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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 %
JMF
551
Johnson Midwest Financial
Iowa
$399K +$707 +10 +0.2%
Axa
552
Axa
France
$397K +$397K +5,609 New
CWM
553
Calamos Wealth Management
Illinois
$390K -$10.5K -148 -3%
SIC
554
Samalin Investment Counsel
New York
$389K – – –
FMAEN1
555
Fund Management at Engine No 1
California
$389K +$66.5K +940 +21%
FA
556
FDx Advisors
Illinois
$388K -$416K -5,875 -52%
RWP
557
RWA Wealth Partners
Massachusetts
$387K +$45.2K +639 +13%
TPCW
558
TD Private Client Wealth
New York
$386K -$57.9K -818 -13%
HWM
559
HB Wealth Management
Georgia
$384K -$15K -212 -4%
HBT
560
Hills Bank & Trust
Iowa
$384K – – –
AWM
561
Avior Wealth Management
Nebraska
$383K -$256K -3,618 -40%
JHP
562
James Hambro & Partners
United Kingdom
$382K – – –
RC
563
Resolution Capital
Australia
$379K -$129K -1,820 -25%
SHJ
564
Sharkey, Howes & Javer
Colorado
$379K +$1.06K +15 +0.3%
SCM
565
Stevens Capital Management
Pennsylvania
$371K -$1.43M -20,154 -79%
LFG
566
Larson Financial Group
Missouri
$371K +$1.77K +25 +0.5%
RSVP
567
Ramsay Stattman Vela & Price
Colorado
$370K +$84.8K +1,200 +30%
HL
568
HeadInvest LLC
Maine
$369K – – –
BCI
569
Brinker Capital Investments
Pennsylvania
$367K -$485K -6,840 -57%
KA
570
Kozak & Associates
Colorado
$366K +$1.2K +17 +0.3%
PA
571
Parallel Advisors
California
$363K +$4.82K +68 +1%
OIA
572
OneDigital Investment Advisors
Kansas
$362K -$237K -3,357 -40%
AWM
573
Axxcess Wealth Management
California
$362K -$58K -820 -14%
PAM
574
Peak Asset Management
Colorado
$362K – – –
WJWM
575
Williams Jones Wealth Management
New York
$362K +$80.4K +1,135 +29%
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