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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 %
GCM
376
Graham Capital Management
Connecticut
$1.17M +$1.17M +16,178 New
WWM
377
Western Wealth Management
Colorado
$1.16M +$301K +4,166 +35%
KRSITF
378
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.15M +$126K +1,741 +12%
EC
379
Enhancing Capital
Pennsylvania
$1.12M – – –
APA
380
American Portfolios Advisors
New York
$1.11M -$39.3K -544 -3%
AWA
381
Aaron Wealth Advisors
Illinois
$1.11M +$1.11M +79,820 New
AI
382
Accredited Investors
Minnesota
$1.08M -$6.06K -84 -0.6%
PP
383
Palladium Partners
Virginia
$1.04M -$10.4K -143 -1%
RIG
384
Roosevelt Investment Group
New York
$1.04M – – –
F
385
F3Logic
Minnesota
$1.03M +$14.4K +199 +1%
AAP
386
Arax Advisory Partners
Colorado
$1.03M +$4.62K +64 +0.5%
ECM
387
Everence Capital Management
Indiana
$1.02M – – –
AssetMark Inc
388
AssetMark Inc
California
$1.02M +$416K +5,757 +69%
KNW
389
Kesler Norman & Wride
Utah
$1.02M +$2.53K +35 +0.2%
OTL
390
Oak Thistle LLC
New York
$1.02M +$193K +2,668 +23%
VWM
391
Venturi Wealth Management
Texas
$1M -$4.91K -68 -0.5%
BF
392
BOK Financial
Oklahoma
$990K +$39.1K +542 +4%
SSWM
393
Sheets Smith Wealth Management
North Carolina
$987K -$1.03M -14,250 -51%
CCP
394
Corient Capital Partners
California
$984K +$546K +7,557 +124%
BPC
395
Banque Pictet & Cie
Switzerland
$979K -$86.4K -1,197 -8%
CCM
396
Coldstream Capital Management
Washington
$969K -$7.8K -108 -0.8%
Lazard Asset Management
397
Lazard Asset Management
New York
$958K -$159K -2,202 -14%
FIM
398
Freedom Investment Management
Connecticut
$944K -$50.3K -697 -5%
GVAG
399
Great Valley Advisor Group
Delaware
$937K +$25.2K +350 +3%
KC
400
Kenfarb & Co
Kentucky
$930K – – –
14 15
16
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