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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 %
BRWA
451
B. Riley Wealth Advisors
Florida
$492K -$259K -3,888 -34%
DC
452
Davenport & Co
Virginia
$483K -$26.6K -400 -5%
CI
453
Conning Inc
Connecticut
$482K -$37.9K -570 -7%
EP
454
Eudaimonia Partners
Tennessee
$480K -$731 -11 -0.2%
SFS
455
Sowell Financial Services
Arkansas
$477K -$107K -1,498 -18%
EA
456
Emerald Advisors
Washington
$473K – – –
AF
457
Affiance Financial
Minnesota
$466K +$186K +2,795 +66%
OIA
458
OneDigital Investment Advisors
Kansas
$461K +$189K +2,837 +70%
PCM
459
Parsons Capital Management
Rhode Island
$454K +$14.6K +220 +3%
AG
460
AlphaSimPlex Group
Massachusetts
$454K +$136K +2,053 +43%
Fisher Asset Management
461
Fisher Asset Management
Washington
$452K -$71.6K -1,076 -14%
GIA
462
Gladstone Institutional Advisory
Florida
$450K +$450K +6,772 New
JCIA
463
Jackson Creek Investment Advisors
Colorado
$447K +$19.9K +299 +5%
FHB
464
First Hawaiian Bank
Hawaii
$446K +$102K +1,529 +30%
AC
465
Alley Company
Illinois
$445K -$3.59M -53,899 -89%
UB
466
UMB Bank
Missouri
$443K – – –
SP
467
Symmetry Partners
Connecticut
$442K -$116K -1,752 -21%
EWM
468
Empirical Wealth Management
Washington
$437K -$198K -2,980 -31%
PP
469
Prudential plc
United Kingdom
$437K +$437K +6,571 New
FAM
470
Fulcrum Asset Management
United Kingdom
$432K – – –
S
471
SignatureFD
Georgia
$427K +$43.3K +651 +11%
PTC
472
Private Trust Company
Ohio
$426K -$39.1K -589 -8%
SWM
473
Spire Wealth Management
Virginia
$426K +$426K +6,398 New
GWSG
474
GPS Wealth Strategies Group
Colorado
$424K -$19.9K -300 -4%
EFM
475
E Fund Management
China
$424K +$424K +6,370 New
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