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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 %
TW
451
TrinityPoint Wealth
Connecticut
$573K +$6.5K +96 +1%
LCM
452
Lewis Capital Management
California
$572K +$572K +8,442 New
NP
453
NorthRock Partners
Minnesota
$569K +$12.3K +181 +2%
CWM
454
Chesapeake Wealth Management
Virginia
$568K -$217K -3,201 -28%
AssetMark Inc
455
AssetMark Inc
California
$565K +$232K +3,421 +69%
HWM
456
HighMark Wealth Management
Minnesota
$557K -$4.95K -73 -0.9%
SHFA
457
SC&H Financial Advisors
Maryland
$553K +$553K +8,168 New
EB
458
Eastern Bank
Massachusetts
$552K -$147K -2,170 -21%
FCFC
459
First Commonwealth Financial Corp
Pennsylvania
$548K -$474 -7 -0.1%
CK
460
Cohen Klingenstein
New York
$548K – – –
TC
461
TownSquare Capital
Utah
$547K -$27.1K -400 -5%
BSW
462
Buckingham Strategic Wealth
Missouri
$547K -$10.5K -155 -2%
OIA
463
OneDigital Investment Advisors
Kansas
$547K +$219K +3,244 +67%
WG
464
Welch Group
Alabama
$541K – – –
S
465
SignatureFD
Georgia
$541K +$61K +901 +13%
MPM
466
MBB Public Markets
Illinois
$536K +$536K +7,923 New
FTDI
467
First Trust Direct Indexing
Massachusetts
$532K +$13K +192 +3%
HVIA
468
Hudson Valley Investment Advisors
New York
$532K +$120K +1,777 +29%
PL
469
Pluribus Labs
California
$532K +$532K +7,854 New
MPPW
470
Mitchell & Pahl Private Wealth
Oklahoma
$527K +$58.1K +857 +12%
FRA
471
Front Row Advisors
California
$526K – – –
VWA
472
V Wealth Advisors
Kansas
$523K -$158K -2,334 -23%
PCM
473
Parsons Capital Management
Rhode Island
$523K -$2.37K -35 -0.5%
BFS
474
Bradley Foster & Sargent
Connecticut
$523K – – –
BIA
475
Bigelow Investment Advisors
Maine
$518K -$12.5K -185 -2%
17 18
19
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