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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 %
AAS
451
Avantax Advisory Services
Texas
$679K -$2.12K -30 -0.3%
SCA
452
Stonebridge Capital Advisors
Minnesota
$670K -$7.93K -112 -1%
GIA
453
Gateway Investment Advisers
Ohio
$662K +$2.12K +30 +0.3%
FT
454
Fiduciary Trust
Massachusetts
$661K -$139K -1,961 -17%
LFA
455
Laraway Financial Advisors
Minnesota
$658K +$708 +10 +0.1%
MNBTD
456
Moody National Bank Trust Division
Texas
$656K +$356K +5,033 +119%
CAM
457
Cresset Asset Management
Illinois
$647K -$114K -1,606 -15%
CTC
458
Central Trust Company
Missouri
$634K – – –
OQS
459
Occudo Quantitative Strategies
Florida
$633K +$633K +8,942 New
DC
460
Davenport & Co
Virginia
$617K -$5.17K -73 -0.8%
BIA
461
Bigelow Investment Advisors
Maine
$615K +$70.3K +993 +13%
SSWM
462
Sheets Smith Wealth Management
North Carolina
$614K -$354K -5,001 -37%
OC
463
Oarsman Capital
Wisconsin
$614K – – –
RCM
464
Regency Capital Management
Hawaii
$609K -$1.74M -24,548 -74%
NC
465
NovaPoint Capital
Georgia
$606K +$305K +4,304 +101%
AFS
466
Access Financial Services
Minnesota
$600K +$283 +4 +0%
LCM
467
Lewis Capital Management
California
$597K – – –
AG
468
AIA Group
Hong Kong
$597K +$526K +7,425 +739%
BSW
469
Buckingham Strategic Wealth
Missouri
$593K +$4.88K +69 +0.8%
PWM
470
Perigon Wealth Management
California
$591K +$60.3K +852 +11%
OSNBOA
471
Old Second National Bank of Aurora
Illinois
$587K +$306K +4,319 +109%
BRWA
472
B. Riley Wealth Advisors
Florida
$586K -$7.24K -102 -1%
BHWM
473
Bar Harbor Wealth Management
New Hampshire
$582K -$27.8K -393 -5%
KIA
474
KCM Investment Advisors
California
$581K – – –
SWP
475
Stratos Wealth Partners
Ohio
$577K -$1.88M -26,546 -77%
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