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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.

New
Increased
Maintained
Reduced
Closed
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
Aristotle Capital Management
California
+$1.24B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$297M
3
BC
Brookfield Corp
Ontario, Canada
+$194M
4
State Street
State Street
Massachusetts
+$158M
5
Bank of America
Bank of America
North Carolina
+$107M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$915M
2
BlackRock
BlackRock
New York
-$576M
3
Franklin Resources
Franklin Resources
California
-$191M
4
Marshall Wace
Marshall Wace
United Kingdom
-$92M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$91.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
476
Access Financial Services
Minnesota
$612K +$289 +4 +0%
OIA
477
OneDigital Investment Advisors
Kansas
$612K +$28K +388 +5%
KC
478
Kepos Capital
New York
$611K -$462K -6,402 -43%
LCM
479
Lewis Capital Management
California
$609K – – –
BRWA
480
B. Riley Wealth Advisors
Florida
$604K -$437K -6,043 -42%
DGAM
481
Desjardins Global Asset Management
Quebec, Canada
$604K -$196K -2,710 -24%
BSW
482
Buckingham Strategic Wealth
Missouri
$600K +$16.7K +231 +3%
KIA
483
KCM Investment Advisors
California
$593K +$130K +1,800 +28%
FTDI
484
First Trust Direct Indexing
Massachusetts
$590K +$22.8K +316 +4%
FCFC
485
First Commonwealth Financial Corp
Pennsylvania
$585K – – –
CK
486
Cohen Klingenstein
New York
$585K – – –
WG
487
Welch Group
Alabama
$577K – – –
SHFA
488
SC&H Financial Advisors
Maryland
$568K -$21.4K -296 -4%
PCM
489
Parsons Capital Management
Rhode Island
$565K +$7.22K +100 +1%
FRA
490
Front Row Advisors
California
$561K – – –
BFS
491
Bradley Foster & Sargent
Connecticut
$557K – – –
BIA
492
Bigelow Investment Advisors
Maine
$555K +$3.53K +49 +0.6%
SWA
493
SFMG Wealth Advisors
Texas
$554K +$159K +2,208 +40%
VWA
494
V Wealth Advisors
Kansas
$552K -$5.63K -78 -1%
MA
495
Mutual Advisors
Nebraska
$552K +$72 +1 +0%
TWI
496
Thomas White International
Illinois
$550K – – –
PTC
497
Private Trust Company
Ohio
$548K +$126K +1,746 +30%
PWM
498
Perigon Wealth Management
California
$541K +$77.1K +1,068 +17%
SBL
499
Sargent Bickham Lagudis
Colorado
$533K +$24.9K +345 +5%
CW
500
CreativeOne Wealth
Kansas
$529K -$722 -10 -0.1%
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