XEL icon

Xcel Energy
XEL

Overview Fund Activity

907 hedge funds and large institutions have $27.6B invested in Xcel Energy in 2021 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 307 increasing their positions, 285 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+78
Holders Change %
+9.41%
% of All Funds
14.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
156
Increased
307
Reduced
285
Closed
64
Calls
$114M
Puts
$39M
Net Calls
+$75.5M
Net Calls Change
-$27.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$836M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$122M
3
BlackRock
BlackRock
New York
+$119M
4
Marshall Wace
Marshall Wace
United Kingdom
+$106M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$85.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$571M
2
MAM
Magellan Asset Management
Australia
-$470M
3
Capital World Investors
Capital World Investors
California
-$466M
4
Capital International Investors
Capital International Investors
California
-$141M
5
Renaissance Technologies
Renaissance Technologies
New York
-$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$430K +$39.8K +588 +10%
HT
502
Heritage Trust
Oklahoma
$429K -$80K -1,181 -16%
SWM
503
Spire Wealth Management
Virginia
$429K +$13.7K +203 +3%
CWP
504
CFM Wealth Partners
Texas
$428K – – –
TAM
505
Trillium Asset Management
Massachusetts
$428K – – –
ATC
506
Argent Trust Co
Tennessee
$428K – – –
FPWM
507
FSB Premier Wealth Management
Iowa
$427K -$65.3K -966 -13%
FNBSF
508
First National Bank Sioux Falls
South Dakota
$424K – – –
EFM
509
E Fund Management
China
$423K – – –
AF
510
Allworth Financial
California
$423K +$131K +1,933 +45%
AC
511
Alley Company
Illinois
$420K -$12.5K -184 -3%
FCH
512
Freestone Capital Holdings
Washington
$420K +$34.6K +511 +9%
PMAM
513
Picton Mahoney Asset Management
Ontario, Canada
$419K +$419K +6,200 New
HIM
514
Harbour Investment Management
Washington
$416K – – –
FHB
515
First Hawaiian Bank
Hawaii
$413K – – –
Cerity Partners
516
Cerity Partners
New York
$412K +$412K +6,035 New
RFN
517
RDA Financial Network
Iowa
$411K – – –
CCP
518
Corient Capital Partners
California
$411K +$16.6K +245 +4%
AWM
519
Axxcess Wealth Management
California
$411K +$411K +6,069 New
FAM
520
Fulcrum Asset Management
United Kingdom
$408K -$408K – –
SM
521
Sciencast Management
New Jersey
$400K +$400K +5,765 New
RJT
522
Raymond James Trust
Florida
$399K -$17.9K -264 -4%
MHR
523
Matthew Hamilton Rosenberg
$397K -$29.9K -442 -7%
CAM
524
Centre Asset Management
New York
$397K +$406 +6 +0.1%
MPPLM
525
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$397K +$17.4K +257 +5%
19 20
21
22 23