XEL icon

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.

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
1
Aristotle Capital Management
California
$1.24B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.64B
3
BC
3
Brookfield Corp
Ontario, Canada
$203M
4
State Street
4
State Street
Massachusetts
$2.16B
5
Bank of America
5
Bank of America
North Carolina
$297M

Top Sellers

1
MAM
1
Magellan Asset Management
Australia
$706M
2
BlackRock
2
BlackRock
New York
$3.34B
3
Franklin Resources
3
Franklin Resources
California
$170M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$22.1M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$6.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$199M +$6.98M +96,715 +4%
Principal Financial Group
27
Principal Financial Group
Iowa
$190M -$19.7M -273,448 -9%
Franklin Resources
28
Franklin Resources
California
$170M -$191M -2,646,522 -53%
Swiss National Bank
29
Swiss National Bank
Switzerland
$168M +$20.7M +286,500 +14%
UBS AM
30
UBS AM
Illinois
$150M +$10.2M +140,765 +7%
DPIM
31
Duff & Phelps Investment Management
Illinois
$149M +$19.9M +275,897 +15%
Capital International Investors
32
Capital International Investors
California
$139M -$76.3M -1,057,480 -35%
Morgan Stanley
33
Morgan Stanley
New York
$137M -$4.12M -57,085 -3%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$134M +$83M +1,149,791 +164%
ESCM
35
Echo Street Capital Management
New York
$128M +$86.5M +1,199,094 +211%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$127M -$1.37M -18,992 -1%
APG Asset Management
37
APG Asset Management
Netherlands
$127M -$4.66M -71,800 -4%
Nordea Investment Management
38
Nordea Investment Management
Sweden
$125M +$28.7M +396,291 +30%
PPA
39
Parametric Portfolio Associates
Washington
$125M +$1.5M +20,849 +1%
Millennium Management
40
Millennium Management
New York
$123M -$87.7M -1,215,317 -42%
WHRC
41
W.H. Reaves & Co
New Jersey
$116M -$11.3M -156,408 -9%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$102M +$32.8M +454,836 +48%
RCAMU
43
Rothschild & Co Asset Management US
Connecticut
$102M +$731K +10,129 +0.7%
Jennison Associates
44
Jennison Associates
New York
$100M +$121K +1,683 +0.1%
First Trust Advisors
45
First Trust Advisors
Illinois
$95.9M -$6.34M -87,836 -6%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$95.2M +$7.52M +104,140 +9%
CVA
47
Ceredex Value Advisors
Florida
$89.3M +$3.62M +49,865 +4%
American Century Companies
48
American Century Companies
Missouri
$86.9M -$23.4M -324,358 -21%
EVM
49
Eaton Vance Management
Massachusetts
$83.5M +$31.6M +437,547 +61%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$83.1M -$3.07M -42,596 -4%
1
2
3 4 5