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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 %
FMII
451
Farmers & Merchants Investments Inc
Nebraska
$700K -$32.6K -451 -4%
AAS
452
Avantax Advisory Services
Texas
$695K +$35K +485 +5%
MPPW
453
Mitchell & Pahl Private Wealth
Oklahoma
$694K +$133K +1,840 +24%
Caisse de Depot et Placement du Quebec (CDPQ)
454
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$693K -$50.5K -700 -7%
SLI
455
Sumitomo Life Insurance
Japan
$693K -$43.4K -601 -6%
SCA
456
Stonebridge Capital Advisors
Minnesota
$691K -$577 -8 -0.1%
NP
457
NorthRock Partners
Minnesota
$684K +$78K +1,082 +13%
FHB
458
First Hawaiian Bank
Hawaii
$684K +$243K +3,371 +55%
PFS
459
Prospera Financial Services
Texas
$680K +$10.5K +146 +2%
CI
460
Cigna Investments
Connecticut
$678K -$196K -2,707 -22%
GIA
461
Gateway Investment Advisers
Ohio
$673K +$202K +2,791 +43%
LFA
462
Laraway Financial Advisors
Minnesota
$670K +$722 +10 +0.1%
EA
463
Emerald Advisors
Washington
$666K – – –
AWM
464
Avior Wealth Management
Nebraska
$651K -$111K -1,538 -15%
CTC
465
Central Trust Company
Missouri
$647K – – –
DC
466
DeDora Capital
California
$642K +$173K +2,390 +37%
DC
467
Davenport & Co
Virginia
$635K +$121K +1,676 +24%
CA
468
Cetera Advisors
Colorado
$633K +$5.12K +71 +0.8%
OC
469
Oarsman Capital
Wisconsin
$626K – – –
IRF
470
IBM Retirement Fund
New York
$622K -$24.4K -338 -4%
BHWM
471
Bar Harbor Wealth Management
New Hampshire
$622K -$18.6K -258 -3%
TW
472
TrinityPoint Wealth
Connecticut
$619K +$8.3K +115 +1%
MGP
473
Metis Global Partners
California
$616K +$276K +3,819 +81%
BB
474
Bell Bank
North Dakota
$614K -$17.1K -237 -3%
S
475
SignatureFD
Georgia
$613K +$36.8K +510 +6%
17 18
19
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