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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 %
PHK
401
Point72 Hong Kong
Hong Kong
$928K -$345K -4,788 -27%
CAGAS
402
Capital Advisory Group Advisory Services
Minnesota
$921K +$19.1K +265 +2%
FWM
403
Finer Wealth Management
Massachusetts
$920K – – –
FCBT
404
First Citizens Bank & Trust
North Carolina
$916K +$77.7K +1,077 +9%
GRP
405
Global Retirement Partners
California
$912K +$912K +11,959 New
AIL
406
AGF Investments LLC
Ontario, Canada
$908K +$908K +12,586 New
RIM
407
Redpoint Investment Management
Australia
$903K -$2.53M -35,063 -74%
AWM
408
Apollon Wealth Management
South Carolina
$893K +$49.4K +684 +6%
WorldQuant Millennium Advisors
409
WorldQuant Millennium Advisors
New York
$891K +$79.8K +1,105 +10%
AMG
410
Advisors Management Group
Wisconsin
$890K +$65.8K +912 +8%
CL
411
Choreo LLC
Illinois
$890K +$890K +12,330 New
BWM
412
BerganKDV Wealth Management
Minnesota
$889K -$12.2K -169 -1%
ADL
413
Asset Dedication LLC
California
$876K +$868K +11,984 +11,413%
BCI
414
Brinker Capital Investments
Pennsylvania
$868K -$311K -4,312 -26%
KA
415
KLCM Advisors
Wisconsin
$855K +$43.3K +600 +5%
TC
416
Telemus Capital
Michigan
$851K +$851K +11,795 New
WA
417
Wambolt & Associates
Colorado
$850K -$12.7K -175 -1%
CT
418
Coastline Trust
Rhode Island
$848K +$9.03K +125 +1%
OPS
419
Orion Portfolio Solutions
Nebraska
$844K -$54.3K -753 -6%
OPA
420
Old Port Advisors
Maine
$844K -$22.8K -313 -3%
CWM
421
Chronos Wealth Management
Florida
$829K – – –
MGWM
422
Marks Group Wealth Management
Minnesota
$827K +$113K +1,566 +16%
Vontobel Holding
423
Vontobel Holding
Switzerland
$823K – – –
BFS
424
Bard Financial Services
Connecticut
$821K – – –
PP
425
PrairieView Partners
Minnesota
$820K +$85.9K +1,190 +12%
15 16
17
18 19