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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 %
EWA
501
EP Wealth Advisors
California
$376K +$1.33K +20 +0.4%
CCP
502
Corient Capital Partners
California
$374K +$6.26K +94 +2%
HBT
503
Hills Bank & Trust
Iowa
$374K +$12.1K +182 +3%
TIA
504
Tandem Investment Advisors
South Carolina
$373K -$78.1K -1,173 -17%
ISL
505
Ingalls & Snyder LLC
New York
$373K – – –
CG
506
Colony Group
Massachusetts
$372K -$62.2K -936 -14%
JMF
507
Johnson Midwest Financial
Iowa
$372K +$665 +10 +0.2%
LNWWM
508
Laird Norton Wetherby Wealth Management
California
$366K +$6.47K +97 +2%
SIC
509
Samalin Investment Counsel
New York
$365K – – –
MAM
510
Meeder Asset Management
Ohio
$363K +$90K +1,353 +33%
AWCI
511
Alpine Woods Capital Investors
New York
$362K – – –
GWS
512
Glassman Wealth Services
Virginia
$361K +$11.6K +174 +3%
FHC
513
First Horizon Corporation
Tennessee
$361K +$48.8K +735 +16%
APA
514
American Portfolios Advisors
New York
$360K +$68.4K +1,028 +23%
JHP
515
James Hambro & Partners
United Kingdom
$359K – – –
IWM
516
IHT Wealth Management
Illinois
$357K -$35K -526 -9%
EF
517
Empirical Finance
Pennsylvania
$352K – – –
HB
518
Homrich & Berg
Georgia
$351K -$763K -11,475 -69%
MWM
519
Mission Wealth Management
California
$351K +$2.33K +35 +0.7%
PCM
520
Prelude Capital Management
New York
$351K +$104K +1,566 +42%
CRWM
521
Castle Rock Wealth Management
California
$350K – – –
PAM
522
Peak Asset Management
Colorado
$350K – – –
HL
523
HeadInvest LLC
Maine
$346K -$13.3K -200 -4%
NPPM
524
North Point Portfolio Managers
Ohio
$346K – – –
VPIM
525
Vanguard Personalized Indexing Management
California
$346K +$38.9K +585 +13%
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