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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 %
BB
401
Bell Bank
North Dakota
$638K +$66.5K +1,000 +12%
CCM
402
Coldstream Capital Management
Washington
$636K +$17.1K +257 +3%
LMAM
403
Legg Mason Asset Management
Japan
$635K -$57.9K -870 -8%
VWA
404
V Wealth Advisors
Kansas
$633K -$523K -7,854 -45%
FPWM
405
FSB Premier Wealth Management
Iowa
$631K +$313K +4,700 +98%
EDRH
406
Edmond de Rothschild Holding
Switzerland
$624K -$1.81M -27,174 -74%
BIA
407
Bigelow Investment Advisors
Maine
$620K +$51.4K +773 +9%
CTC
408
Central Trust Company
Missouri
$618K -$24.3K -365 -4%
FMBTD
409
First Midwest Bank Trust Division
Illinois
$618K -$18.4K -276 -3%
BHWM
410
Bar Harbor Wealth Management
New Hampshire
$616K – – –
CAGAS
411
Capital Advisory Group Advisory Services
Minnesota
$616K +$77.3K +1,163 +14%
ANB
412
Amarillo National Bank
Texas
$614K -$34.8K -523 -5%
DCM
413
Dupont Capital Management
Delaware
$611K -$187K -2,817 -23%
ASN
414
Advisory Services Network
Georgia
$608K -$313K -4,701 -34%
WCA
415
Waratah Capital Advisors
Ontario, Canada
$606K -$1.22M -18,401 -67%
ECM
416
Everence Capital Management
Indiana
$605K – – –
CA
417
Cetera Advisors
Colorado
$592K -$83.1K -1,248 -12%
FCFC
418
First Commonwealth Financial Corp
Pennsylvania
$591K -$6.65K -100 -1%
ATPW
419
Ashton Thomas Private Wealth
Arizona
$584K +$584K +8,787 New
AAS
420
Avantax Advisory Services
Texas
$583K +$54.8K +825 +10%
AFS
421
Access Financial Services
Minnesota
$580K -$10.7K -161 -2%
OC
422
Oarsman Capital
Wisconsin
$577K – – –
Neuberger Berman Group
423
Neuberger Berman Group
New York
$574K +$113K +1,943 +25%
Los Angeles Capital Management
424
Los Angeles Capital Management
California
$574K +$574K +8,630 New
TNB
425
TCF National Bank
South Dakota
$569K -$442K -6,650 -44%
15 16
17
18 19