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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 %
Vontobel Holding
401
Vontobel Holding
Switzerland
$771K -$357K -5,271 -32%
OTL
402
Oak Thistle LLC
New York
$771K +$771K +11,393 New
BFS
403
Bard Financial Services
Connecticut
$770K – – –
LWCFA
404
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$762K -$10.8K -160 -1%
KA
405
KLCM Advisors
Wisconsin
$762K – – –
WorldQuant Millennium Advisors
406
WorldQuant Millennium Advisors
New York
$761K – – –
MC
407
Moors & Cabot
Massachusetts
$754K +$113K +1,675 +18%
DGAM
408
Desjardins Global Asset Management
Quebec, Canada
$750K +$750K +11,079 New
SC
409
Savant Capital
Illinois
$743K +$139K +2,047 +23%
TWM
410
Tradition Wealth Management
Minnesota
$738K +$53K +782 +8%
CFA
411
Cahill Financial Advisors
Minnesota
$734K +$677 +10 +0.1%
ACP
412
Aveo Capital Partners
Colorado
$718K +$2.37K +35 +0.3%
V
413
Veritable
Delaware
$715K -$208K -3,069 -23%
AWM
414
Avior Wealth Management
Nebraska
$715K -$169K -2,495 -19%
OBGC
415
O'Brien Greene & Co
Pennsylvania
$715K +$2.57K +38 +0.4%
PCIA
416
Prime Capital Investment Advisors
Kansas
$712K +$30.1K +444 +4%
MFW
417
Mosaic Family Wealth
Missouri
$709K – – –
Los Angeles Capital Management
418
Los Angeles Capital Management
California
$705K +$705K +10,420 New
Caisse de Depot et Placement du Quebec (CDPQ)
419
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$697K -$13.5K -200 -2%
FNBTCON
420
First National Bank & Trust Co of Newtown
Pennsylvania
$697K – – –
CAM
421
Carret Asset Management
New York
$696K -$13.5K -200 -2%
SLI
422
Sumitomo Life Insurance
Japan
$691K -$16.1K -238 -2%
PP
423
PrairieView Partners
Minnesota
$689K -$51.8K -764 -7%
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$687K +$30.9K +456 +5%
WT
425
Whittier Trust
California
$669K +$102K +1,500 +18%
15 16
17
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