XEL icon

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 %
OPS
426
Orion Portfolio Solutions
Nebraska
$781K -$46.8K -661 -6%
JAM
427
Jupiter Asset Management
United Kingdom
$775K +$775K +10,949 New
TC
428
TownSquare Capital
Utah
$771K -$562K -7,937 -42%
EF
429
Empirical Finance
Pennsylvania
$767K +$41.6K +588 +6%
OBGC
430
O'Brien Greene & Co
Pennsylvania
$765K – – –
BB
431
Bell Bank
North Dakota
$763K +$161K +2,272 +27%
SHFA
432
SC&H Financial Advisors
Maryland
$762K +$205K +2,890 +37%
ASN
433
Advisory Services Network
Georgia
$756K +$15.1K +213 +2%
FHB
434
First Hawaiian Bank
Hawaii
$753K +$82.8K +1,170 +12%
BL
435
Balentine LLC
Georgia
$753K +$256K +3,620 +52%
MC
436
Moors & Cabot
Massachusetts
$752K -$23.8K -337 -3%
PCIA
437
Prime Capital Investment Advisors
Kansas
$752K +$7.5K +106 +1%
ETC
438
Exchange Traded Concepts
Oklahoma
$748K +$53.2K +752 +8%
CFA
439
Cahill Financial Advisors
Minnesota
$743K +$779 +11 +0.1%
SI
440
Shaker Investments
Ohio
$734K +$734K +10,372 New
ANB
441
Amarillo National Bank
Texas
$730K – – –
BAM
442
Blueshift Asset Management
New Jersey
$718K -$1.94M -27,431 -73%
FNBTCON
443
First National Bank & Trust Co of Newtown
Pennsylvania
$714K -$14.9K -210 -2%
WT
444
Whittier Trust
California
$704K – – –
FMII
445
Farmers & Merchants Investments Inc
Nebraska
$700K +$14.1K +200 +2%
SLI
446
Sumitomo Life Insurance
Japan
$698K +$18.6K +263 +3%
FNBT
447
FineMark National Bank & Trust
Florida
$693K -$36.7K -518 -5%
CAM
448
Carret Asset Management
New York
$692K – – –
S
449
SignatureFD
Georgia
$686K +$84.8K +1,198 +14%
MAM
450
Meeder Asset Management
Ohio
$680K +$305K +4,312 +81%
16 17
18
19 20