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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 %
FWM
401
Finer Wealth Management
Massachusetts
$902K – – –
GT
402
Greenleaf Trust
Michigan
$892K -$634K -8,960 -42%
Vontobel Holding
403
Vontobel Holding
Switzerland
$890K +$91.1K +1,298 +11%
MGWM
404
Marks Group Wealth Management
Minnesota
$884K +$73.8K +1,044 +9%
AMG
405
Advisors Management Group
Wisconsin
$878K +$4.53K +64 +0.5%
WorldQuant Millennium Advisors
406
WorldQuant Millennium Advisors
New York
$874K – – –
AWM
407
Apollon Wealth Management
South Carolina
$862K -$13K -184 -1%
CT
408
Coastline Trust
Rhode Island
$848K +$17K +240 +2%
GRP
409
Global Retirement Partners
California
$844K -$1.84K -26 -0.2%
KA
410
KLCM Advisors
Wisconsin
$843K +$4.46K +63 +0.5%
HAG
411
HighPoint Advisor Group
Illinois
$830K +$830K +11,691 New
FCBT
412
First Citizens Bank & Trust
North Carolina
$824K -$74.6K -1,055 -8%
WA
413
Wambolt & Associates
Colorado
$824K -$2.83K -40 -0.3%
CWM
414
Chronos Wealth Management
Florida
$813K – – –
OPA
415
Old Port Advisors
Maine
$806K -$4.54K -65 -0.6%
PCM
416
Prelude Capital Management
New York
$806K +$806K +11,388 New
BFS
417
Bard Financial Services
Connecticut
$805K – – –
PP
418
PrairieView Partners
Minnesota
$804K – – –
EA
419
Emerald Advisors
Washington
$804K +$151K +2,136 +23%
TWM
420
Tradition Wealth Management
Minnesota
$800K +$26.3K +371 +3%
PFS
421
Prospera Financial Services
Texas
$800K +$134K +1,888 +20%
ONB
422
Old National Bancorp
Indiana
$798K +$798K +11,281 New
LWCFA
423
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$797K – – –
MPPW
424
Mitchell & Pahl Private Wealth
Oklahoma
$791K +$110K +1,552 +16%
SC
425
Savant Capital
Illinois
$783K +$16.4K +232 +2%
15 16
17
18 19