XEL icon

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 %
SFG
501
SNS Financial Group
Minnesota
$525K – – –
TI
502
Tidal Investments
Wisconsin
$524K +$53.8K +745 +11%
EP
503
Eudaimonia Partners
Tennessee
$521K +$521K +7,214 New
HWM
504
HighMark Wealth Management
Minnesota
$517K -$76.3K -1,058 -13%
RC
505
Resolution Capital
Australia
$517K – – –
JF
506
JSF Financial
California
$514K +$514K +7,122 New
EWA
507
EP Wealth Advisors
California
$508K +$98.6K +1,366 +24%
MM
508
MQS Management
New York
$508K +$262K +3,634 +107%
CWM
509
Chesapeake Wealth Management
Virginia
$506K -$99K -1,371 -16%
MHR
510
Matthew Hamilton Rosenberg
$506K +$82.4K +1,141 +19%
BL
511
Balentine LLC
Georgia
$506K +$506K +7,015 New
SSWG
512
Seven Springs Wealth Group
Tennessee
$503K – – –
BTWM
513
Baker Tilly Wealth Management
Wisconsin
$497K +$497K +6,889 New
AF
514
Affiance Financial
Minnesota
$496K – – –
GG
515
Gofen & Glossberg
Illinois
$490K -$14.1K -196 -3%
WFI
516
West Family Investments
California
$489K +$157K +2,182 +48%
CG
517
Colony Group
Massachusetts
$486K +$81K +1,122 +20%
CCA
518
Checchi Capital Advisers
California
$483K +$25.1K +348 +5%
AF
519
Allworth Financial
California
$473K +$21.4K +296 +5%
IA
520
IFP Advisors
Florida
$471K +$122K +4,334 +35%
GA
521
GoalVest Advisory
New York
$469K +$469K +6,499 New
GIM
522
Goelzer Investment Management
Indiana
$465K -$64.9K -900 -12%
5L
523
55I LLC
Massachusetts
$464K +$128K +1,769 +38%
IC
524
IEQ Capital
California
$459K +$130K +1,793 +39%
HT
525
Heritage Trust
Oklahoma
$458K – – –
19 20
21
22 23