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Xcel Energy
XEL

Overview Fund Activity

938 hedge funds and large institutions have $29.7B invested in Xcel Energy in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 354 increasing their positions, 295 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+11
Holders Change %
+1.19%
% of All Funds
15.86%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.24%
New
98
Increased
354
Reduced
295
Closed
76
Calls
$115M
Puts
$79.6M
Net Calls
+$35.2M
Net Calls Change
-$56.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$596M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$313M
3
N
Natixis
France
+$174M
4
Morgan Stanley
Morgan Stanley
New York
+$172M
5
BlackRock
BlackRock
New York
+$123M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$473M
2
Millennium Management
Millennium Management
New York
-$115M
3
MAM
Magellan Asset Management
Australia
-$99.6M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$68.6M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
376
Dearborn Partners
Illinois
$1.06M -$29.8M -420,916 -97%
OSAM
377
O'Shaughnessy Asset Management
Connecticut
$1.04M +$250K +3,539 +32%
AI
378
Accredited Investors
Minnesota
$1.03M -$20.7K -293 -2%
CCP
379
Corient Capital Partners
California
$1.03M +$68.4K +967 +7%
CL
380
Choreo LLC
Illinois
$1.01M +$141K +1,989 +16%
F
381
F3Logic
Minnesota
$1.01M -$1.06K -15 -0.1%
AAP
382
Arax Advisory Partners
Colorado
$1.01M +$1.98K +28 +0.2%
KNW
383
Kesler Norman & Wride
Utah
$1M +$9.12K +129 +0.9%
ECM
384
Everence Capital Management
Indiana
$999K – – –
RIG
385
Roosevelt Investment Group
New York
$998K -$19.2K -271 -2%
CCM
386
Coldstream Capital Management
Washington
$985K +$35.9K +508 +4%
TC
387
Telemus Capital
Michigan
$982K +$147K +2,078 +18%
ADL
388
Asset Dedication LLC
California
$974K +$115K +1,617 +13%
DC
389
DeDora Capital
California
$972K +$343K +4,849 +55%
GVAG
390
Great Valley Advisor Group
Delaware
$970K +$49.2K +695 +5%
VWM
391
Venturi Wealth Management
Texas
$963K -$21.2K -300 -2%
AG
392
Advocate Group
Minnesota
$961K +$961K +13,581 New
ACP
393
Aveo Capital Partners
Colorado
$958K +$243K +3,435 +34%
MML Investors Services
394
MML Investors Services
Massachusetts
$950K -$786K -11,101 -45%
AIL
395
AGF Investments LLC
Ontario, Canada
$939K +$48.7K +689 +5%
CAGAS
396
Capital Advisory Group Advisory Services
Minnesota
$937K -$1.1K -15 -0.1%
Assenagon Asset Management
397
Assenagon Asset Management
Luxembourg
$932K +$167K +2,359 +22%
KC
398
Kenfarb & Co
Kentucky
$930K – – –
BF
399
BOK Financial
Oklahoma
$914K -$56.7K -801 -6%
RIM
400
Redpoint Investment Management
Australia
$907K +$21.1K +298 +2%
14 15
16
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