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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 %
CI
551
Conning Inc
Connecticut
$417K +$32.1K +445 +8%
Bessemer Group
552
Bessemer Group
New Jersey
$417K +$38.7K +536 +10%
CG
553
Corundum Group
Colorado
$412K +$43.1K +597 +12%
SF
554
Symphony Financial
Texas
$409K -$12.1K -162 -3%
SCM
555
Schnieders Capital Management
California
$408K – – –
CWM
556
Calamos Wealth Management
Illinois
$408K +$60.1K +834 +17%
HWM
557
HB Wealth Management
Georgia
$407K +$118K +1,635 +41%
JMF
558
Johnson Midwest Financial
Iowa
$406K +$721 +10 +0.2%
TC
559
Toews Corporation
New Jersey
$404K +$404K +5,600 New
SIC
560
Samalin Investment Counsel
New York
$397K – – –
BFM
561
Boothbay Fund Management
New York
$394K -$123K -1,708 -24%
HBT
562
Hills Bank & Trust
Iowa
$393K – – –
Wolverine Trading
563
Wolverine Trading
Illinois
$393K +$393K +5,441 New
JHP
564
James Hambro & Partners
United Kingdom
$390K – – –
GWSG
565
GPS Wealth Strategies Group
Colorado
$387K +$144 +2 +0%
SHJ
566
Sharkey, Howes & Javer
Colorado
$386K +$1.08K +15 +0.3%
TMAM
567
Tokio Marine Asset Management
Japan
$384K +$50.4K +699 +15%
MAM
568
Meeder Asset Management
Ohio
$382K +$382K +5,292 New
CGL
569
Clarius Group LLC
Washington
$380K – – –
HL
570
HeadInvest LLC
Maine
$377K – – –
IAA
571
Independent Advisor Alliance
North Carolina
$377K +$153K +2,122 +68%
LFG
572
Larson Financial Group
Missouri
$376K +$433 +6 +0.1%
NPPM
573
North Point Portfolio Managers
Ohio
$371K – – –
PAM
574
Peak Asset Management
Colorado
$369K -$10.5K -145 -3%
WAP
575
Wealthcare Advisory Partners
Pennsylvania
$369K -$3.61K -50 -1%
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