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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 %
MGWM
426
Marks Group Wealth Management
Minnesota
$669K +$358K +5,292 +115%
IMRF
427
Illinois Municipal Retirement Fund
Illinois
$666K -$1.54M -22,682 -70%
Credit Agricole
428
Credit Agricole
France
$665K +$472K +6,964 +244%
WG
429
Winton Group
United Kingdom
$658K +$658K +9,720 New
ANB
430
Amarillo National Bank
Texas
$656K -$19.6K -290 -3%
JW
431
Jenkins Wealth
Colorado
$655K +$655K +9,866 New
E
432
Ergoteles
New York
$651K +$651K +9,614 New
SCA
433
Stonebridge Capital Advisors
Minnesota
$649K -$24.1K -356 -4%
LMAM
434
Legg Mason Asset Management
Japan
$628K -$27.1K -400 -4%
PFS
435
Prospera Financial Services
Texas
$628K -$7.04K -104 -1%
LFA
436
Laraway Financial Advisors
Minnesota
$628K +$628K +9,270 New
EA
437
Emerald Advisors
Washington
$625K -$880 -13 -0.1%
ASN
438
Advisory Services Network
Georgia
$620K +$44.1K +651 +8%
AAS
439
Avantax Advisory Services
Texas
$618K +$13.7K +202 +2%
EF
440
Empirical Finance
Pennsylvania
$616K +$168K +2,482 +38%
IRF
441
IBM Retirement Fund
New York
$606K -$428K -6,329 -41%
CTC
442
Central Trust Company
Missouri
$606K – – –
BHWM
443
Bar Harbor Wealth Management
New Hampshire
$601K -$8.13K -120 -1%
BB
444
Bell Bank
North Dakota
$592K – – –
CA
445
Cetera Advisors
Colorado
$589K -$104K -1,543 -15%
OC
446
Oarsman Capital
Wisconsin
$587K – – –
VIA
447
Vident Investment Advisory
Georgia
$584K +$41.7K +616 +8%
SGI
448
Summit Global Investments
Utah
$583K -$677 -10 -0.1%
FMBTD
449
First Midwest Bank Trust Division
Illinois
$582K -$67.7K -1,000 -10%
AFS
450
Access Financial Services
Minnesota
$574K +$271 +4 +0%
16 17
18
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