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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 %
PTC
526
Private Trust Company
Ohio
$396K -$38.4K -567 -9%
CPIG
527
Chicago Partners Investment Group
Illinois
$393K +$6.17K +93 +2%
Fisher Asset Management
528
Fisher Asset Management
Washington
$391K -$73.1K -1,079 -16%
APP
529
Alpha Paradigm Partners
Illinois
$388K -$127K -1,883 -25%
EWA
530
EP Wealth Advisors
California
$384K +$609 +9 +0.2%
SF
531
Symphony Financial
Texas
$383K +$86.8K +1,278 +29%
SCM
532
Schnieders Capital Management
California
$382K +$13.5K +200 +4%
JMF
533
Johnson Midwest Financial
Iowa
$381K +$746 +11 +0.2%
PA
534
Parallel Advisors
California
$381K +$41.5K +613 +12%
CG
535
Colony Group
Massachusetts
$380K +$2.03K +30 +0.5%
AF
536
Alerus Financial
North Dakota
$380K +$28K +414 +8%
CGL
537
Clarius Group LLC
Washington
$380K +$33.8K +500 +10%
Tudor Investment Corp
538
Tudor Investment Corp
Connecticut
$380K +$380K +5,616 New
Assenagon Asset Management
539
Assenagon Asset Management
Luxembourg
$373K -$35.6K -525 -9%
CFGS
540
Concourse Financial Group Securities
Alabama
$373K -$13.3K -195 -3%
SIC
541
Samalin Investment Counsel
New York
$372K – – –
SWA
542
SFMG Wealth Advisors
Texas
$370K -$27.6K -407 -7%
HBT
543
Hills Bank & Trust
Iowa
$368K -$68 -1 -0%
SIM
544
Sentry Investment Management
Wisconsin
$367K +$27.6K +407 +8%
JHP
545
James Hambro & Partners
United Kingdom
$366K – – –
TCA
546
Tortoise Capital Advisors
Kansas
$366K +$183K +2,707 +100%
GWSG
547
GPS Wealth Strategies Group
Colorado
$363K -$41.3K -610 -10%
KA
548
Kozak & Associates
Colorado
$362K +$842 +12 +0.2%
CI
549
Conning Inc
Connecticut
$361K -$39.5K -584 -10%
SHJ
550
Sharkey, Howes & Javer
Colorado
$361K +$361K +5,333 New
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