XEL icon

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.

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
1
JPMorgan Chase & Co
New York
$2.5B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$317M
3
Franklin Resources
3
Franklin Resources
California
$346M
4
MAM
4
Magellan Asset Management
Australia
$2.38B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$280M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$898M
2
Capital International Investors
2
Capital International Investors
California
$670M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$387M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$13.2M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$50.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$212M 3,180,322 -26,558 -0.8%
Principal Financial Group
27
Principal Financial Group
Iowa
$199M 2,994,848 +48,130 +2%
Bank of America
28
Bank of America
North Carolina
$190M 2,853,805 +253,168 +10%
Charles Schwab
29
Charles Schwab
California
$162M 2,438,785 +61,676 +3%
UBS AM
30
UBS AM
Illinois
$142M 2,136,472 -211,249 -9%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$134M 2,013,871 -56,872 -3%
APG Asset Management
32
APG Asset Management
Netherlands
$117M 2,060,554 -4,377 -0.2%
PPA
33
Parametric Portfolio Associates
Washington
$113M 1,702,989 +22,506 +1%
DPIM
34
Duff & Phelps Investment Management
Illinois
$108M 1,622,274 – –
Cohen & Steers
35
Cohen & Steers
New York
$106M 1,599,860 -166,043 -9%
WHRC
36
W.H. Reaves & Co
New Jersey
$102M 1,534,077 +77,372 +5%
Morgan Stanley
37
Morgan Stanley
New York
$94.1M 1,414,749 -408,247 -22%
First Trust Advisors
38
First Trust Advisors
Illinois
$90.6M 1,361,755 +146,543 +12%
American Century Companies
39
American Century Companies
Missouri
$87.8M 1,319,904 -329,032 -20%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$86.5M 1,301,262 +153,441 +13%
RCAMU
41
Rothschild & Co Asset Management US
Connecticut
$86M 1,292,409 +45,697 +4%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$80.1M 1,203,687 -17,394 -1%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$72.7M 1,093,594 +390,000 +55%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$71.2M 1,075,918 +36,531 +4%
CS
45
Credit Suisse
Switzerland
$68.6M 1,031,589 +179,591 +21%
EIP
46
Energy Income Partners
Connecticut
$65.9M 990,505 +143,997 +17%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61.2M 919,718 +36,874 +4%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$61M 916,756 -1,617 -0.2%
Barclays
49
Barclays
United Kingdom
$58.5M 879,040 +214,931 +32%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$58.2M 875,449 -43,255 -5%
1
2
3 4 5