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Xcel Energy
XEL

Overview Fund Activity

846 hedge funds and large institutions have $27B invested in Xcel Energy in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 305 increasing their positions, 285 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+12
Holders Change %
+1.44%
% of All Funds
14.77%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
81
Increased
305
Reduced
285
Closed
63
Calls
$107M
Puts
$18.8M
Net Calls
+$88.5M
Net Calls Change
+$8.09M

Top Buyers

1
BlackRock
BlackRock
New York
$3.51B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.76B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$616M
4
PAM
Panagora Asset Management
Massachusetts
$56.8M
5
Goldman Sachs
Goldman Sachs
New York
$251M

Top Sellers

1
MAM
Magellan Asset Management
Australia
$1.98B
2
Swiss National Bank
Swiss National Bank
Switzerland
$144M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$269M
4
Jane Street
Jane Street
New York
$1.66M
5
Wells Fargo
Wells Fargo
California
$408M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSAM
551
North Star Asset Management
Wisconsin
$300K -$1.65K -25 -0.5%
SA
552
Strategic Advisors
New York
$300K – – –
FCH
553
Freestone Capital Holdings
Washington
$299K -$15.8K -239 -5%
Axa
554
Axa
France
$299K -$10.5K -159 -3%
CAMG
555
CWA Asset Management Group
Florida
$299K -$6.7K -100 -2%
LWAC
556
Laurel Wealth Advisors (California)
California
$298K +$15.9K +241 +6%
TI
557
Tidal Investments
Wisconsin
$298K +$298K +4,523 New
IB
558
Intrust Bank
Kansas
$297K +$3.88K +59 +1%
VVP
559
Venture Visionary Partners
Ohio
$296K -$13.1K -200 -4%
OAM
560
Oppenheimer Asset Management
New York
$295K +$26.4K +401 +10%
AWCI
561
Alpine Woods Capital Investors
New York
$293K -$65.8K -1,000 -18%
PAMG
562
Patton Albertson Miller Group
Tennessee
$293K – – –
GLLW
563
Graves Light Lenhart Wealth
Virginia
$293K – – –
SF
564
Symphony Financial
Texas
$290K -$206K -3,133 -42%
GHAM
565
Gilman Hill Asset Management
Connecticut
$290K -$8.63K -131 -3%
ST
566
Sageworth Trust
Pennsylvania
$289K – – –
Brown Advisory
567
Brown Advisory
Maryland
$288K -$1.71K -26 -0.6%
SIA
568
Soltis Investment Advisors
Utah
$287K +$287K +4,361 New
MFS
569
Mirabella Financial Services
United Kingdom
$287K +$287K +4,363 New
SSB
570
Sandy Spring Bank
Maryland
$285K -$18.7K -283 -6%
TWA
571
TCI Wealth Advisors
Arizona
$285K +$3.76K +57 +1%
SF
572
Synovus Financial
Georgia
$280K +$5.26K +80 +2%
JFA
573
JNBA Financial Advisors
Minnesota
$279K +$16.5K +250 +6%
MGIA
574
Moneta Group Investment Advisors
Missouri
$278K +$659 +10 +0.2%
AssetMark Inc
575
AssetMark Inc
California
$278K +$26.2K +399 +10%
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