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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 %
FHB
501
First Hawaiian Bank
Hawaii
$402K -$40.1K -608 -9%
RFN
502
RDA Financial Network
Iowa
$400K – – –
CPIG
503
Chicago Partners Investment Group
Illinois
$400K +$1.91K +28 +0.5%
SCM
504
Stevens Capital Management
Pennsylvania
$394K +$394K +5,980 New
KIA
505
KCM Investment Advisors
California
$390K – – –
SWA
506
SFMG Wealth Advisors
Texas
$387K – – –
CAM
507
Centre Asset Management
New York
$386K -$23K -350 -6%
SIM
508
Sentry Investment Management
Wisconsin
$379K – – –
CFGS
509
Concourse Financial Group Securities
Alabama
$378K -$6.5K -98 -2%
VA
510
Valmark Advisers
Ohio
$378K +$43K +652 +13%
EWA
511
EP Wealth Advisors
California
$373K +$527 +8 +0.1%
KWM
512
Kingsview Wealth Management
Oregon
$373K +$43.2K +645 +13%
MPPLM
513
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$369K -$288K -4,370 -44%
CG
514
Colony Group
Massachusetts
$369K – – –
JMF
515
Johnson Midwest Financial
Iowa
$369K +$659 +10 +0.2%
APA
516
American Portfolios Advisors
New York
$368K +$11.1K +169 +3%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$367K +$4.95K +75 +1%
SIC
518
Samalin Investment Counsel
New York
$362K – – –
SCM
519
Schnieders Capital Management
California
$358K -$36.2K -550 -9%
HBT
520
Hills Bank & Trust
Iowa
$358K -$12K -182 -3%
APP
521
Alpha Paradigm Partners
Illinois
$358K +$86.9K +1,321 +32%
FC
522
FORA Capital
Florida
$358K +$358K +5,436 New
ISL
523
Ingalls & Snyder LLC
New York
$357K -$11.8K -180 -3%
JHP
524
James Hambro & Partners
United Kingdom
$356K – – –
BCM
525
Brookstone Capital Management
Illinois
$352K +$58K +858 +20%
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