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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 %
GT
351
Greenleaf Trust
Michigan
$951K +$86.5K +1,301 +10%
TC
352
Toews Corporation
New Jersey
$951K +$951K +14,300 New
CCM
353
Carlson Capital Management
Minnesota
$949K +$95.7K +1,439 +11%
RIG
354
Roosevelt Investment Group
New York
$928K -$145K -2,179 -14%
HNB
355
Huntington National Bank
Ohio
$927K -$28.7K -432 -3%
HIM
356
Hotaling Investment Management
Pennsylvania
$926K +$34.1K +513 +4%
MPPLM
357
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$923K +$392K +4,239 +74%
SSA
358
Schonfeld Strategic Advisors
New York
$918K -$279K -4,194 -23%
KNW
359
Kesler Norman & Wride
Utah
$916K +$121K +1,826 +15%
FCBT
360
First Citizens Bank & Trust
North Carolina
$911K +$78.6K +1,181 +9%
FIM
361
Freedom Investment Management
Connecticut
$903K +$126K +1,887 +16%
PFS
362
Prospera Financial Services
Texas
$901K -$70.5K -1,059 -7%
EB
363
Eastern Bank
Massachusetts
$890K -$9.68M -145,485 -92%
TG
364
TCW Group
California
$845K – – –
SLI
365
Sumitomo Life Insurance
Japan
$844K -$41.5K -623 -5%
WS
366
Wedbush Securities
California
$844K +$105K +1,574 +14%
WA
367
Wambolt & Associates
Colorado
$839K -$36.1K -541 -4%
GVAG
368
Great Valley Advisor Group
Delaware
$837K -$80.3K -1,208 -9%
BAM
369
Blueshift Asset Management
New Jersey
$820K +$820K +12,326 New
BWM
370
BerganKDV Wealth Management
Minnesota
$795K – – –
IA
371
IFP Advisors
Florida
$789K -$215K -3,228 -21%
HVM
372
Harvest Volatility Management
Connecticut
$776K +$307K +4,617 +65%
FNBT
373
FineMark National Bank & Trust
Florida
$775K +$6.18K +93 +0.8%
EGM
374
Engineers Gate Manager
New York
$774K +$533K +8,008 +221%
CT
375
Coastline Trust
Rhode Island
$767K -$76.4K -1,150 -9%
13 14
15
16 17