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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 %
CI
501
Cigna Investments
Connecticut
$490K -$174K -2,455 -26%
AWS
502
Atria Wealth Solutions
New York
$488K +$270K +3,810 +123%
LNWWM
503
Laird Norton Wetherby Wealth Management
California
$484K +$43.9K +620 +10%
GG
504
Gofen & Glossberg
Illinois
$481K – – –
AF
505
Affiance Financial
Minnesota
$479K -$6.72K -95 -1%
CC
506
Centiva Capital
New York
$478K +$478K +6,750 New
WFI
507
West Family Investments
California
$477K -$2.34K -33 -0.5%
CG
508
Colony Group
Massachusetts
$477K +$566 +8 +0.1%
FTDI
509
First Trust Direct Indexing
Massachusetts
$476K -$102K -1,447 -18%
GSC
510
Ground Swell Capital
South Carolina
$476K +$476K +6,732 New
Two Sigma Investments
511
Two Sigma Investments
New York
$475K -$15.2M -214,472 -97%
QCM
512
Quantinno Capital Management
New York
$472K +$38.1K +538 +9%
IA
513
IFP Advisors
Florida
$471K – – –
HVIA
514
Hudson Valley Investment Advisors
New York
$469K +$41.4K +586 +10%
AF
515
Allworth Financial
California
$466K +$2.13K +30 +0.5%
CA
516
CoreCap Advisors
Michigan
$459K +$459K +6,488 New
JCIA
517
Jackson Creek Investment Advisors
Colorado
$458K -$1.9K -26 -0.4%
PP
518
Paloma Partners
Connecticut
$457K +$450K +6,352 +6,352%
LWAC
519
Laurel Wealth Advisors (California)
California
$456K +$106K +1,493 +30%
TMAM
520
Tokio Marine Asset Management
Japan
$452K +$74.8K +1,056 +20%
ATC
521
Argent Trust Co
Tennessee
$451K +$3.75K +53 +0.8%
CWM
522
Chesapeake Wealth Management
Virginia
$449K -$47.4K -669 -10%
CFGS
523
Concourse Financial Group Securities
Alabama
$448K +$89.3K +1,253 +25%
TAM
524
Trillium Asset Management
Massachusetts
$447K – – –
PTC
525
Private Trust Company
Ohio
$446K -$91.1K -1,288 -17%
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