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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 %
GIA
576
Gateway Investment Advisers
Ohio
$266K -$22.9K -345 -8%
AIA
577
Affinity Investment Advisors
California
$266K – – –
Walleye Trading
578
Walleye Trading
New York
$266K +$266K +3,996 New
JFA
579
JNBA Financial Advisors
Minnesota
$265K -$16.6K -250 -6%
PWP
580
Principle Wealth Partners
Connecticut
$265K – – –
MA
581
Montag & Associates
Georgia
$265K – – –
OSNBOA
582
Old Second National Bank of Aurora
Illinois
$265K – – –
CFS
583
CRA Financial Services
New Jersey
$265K – – –
IWS
584
Insight Wealth Strategies
California
$264K -$18.6K -279 -7%
CT
585
Cambridge Trust
Massachusetts
$262K +$262K +3,944 New
AII
586
AGF Investments Inc
Ontario, Canada
$261K -$2.2M -33,164 -89%
RFA
587
Reilly Financial Advisors
California
$256K – – –
Marshall Wace
588
Marshall Wace
United Kingdom
$255K -$4.13M -62,220 -94%
CG
589
Corundum Group
Colorado
$255K +$8.45K +127 +3%
AssetMark Inc
590
AssetMark Inc
California
$255K +$25.7K +386 +11%
RP
591
Riverbridge Partners
Minnesota
$254K +$200 +3 +0.1%
LFAS
592
Level Four Advisory Services
Texas
$253K +$31.5K +473 +14%
CA
593
Calton & Associates
Florida
$251K -$165K -2,479 -40%
BOH
594
Bank of Hawaii
Hawaii
$250K -$50.4K -759 -17%
AWM
595
Accel Wealth Management
Iowa
$249K +$930 +14 +0.4%
OWM
596
Orgel Wealth Management
Wisconsin
$245K +$245K +3,689 New
BAM
597
Belpointe Asset Management
Nevada
$244K -$36.9K -553 -13%
BP
598
Ballentine Partners
Massachusetts
$244K -$12.3K -185 -5%
GW
599
GW & Wade
Massachusetts
$244K +$199 +3 +0.1%
Simplex Trading
600
Simplex Trading
Illinois
$244K +$244K +3,671 New
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