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Xcel Energy
XEL

Overview Fund Activity

938 hedge funds and large institutions have $29.7B invested in Xcel Energy in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 354 increasing their positions, 295 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+11
Holders Change %
+1.19%
% of All Funds
15.86%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.24%
New
98
Increased
354
Reduced
295
Closed
76
Calls
$115M
Puts
$79.6M
Net Calls
+$35.2M
Net Calls Change
-$56.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$596M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$313M
3
N
Natixis
France
+$174M
4
Morgan Stanley
Morgan Stanley
New York
+$172M
5
BlackRock
BlackRock
New York
+$123M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$473M
2
Millennium Management
Millennium Management
New York
-$115M
3
MAM
Magellan Asset Management
Australia
-$99.6M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$68.6M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGP
476
Metis Global Partners
California
$575K -$27.6K -390 -5%
CK
477
Cohen Klingenstein
New York
$573K – – –
FCFC
478
First Commonwealth Financial Corp
Pennsylvania
$570K -$2.48K -35 -0.4%
WG
479
Welch Group
Alabama
$565K – – –
CCA
480
Checchi Capital Advisers
California
$562K +$72.3K +988 +15%
JF
481
JSF Financial
California
$555K +$51.5K +728 +10%
PCMU
482
Paragon Capital Management (Utah)
Utah
$554K +$554K +7,835 New
FRA
483
Front Row Advisors
California
$550K – – –
PCM
484
Parsons Capital Management
Rhode Island
$548K -$5.31K -75 -1%
BFS
485
Bradley Foster & Sargent
Connecticut
$546K – – –
SWA
486
SFMG Wealth Advisors
Texas
$543K – – –
TWI
487
Thomas White International
Illinois
$540K – – –
SBL
488
Sargent Bickham Lagudis
Colorado
$532K +$8.85K +125 +2%
CIBC World Market
489
CIBC World Market
Ontario, Canada
$531K +$531K +7,507 New
SFG
490
SNS Financial Group
Minnesota
$530K +$12.1K +170 +2%
MA
491
Mutual Advisors
Nebraska
$527K -$14.1K -199 -3%
EP
492
Eudaimonia Partners
Tennessee
$510K – – –
IC
493
IEQ Capital
California
$509K +$59.4K +839 +13%
EWA
494
EP Wealth Advisors
California
$507K +$9.33K +132 +2%
HWM
495
HighMark Wealth Management
Minnesota
$505K -$2.34K -33 -0.5%
CW
496
CreativeOne Wealth
Kansas
$503K -$15.6K -221 -3%
MHR
497
Matthew Hamilton Rosenberg
$500K -$9.31K -128 -2%
CAN
498
Claraphi Advisory Network
United States
$500K +$500K +7,069 New
BTWM
499
Baker Tilly Wealth Management
Wisconsin
$499K +$11.9K +169 +2%
SSWG
500
Seven Springs Wealth Group
Tennessee
$493K – – –
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