$1.37M +19,411 New
AIP
346
Ameritas Investment Partners
Nebraska
$1.37M -$17.5K -247 -1%
TF
347
TIAA FSB
Florida
$1.36M -$79.1K -1,118 -5%
1CP
348
17 Capital Partners
Arizona
$1.36M – – –
SPC
349
Sigma Planning Corp
Michigan
$1.32M +$154K +2,179 +13%
KRSITF
350
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.32M +$192K +2,708 +17%
12 13
14
15 16