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Xcel Energy
XEL

Overview Fund Activity

907 hedge funds and large institutions have $27.6B invested in Xcel Energy in 2021 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 307 increasing their positions, 285 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+78
Holders Change %
+9.41%
% of All Funds
14.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
156
Increased
307
Reduced
285
Closed
64
Calls
$114M
Puts
$39M
Net Calls
+$75.5M
Net Calls Change
-$27.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$836M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$122M
3
BlackRock
BlackRock
New York
+$119M
4
Marshall Wace
Marshall Wace
United Kingdom
+$106M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$85.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$571M
2
MAM
Magellan Asset Management
Australia
-$470M
3
Capital World Investors
Capital World Investors
California
-$466M
4
Capital International Investors
Capital International Investors
California
-$141M
5
Renaissance Technologies
Renaissance Technologies
New York
-$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
376
Freedom Investment Management
Connecticut
$932K -$37.9K -560 -4%
CCM
377
Coldstream Capital Management
Washington
$916K +$293K +4,329 +47%
VPIM
378
Vanguard Personalized Indexing Management
California
$909K +$448K +6,614 +97%
BF
379
BOK Financial
Oklahoma
$892K -$11.3K -167 -1%
A
380
Astrantus
Cyprus
$883K +$883K +13,038 New
PRC
381
Pearl River Capital
Michigan
$874K -$2.27M -33,543 -72%
KC
382
Kenfarb & Co
Kentucky
$872K +$872K +12,885 New
FWM
383
Finer Wealth Management
Massachusetts
$863K +$863K +12,750 New
GVAG
384
Great Valley Advisor Group
Delaware
$855K -$33.3K -493 -4%
FNBT
385
FineMark National Bank & Trust
Florida
$854K +$82.9K +1,224 +11%
CAGAS
386
Capital Advisory Group Advisory Services
Minnesota
$846K +$12.4K +183 +1%
BWM
387
BerganKDV Wealth Management
Minnesota
$846K +$16.4K +242 +2%
IA
388
IFP Advisors
Florida
$843K -$6.85K -101 -0.8%
OPS
389
Orion Portfolio Solutions
Nebraska
$843K +$219K +3,229 +35%
BPA
390
Beacon Pointe Advisors
California
$819K -$1.67M -24,634 -67%
CI
391
Cigna Investments
Connecticut
$819K -$301K -4,446 -27%
OPA
392
Old Port Advisors
Maine
$816K -$72.3K -1,055 -8%
WA
393
Wambolt & Associates
Colorado
$803K +$25.3K +374 +3%
WWM
394
Western Wealth Management
Colorado
$803K +$803K +11,863 New
AWM
395
Apollon Wealth Management
South Carolina
$791K +$85.4K +1,262 +12%
FCBT
396
First Citizens Bank & Trust
North Carolina
$787K -$79.3K -1,172 -9%
CT
397
Coastline Trust
Rhode Island
$787K +$4.74K +70 +0.6%
CWM
398
Chronos Wealth Management
Florida
$778K – – –
CAM
399
Cresset Asset Management
Illinois
$778K +$245K +3,601 +46%
AMG
400
Advisors Management Group
Wisconsin
$774K +$542 +8 +0.1%
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