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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 %
MYLI
576
Meiji Yasuda Life Insurance
Japan
$368K -$165K -2,279 -31%
CRWM
577
Castle Rock Wealth Management
California
$368K – – –
ZIM
578
Zacks Investment Management
Illinois
$368K +$24.3K +337 +7%
LCM
579
Laurion Capital Management
New York
$368K +$368K +5,100 New
PA
580
Parallel Advisors
California
$366K -$41.3K -570 -10%
CFGS
581
Concourse Financial Group Securities
Alabama
$365K -$32.4K -447 -8%
KA
582
Kozak & Associates
Colorado
$362K – – –
KWM
583
Kingsview Wealth Management
Oregon
$360K -$6.86K -95 -2%
LWAC
584
Laurel Wealth Advisors (California)
California
$358K -$4.63K -64 -1%
SPWM
585
Spartan Planning & Wealth Management
North Carolina
$358K +$358K +4,961 New
EB
586
Eastern Bank
Massachusetts
$357K -$232K -3,213 -39%
FRM
587
Fox Run Management
Connecticut
$357K +$357K +4,946 New
NIM
588
Nicollet Investment Management
Minnesota
$356K +$17.1K +237 +5%
AC
589
Abbrea Capital
California
$354K – – –
LIM
590
Leavell Investment Management
Alabama
$353K – – –
EP
591
Edgestream Partners
New Jersey
$351K -$126K -1,744 -26%
Cerity Partners
592
Cerity Partners
New York
$351K -$84.6K -1,172 -19%
PAS
593
Park Avenue Securities
New York
$350K +$350K +4,851 New
RWP
594
RWA Wealth Partners
Massachusetts
$349K – – –
WA
595
WESPAC Advisors
California
$349K +$349K +4,830 New
BPWM
596
Badgley Phelps Wealth Managers
Washington
$346K -$27.5K -382 -7%
MA
597
Montag & Associates
Georgia
$343K – – –
CIA
598
Capital Investment Advisors
Georgia
$340K +$19.2K +266 +6%
E
599
Ergoteles
New York
$339K -$355K -4,921 -51%
RJT
600
Raymond James Trust
Florida
$339K -$86.9K -1,202 -20%
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