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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
JPMorgan Chase & Co
New York
$2.5B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$317M
3
Franklin Resources
Franklin Resources
California
$346M
4
MAM
Magellan Asset Management
Australia
$2.38B
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$280M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$898M
2
Capital International Investors
Capital International Investors
California
$670M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$387M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$13.2M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
426
RFG Advisory
Alabama
$567K -$771K -11,600 -58%
MC
427
Moors & Cabot
Massachusetts
$567K +$17.8K +268 +3%
HT
428
Heritage Trust
Oklahoma
$563K -$67.3K -1,011 -11%
HAG
429
HighPoint Advisor Group
Illinois
$562K +$1.89K +28 +0.3%
WIA
430
Wealthstreet Investment Advisors
Texas
$560K +$5.98K +90 +1%
WT
431
Whittier Trust
California
$557K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
432
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$555K -$1.64M -24,646 -75%
GA
433
GoalVest Advisory
New York
$552K +$552K +8,296 New
HWM
434
HighMark Wealth Management
Minnesota
$551K +$1.86K +28 +0.3%
WG
435
Welch Group
Alabama
$548K – – –
O
436
Ossiam
France
$542K -$1.09M -16,329 -67%
CGIM
437
Cannon Global Investment Management
Florida
$532K +$532K +8,000 New
SC
438
Savant Capital
Illinois
$530K +$12.4K +186 +2%
MYLI
439
Meiji Yasuda Life Insurance
Japan
$530K +$19.9K +300 +4%
BFS
440
Bradley Foster & Sargent
Connecticut
$527K +$12.6K +190 +2%
GIM
441
Goelzer Investment Management
Indiana
$522K -$6.65K -100 -1%
FRA
442
Front Row Advisors
California
$517K – – –
SF
443
Symphony Financial
Texas
$515K -$386K -5,662 -43%
LS
444
Livforsakringsbolaget Skandia
Sweden
$514K – – –
MHR
445
Matthew Hamilton Rosenberg
$513K +$192K +2,891 +60%
BMSSC
446
B. Metzler seel. Sohn & Co
Germany
$511K – – –
TWI
447
Thomas White International
Illinois
$507K -$209K -3,150 -29%
SFG
448
SNS Financial Group
Minnesota
$507K +$1.66K +25 +0.3%
MA
449
Mutual Advisors
Nebraska
$506K +$506K +7,614 New
GG
450
Gofen & Glossberg
Illinois
$498K +$13.3K +200 +3%
16 17
18
19 20