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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 %
TIA
576
Tandem Investment Advisors
South Carolina
$321K -$2.71K -40 -0.8%
NIM
577
Nicollet Investment Management
Minnesota
$318K -$2.3K -34 -0.7%
MGP
578
Metis Global Partners
California
$318K +$318K +4,701 New
5L
579
55I LLC
Massachusetts
$315K +$69.8K +1,032 +28%
TMAM
580
Tokio Marine Asset Management
Japan
$313K +$7.58K +112 +2%
PCI
581
Planning Center Inc
Illinois
$312K +$312K +4,479 New
WFI
582
West Family Investments
California
$311K -$577K -8,523 -65%
RSVP
583
Ramsay Stattman Vela & Price
Colorado
$310K – – –
DWM
584
Destination Wealth Management
California
$309K -$3.19K -47 -1%
WSTAM
585
Wilbanks Smith & Thomas Asset Management
Virginia
$309K – – –
SA
586
Strategic Advisors
New York
$309K – – –
IC
587
IEQ Capital
California
$309K +$58.4K +862 +23%
VVP
588
Venture Visionary Partners
Ohio
$306K – – –
OAM
589
Oppenheimer Asset Management
New York
$306K +$20.9K +308 +7%
CAMG
590
CWA Asset Management Group
Florida
$304K -$22.6K -334 -7%
SC
591
SouthState Corp
Florida
$304K +$76.1K +1,124 +33%
GLLW
592
Graves Light Lenhart Wealth
Virginia
$301K – – –
CIA
593
Capital Investment Advisors
Georgia
$301K +$813 +12 +0.3%
SSB
594
Sandy Spring Bank
Maryland
$299K -$15.3K -226 -5%
FHA
595
First Horizon Advisors
Tennessee
$299K -$10.7K -158 -3%
NSAM
596
North Star Asset Management
Wisconsin
$298K -$10.5K -155 -3%
GHAM
597
Gilman Hill Asset Management
Connecticut
$298K – – –
FB
598
Fulton Bank
Pennsylvania
$297K -$135 -2 -0%
KPWS
599
Kestra Private Wealth Services
Texas
$297K +$20.6K +305 +7%
SIA
600
Soltis Investment Advisors
Utah
$296K +$880 +13 +0.3%
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