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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 %
PAM
551
Peak Asset Management
Colorado
$356K – – –
Bessemer Group
552
Bessemer Group
New Jersey
$355K -$300K -4,426 -46%
HL
553
HeadInvest LLC
Maine
$353K – – –
LFG
554
Larson Financial Group
Missouri
$353K +$344K +5,084 +4,035%
BPWM
555
Badgley Phelps Wealth Managers
Washington
$351K – – –
WAP
556
Wealthcare Advisory Partners
Pennsylvania
$350K +$36.7K +542 +12%
NPPM
557
North Point Portfolio Managers
Ohio
$348K – – –
CG
558
Corundum Group
Colorado
$346K +$34K +502 +11%
QCM
559
Quantinno Capital Management
New York
$345K +$345K +5,093 New
KWM
560
Kingsview Wealth Management
Oregon
$344K -$14.7K -217 -4%
FA
561
FDx Advisors
Illinois
$340K +$46.1K +682 +16%
LWAC
562
Laurel Wealth Advisors (California)
California
$339K +$107K +1,586 +46%
AIM
563
Aigen Investment Management
New York
$336K -$2.61M -39,561 -89%
CRWM
564
Castle Rock Wealth Management
California
$335K – – –
AC
565
Abbrea Capital
California
$332K – – –
MC
566
Machina Capital
France
$332K +$332K +4,900 New
LIM
567
Leavell Investment Management
Alabama
$331K +$2.59K +38 +0.8%
RWP
568
RWA Wealth Partners
Massachusetts
$327K – – –
CWM
569
Calamos Wealth Management
Illinois
$327K +$1.02K +15 +0.3%
Federated Hermes
570
Federated Hermes
Pennsylvania
$326K -$10.1K -150 -3%
CAG
571
Csenge Advisory Group
Florida
$325K -$403 -6 -0.1%
XT
572
XTX Topco
Cayman Islands
$324K +$324K +4,784 New
ZIM
573
Zacks Investment Management
Illinois
$323K -$542 -8 -0.2%
ISL
574
Ingalls & Snyder LLC
New York
$322K – – –
MA
575
Montag & Associates
Georgia
$322K +$83.3K +1,230 +35%
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