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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 %
UWM
576
USAdvisors Wealth Management
Minnesota
$276K +$1.05K +16 +0.4%
KPWS
577
Kestra Private Wealth Services
Texas
$273K +$330 +5 +0.1%
WIC
578
Woodmont Investment Counsel
Tennessee
$272K – – –
Jones Financial Companies
579
Jones Financial Companies
Missouri
$272K +$62.4K +947 +30%
LNC
580
Lincoln National Corp
Pennsylvania
$269K -$66.5K -1,008 -20%
LL
581
LPWM LLC
Minnesota
$268K -$20.3K -300 -7%
MCWS
582
McKinley Carter Wealth Services
West Virginia
$264K -$1.32K -20 -0.5%
AIA
583
Affinity Investment Advisors
California
$264K – – –
GIA
584
Gateway Investment Advisers
Ohio
$264K – – –
CTA
585
Chesley Taft & Associates
Illinois
$264K – – –
FA
586
FDx Advisors
Illinois
$264K +$264K +4,007 New
WA
587
Wealth Alliance
New York
$264K +$264K +4,014 New
RA
588
RFG Advisory
Alabama
$263K -$300K -4,545 -53%
CA
589
Calton & Associates
Florida
$263K +$14.6K +222 +6%
WJWM
590
Williams Jones Wealth Management
New York
$262K -$6.19K -94 -2%
MA
591
Montag & Associates
Georgia
$262K – – –
PWP
592
Principle Wealth Partners
Connecticut
$262K – – –
CFS
593
CRA Financial Services
New Jersey
$262K – – –
OSNBOA
594
Old Second National Bank of Aurora
Illinois
$262K – – –
IC
595
Inscription Capital
Texas
$262K +$262K +3,980 New
CG
596
Corundum Group
Colorado
$261K +$8.24K +125 +3%
CIBC World Market
597
CIBC World Market
Ontario, Canada
$261K +$261K +3,962 New
GIA
598
Gladstone Institutional Advisory
Florida
$260K -$187K -2,830 -42%
AII
599
AGF Investments Inc
Ontario, Canada
$252K -$6.58K -100 -3%
RP
600
Riverbridge Partners
Minnesota
$251K -$198 -3 -0.1%
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