XEL icon

Xcel Energy
XEL

Overview Fund Activity

846 hedge funds and large institutions have $27B invested in Xcel Energy in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 305 increasing their positions, 285 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+12
Holders Change %
+1.44%
% of All Funds
14.77%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
81
Increased
305
Reduced
285
Closed
63
Calls
$107M
Puts
$18.8M
Net Calls
+$88.5M
Net Calls Change
+$8.09M

Top Buyers

1
BlackRock
BlackRock
New York
$3.51B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.76B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$616M
4
PAM
Panagora Asset Management
Massachusetts
$56.8M
5
Goldman Sachs
Goldman Sachs
New York
$251M

Top Sellers

1
MAM
Magellan Asset Management
Australia
$1.98B
2
Swiss National Bank
Swiss National Bank
Switzerland
$144M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$269M
4
Jane Street
Jane Street
New York
$1.66M
5
Wells Fargo
Wells Fargo
California
$408M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
476
Conning Inc
Connecticut
$437K -$40.8K -619 -9%
MAM
477
Meeder Asset Management
Ohio
$428K +$68.2K +1,035 +19%
PTC
478
Private Trust Company
Ohio
$426K +$3.88K +59 +0.9%
FTDI
479
First Trust Direct Indexing
Massachusetts
$423K +$191K +2,898 +82%
MYLI
480
Meiji Yasuda Life Insurance
Japan
$422K -$103K -1,569 -20%
CCA
481
Checchi Capital Advisers
California
$422K +$33.6K +510 +9%
AC
482
Alley Company
Illinois
$421K -$19.9K -302 -5%
GWSG
483
GPS Wealth Strategies Group
Colorado
$421K +$198 +3 +0%
ATC
484
Argent Trust Co
Tennessee
$417K -$2.97K -45 -0.7%
TAM
485
Trillium Asset Management
Massachusetts
$416K -$1.84K -28 -0.4%
CWP
486
CFM Wealth Partners
Texas
$415K – – –
DC
487
DeDora Capital
California
$415K +$37.2K +564 +10%
FNBSF
488
First National Bank Sioux Falls
South Dakota
$413K – – –
CCP
489
Corient Capital Partners
California
$412K +$41.6K +631 +11%
EF
490
Empirical Finance
Pennsylvania
$410K +$62.7K +952 +18%
FBC
491
Fairfield, Bush & Co
Connecticut
$410K +$205K +3,099 +100%
Fisher Asset Management
492
Fisher Asset Management
Washington
$409K -$38.5K -584 -9%
EWM
493
Empirical Wealth Management
Washington
$408K -$24.7K -375 -6%
TPCW
494
TD Private Client Wealth
New York
$407K +$9.16K +139 +2%
SWM
495
Spire Wealth Management
Virginia
$407K -$14.3K -217 -3%
RJT
496
Raymond James Trust
Florida
$405K -$1.38K -21 -0.3%
HIM
497
Harbour Investment Management
Washington
$405K – – –
VPIM
498
Vanguard Personalized Indexing Management
California
$405K +$62.3K +946 +18%
SP
499
Symmetry Partners
Connecticut
$404K -$34K -516 -8%
CW
500
CreativeOne Wealth
Kansas
$404K +$12.9K +196 +3%
18 19
20
21 22