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Xcel Energy
XEL

Overview Fund Activity

834 hedge funds and large institutions have $26.9B invested in Xcel Energy in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 290 increasing their positions, 302 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-51
Holders Change %
-5.76%
% of All Funds
14.69%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
65
Increased
290
Reduced
302
Closed
105
Calls
$97.4M
Puts
$17M
Net Calls
+$80.4M
Net Calls Change
+$15.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.5B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$317M
3
Franklin Resources
Franklin Resources
California
$346M
4
MAM
Magellan Asset Management
Australia
$2.38B
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$280M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$898M
2
Capital International Investors
Capital International Investors
California
$670M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$387M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$13.2M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
551
Strategic Advisors
New York
$303K – – –
TAM
552
Tealwood Asset Management
Minnesota
$303K – – –
GHAM
553
Gilman Hill Asset Management
Connecticut
$301K – – –
IB
554
Intrust Bank
Kansas
$297K -$82.3K -1,236 -22%
PAMG
555
Patton Albertson Miller Group
Tennessee
$296K – – –
GLLW
556
Graves Light Lenhart Wealth
Virginia
$296K – – –
PI
557
PEAK6 Investments
Illinois
$292K -$685K -10,313 -70%
ST
558
Sageworth Trust
Pennsylvania
$292K – – –
Brown Advisory
559
Brown Advisory
Maryland
$292K +$53K +798 +22%
BCM
560
Brookstone Capital Management
Illinois
$289K – – –
LL
561
LPWM LLC
Minnesota
$285K +$285K +4,263 New
LWAC
562
Laurel Wealth Advisors (California)
California
$284K -$266 -4 -0.1%
TWA
563
TCI Wealth Advisors
Arizona
$284K +$6.85K +103 +2%
BFM
564
Boothbay Fund Management
New York
$282K +$282K +4,238 New
NIM
565
Nicollet Investment Management
Minnesota
$281K -$99.5K -1,494 -26%
MGIA
566
Moneta Group Investment Advisors
Missouri
$280K -$19.3K -290 -6%
SF
567
Synovus Financial
Georgia
$278K -$68.3K -1,026 -20%
UWM
568
USAdvisors Wealth Management
Minnesota
$278K -$8.85K -133 -3%
KPWS
569
Kestra Private Wealth Services
Texas
$275K +$275K +4,136 New
WIC
570
Woodmont Investment Counsel
Tennessee
$274K – – –
APP
571
Alpha Paradigm Partners
Illinois
$274K +$199K +2,994 +266%
CTA
572
Chesley Taft & Associates
Illinois
$273K – – –
OAM
573
Oppenheimer Asset Management
New York
$271K -$374K -5,624 -58%
WJWM
574
Williams Jones Wealth Management
New York
$271K – – –
MCWS
575
McKinley Carter Wealth Services
West Virginia
$268K -$57.5K -864 -18%
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