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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.

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

Top Sellers

1
Capital World Investors
Capital World Investors
California
$898M
2
Capital International Investors
Capital International Investors
California
$670M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$387M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$13.2M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
476
Argent Trust Co
Tennessee
$423K +$8.77K +132 +2%
TAM
477
Trillium Asset Management
Massachusetts
$422K -$2.39K -36 -0.6%
SM
478
Sciencast Management
New Jersey
$422K +$422K +6,208 New
TW
479
Transform Wealth
Colorado
$420K -$362K -5,440 -46%
WANY
480
Wealthspire Advisors (New York)
New York
$420K +$75.7K +1,138 +22%
CWP
481
CFM Wealth Partners
Texas
$419K – – –
FNBSF
482
First National Bank Sioux Falls
South Dakota
$417K – – –
Wolverine Trading
483
Wolverine Trading
Illinois
$415K +$150K +2,275 +57%
CAM
484
Centre Asset Management
New York
$413K -$35.2K -530 -8%
CPIG
485
Chicago Partners Investment Group
Illinois
$412K +$49.8K +704 +14%
RJT
486
Raymond James Trust
Florida
$411K +$31K +465 +8%
HIM
487
Harbour Investment Management
Washington
$409K -$28.9K -435 -7%
VIA
488
Vident Investment Advisory
Georgia
$405K -$45.5K -683 -10%
RFN
489
RDA Financial Network
Iowa
$404K -$6.52K -98 -2%
CM
490
Capula Management
Cayman Islands
$404K +$404K +6,074 New
TPCW
491
TD Private Client Wealth
New York
$402K -$147K -2,207 -27%
SCM
492
Schnieders Capital Management
California
$398K +$166K +2,500 +72%
CW
493
CreativeOne Wealth
Kansas
$395K +$103K +1,547 +35%
KIA
494
KCM Investment Advisors
California
$393K – – –
MPPW
495
Mitchell & Pahl Private Wealth
Oklahoma
$393K +$127K +1,913 +48%
CCA
496
Checchi Capital Advisers
California
$392K -$9.31K -140 -2%
SWA
497
SFMG Wealth Advisors
Texas
$391K – – –
CFGS
498
Concourse Financial Group Securities
Alabama
$388K -$700K -10,465 -64%
SIM
499
Sentry Investment Management
Wisconsin
$382K -$1.82M -27,433 -83%
DC
500
DeDora Capital
California
$381K +$64.5K +970 +20%
18 19
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