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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 %
FA
426
FDx Advisors
Illinois
$820K +$457K +6,332 +126%
V
427
Veritable
Delaware
$817K +$55.3K +767 +7%
FT
428
Fiduciary Trust
Massachusetts
$816K +$514K +7,125 +170%
LWCFA
429
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$813K – – –
VF
430
Virtu Financial
New York
$804K +$804K +11,136 New
OSAM
431
O'Shaughnessy Asset Management
Connecticut
$800K +$341K +4,722 +74%
MC
432
Moors & Cabot
Massachusetts
$791K -$12.6K -175 -2%
TWM
433
Tradition Wealth Management
Minnesota
$789K +$2.45K +34 +0.3%
SC
434
Savant Capital
Illinois
$782K -$9.46K -131 -1%
Assenagon Asset Management
435
Assenagon Asset Management
Luxembourg
$781K +$383K +5,311 +96%
OBGC
436
O'Brien Greene & Co
Pennsylvania
$780K +$18K +250 +2%
QC
437
Quadrature Capital
United Kingdom
$777K -$1.6M -22,189 -67%
CAM
438
Cresset Asset Management
Illinois
$777K -$51.5K -710 -6%
CFA
439
Cahill Financial Advisors
Minnesota
$757K -$25.8K -357 -3%
ASN
440
Advisory Services Network
Georgia
$756K +$96.2K +1,334 +15%
ANB
441
Amarillo National Bank
Texas
$745K +$45.1K +625 +6%
FNBT
442
FineMark National Bank & Trust
Florida
$744K -$166K -2,305 -18%
FNBTCON
443
First National Bank & Trust Co of Newtown
Pennsylvania
$744K – – –
EF
444
Empirical Finance
Pennsylvania
$740K +$83K +1,149 +13%
ACP
445
Aveo Capital Partners
Colorado
$729K -$36.1K -501 -5%
WT
446
Whittier Trust
California
$718K +$4.62K +64 +0.6%
PCIA
447
Prime Capital Investment Advisors
Kansas
$712K – – –
IMRF
448
Illinois Municipal Retirement Fund
Illinois
$710K – – –
ETC
449
Exchange Traded Concepts
Oklahoma
$709K +$701K +9,703 +8,365%
CAM
450
Carret Asset Management
New York
$706K -$36.1K -500 -5%
16 17
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