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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 %
NPPM
576
North Point Portfolio Managers
Ohio
$361K -$3.54K -50 -1%
PCS
577
Personal CFO Solutions
New Jersey
$361K +$33.3K +470 +10%
SIA
578
Soltis Investment Advisors
Utah
$361K +$49.7K +703 +16%
ACM
579
AlphaStar Capital Management
North Carolina
$361K +$361K +5,096 New
SCM
580
Schnieders Capital Management
California
$357K -$42.4K -600 -11%
SF
581
Symphony Financial
Texas
$357K -$27.5K -392 -7%
GWSG
582
GPS Wealth Strategies Group
Colorado
$355K -$25.2K -356 -7%
AC
583
ASB Consultores
Florida
$354K -$67.5K -954 -16%
AC
584
Avestar Capital
New York
$352K +$57.1K +806 +19%
KWM
585
Kingsview Wealth Management
Oregon
$351K -$1.98K -28 -0.6%
WAP
586
Wealthcare Advisory Partners
Pennsylvania
$350K -$12.4K -175 -3%
ISWM
587
Independent Solutions Wealth Management
New York
$349K +$349K +4,934 New
EB
588
Eastern Bank
Massachusetts
$348K -$1.62K -23 -0.5%
AC
589
Abbrea Capital
California
$347K – – –
LSPW
590
Lake Street Private Wealth
Illinois
$347K +$75.5K +1,066 +28%
VVP
591
Venture Visionary Partners
Ohio
$347K +$24.3K +343 +8%
UB
592
UMB Bank
Missouri
$346K -$940K -13,281 -73%
LIM
593
Leavell Investment Management
Alabama
$346K – – –
BPWM
594
Badgley Phelps Wealth Managers
Washington
$344K +$4.46K +63 +1%
CRWM
595
Castle Rock Wealth Management
California
$342K – – –
FCH
596
Freestone Capital Holdings
Washington
$341K -$75.1K -1,062 -18%
MA
597
Montag & Associates
Georgia
$339K – – –
QFA
598
Quantum Financial Advisors
California
$335K +$335K +4,462 New
CIA
599
Capital Investment Advisors
Georgia
$334K +$1.06K +15 +0.3%
FIM
600
Freedom Investment Management
Connecticut
$333K -$592K -8,372 -64%
22 23
24
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