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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 %
ATC
526
Argent Trust Co
Tennessee
$457K – – –
TAM
527
Trillium Asset Management
Massachusetts
$456K – – –
CWP
528
CFM Wealth Partners
Texas
$455K – – –
JCIA
529
Jackson Creek Investment Advisors
Colorado
$453K -$16.8K -233 -4%
SWM
530
Spire Wealth Management
Virginia
$453K -$4.98K -69 -1%
CPIG
531
Chicago Partners Investment Group
Illinois
$453K +$8.99K +120 +2%
TPCW
532
TD Private Client Wealth
New York
$453K -$12K -166 -3%
FPWM
533
FSB Premier Wealth Management
Iowa
$452K -$21K -280 -4%
LNWWM
534
Laird Norton Wetherby Wealth Management
California
$448K -$9.88K -137 -2%
XT
535
XTX Topco
Cayman Islands
$448K +$103K +1,421 +30%
AIMC
536
Alley Investment Management Company
Illinois
$448K +$448K +6,201 New
HIM
537
Harbour Investment Management
Washington
$444K – – –
QCM
538
Quantinno Capital Management
New York
$443K +$75.1K +1,039 +20%
BIP
539
Blueprint Investment Partners
North Carolina
$443K +$245K +3,400 +124%
EFM
540
E Fund Management
China
$442K -$8.81K -122 -2%
MPPLM
541
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$439K +$15.8K +219 +4%
HVIA
542
Hudson Valley Investment Advisors
New York
$436K -$131K -1,819 -23%
FNBSF
543
First National Bank Sioux Falls
South Dakota
$432K -$20.2K -280 -4%
CAM
544
Centre Asset Management
New York
$430K +$6.21K +86 +1%
AC
545
ASB Consultores
Florida
$430K +$204K +2,828 +90%
AWM
546
Axxcess Wealth Management
California
$429K -$9.39K -130 -2%
IAIM
547
International Assets Investment Management
Florida
$426K -$96.8K -1,342 -19%
FCH
548
Freestone Capital Holdings
Washington
$425K -$23.5K -325 -5%
KPWS
549
Kestra Private Wealth Services
Texas
$422K +$105K +1,451 +33%
RFN
550
RDA Financial Network
Iowa
$417K -$21.1K -292 -5%
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