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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 %
CWP
526
CFM Wealth Partners
Texas
$446K – – –
EFM
527
E Fund Management
China
$445K +$11.5K +163 +3%
MPPLM
528
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$445K +$14.2K +200 +3%
GIM
529
Goelzer Investment Management
Indiana
$442K -$14.1K -200 -3%
CPIG
530
Chicago Partners Investment Group
Illinois
$442K -$659 -9 -0.1%
TI
531
Tidal Investments
Wisconsin
$441K -$73.1K -1,032 -14%
ISL
532
Ingalls & Snyder LLC
New York
$439K +$110K +1,550 +33%
FPWM
533
FSB Premier Wealth Management
Iowa
$437K +$9.84K +139 +2%
HT
534
Heritage Trust
Oklahoma
$436K -$12.4K -175 -3%
HIM
535
Harbour Investment Management
Washington
$435K – – –
SYBT
536
Stock Yards Bank & Trust
Kentucky
$431K +$148K +2,083 +52%
Bessemer Group
537
Bessemer Group
New Jersey
$421K +$12.2K +173 +3%
KWM
538
KerberRose Wealth Management
Wisconsin
$418K +$418K +5,911 New
CG
539
Corundum Group
Colorado
$417K +$13.7K +193 +3%
PAS
540
Park Avenue Securities
New York
$416K +$72.5K +1,024 +21%
CAM
541
Centre Asset Management
New York
$415K -$6.01K -85 -1%
CGL
542
Clarius Group LLC
Washington
$415K +$17.3K +245 +4%
WA
543
WESPAC Advisors
California
$414K +$72.4K +1,023 +21%
AIMC
544
Alley Investment Management Company
Illinois
$412K -$26.9K -380 -6%
LA
545
Lifeworks Advisors
Michigan
$411K +$161K +2,275 +64%
RFN
546
RDA Financial Network
Iowa
$409K – – –
FNBSF
547
First National Bank Sioux Falls
South Dakota
$408K -$15.6K -221 -4%
CI
548
Conning Inc
Connecticut
$408K -$1.06K -15 -0.3%
AI
549
Atom Investors
Texas
$405K +$405K +5,717 New
Federated Hermes
550
Federated Hermes
Pennsylvania
$401K +$83.8K +1,185 +26%
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