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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 %
LWCFA
376
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$767K +$7.65K +115 +1%
CWM
377
Chronos Wealth Management
Florida
$764K – – –
AMG
378
Advisors Management Group
Wisconsin
$760K -$24.7K -371 -3%
BEI
379
Benjamin Edwards Inc
Missouri
$759K -$161K -2,419 -17%
BFS
380
Bard Financial Services
Connecticut
$757K – – –
DCM
381
Donaldson Capital Management
Indiana
$748K +$2.79K +42 +0.4%
CFA
382
Cahill Financial Advisors
Minnesota
$732K +$599 +9 +0.1%
CAM
383
Carret Asset Management
New York
$731K – – –
ACP
384
Aveo Capital Partners
Colorado
$731K +$477K +7,178 +188%
VWM
385
Venturi Wealth Management
Texas
$728K +$13.1K +197 +2%
AWM
386
Apollon Wealth Management
South Carolina
$727K +$727K +10,937 New
TW
387
TrinityPoint Wealth
Connecticut
$725K -$10.8K -163 -1%
ACM
388
Alethea Capital Management
Washington
$722K +$722K +10,853 New
KA
389
KLCM Advisors
Wisconsin
$712K – – –
OBGC
390
O'Brien Greene & Co
Pennsylvania
$703K – – –
MFW
391
Mosaic Family Wealth
Missouri
$699K – – –
BSW
392
Buckingham Strategic Wealth
Missouri
$694K +$147K +2,209 +27%
SCA
393
Stonebridge Capital Advisors
Minnesota
$691K +$31.1K +468 +5%
V
394
Veritable
Delaware
$685K +$3.33K +50 +0.5%
TWM
395
Tradition Wealth Management
Minnesota
$670K +$22.6K +340 +3%
FNBTCON
396
First National Bank & Trust Co of Newtown
Pennsylvania
$661K -$25.2K -378 -4%
BFG
397
Berger Financial Group
Minnesota
$661K +$16.3K +245 +3%
IMRF
398
Illinois Municipal Retirement Fund
Illinois
$655K – – –
FMII
399
Farmers & Merchants Investments Inc
Nebraska
$644K – – –
OPS
400
Orion Portfolio Solutions
Nebraska
$639K +$83.4K +1,253 +15%
14 15
16
17 18