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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 %
AWM
351
AE Wealth Management
Kansas
$1.42M -$2.24K -31 -0.2%
RFC
352
Regions Financial Corp
Alabama
$1.41M -$7.07K -98 -0.5%
1CP
353
17 Capital Partners
Arizona
$1.39M +$1.39M +19,221 New
PP
354
Prudential plc
United Kingdom
$1.39M +$1.39M +19,184 New
EWM
355
Evercore Wealth Management
New York
$1.38M – – –
BMSSC
356
B. Metzler seel. Sohn & Co
Germany
$1.38M +$94.9K +1,315 +7%
TC
357
TownSquare Capital
Utah
$1.36M +$776K +10,752 +133%
Credit Agricole
358
Credit Agricole
France
$1.36M +$647K +8,965 +91%
VIA
359
Vident Investment Advisory
Georgia
$1.35M +$725K +10,041 +116%
HIM
360
Hotaling Investment Management
Pennsylvania
$1.34M +$83.1K +1,152 +7%
VPIM
361
Vanguard Personalized Indexing Management
California
$1.34M +$369K +5,113 +38%
FWTB
362
First Western Trust Bank
Colorado
$1.34M +$1.34M +18,487 New
CCG
363
Cypress Capital Group
Florida
$1.31M – – –
UB
364
UMB Bank
Missouri
$1.31M – – –
CCM
365
Carlson Capital Management
Minnesota
$1.26M +$141K +1,960 +13%
SIMM
366
Stillwater Investment Management (Minnesota)
Minnesota
$1.25M -$56.3K -780 -4%
SDIC
367
South Dakota Investment Council
South Dakota
$1.22M -$410K -5,683 -25%
DWT
368
Dorsey & Whitney Trust
South Dakota
$1.21M -$105K -1,453 -8%
GT
369
Glenmede Trust
Pennsylvania
$1.19M -$69.3K -961 -5%
SPC
370
Sigma Planning Corp
Michigan
$1.19M -$78.2K -1,084 -6%
BFG
371
Berger Financial Group
Minnesota
$1.19M -$18K -249 -1%
FC
372
FORA Capital
Florida
$1.19M +$902K +12,475 +319%
WA
373
WealthTrust Axiom
Pennsylvania
$1.18M – – –
BDFN
374
Bond & Devick Financial Network
Minnesota
$1.17M +$216 +3 +0%
NSEDCP
375
NJ State Employees Deferred Compensation Plan
New Jersey
$1.17M – – –
13 14
15
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