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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 %
CC
601
Centiva Capital
New York
$249K +$249K +3,773 New
BOH
602
Bank of Hawaii
Hawaii
$248K – – –
AWM
603
Accel Wealth Management
Iowa
$248K +$857 +13 +0.3%
CWM
604
Cornerstone Wealth Management
Missouri
$246K +$246K +3,740 New
BP
605
Ballentine Partners
Massachusetts
$244K +$1.52K +23 +0.6%
RFA
606
Reilly Financial Advisors
California
$243K -$10.5K -160 -4%
SAM
607
Strategy Asset Managers
California
$243K +$37K +560 +18%
GW
608
GW & Wade
Massachusetts
$242K +$132 +2 +0.1%
BAM
609
Belpointe Asset Management
Nevada
$240K – – –
SBIA
610
Sheaff Brock Investment Advisors
Indiana
$239K +$66 +1 +0%
BA
611
Ballast Advisors
Minnesota
$238K +$264 +4 +0.1%
IWM
612
IHT Wealth Management
Illinois
$237K -$117K -1,771 -33%
TMAM
613
Tokio Marine Asset Management
Japan
$236K +$24.8K +377 +12%
TW
614
Transform Wealth
Colorado
$235K -$181K -2,750 -44%
APW
615
Austin Private Wealth
Texas
$234K – – –
CBT
616
CoreFirst Bank & Trust
Kansas
$234K – – –
FP
617
Financial Perspectives
Minnesota
$234K -$15.3M -232,441 -98%
BCI
618
Brinker Capital Investments
Pennsylvania
$233K +$233K +3,523 New
SFA
619
Sequoia Financial Advisors
Ohio
$233K +$233K +3,536 New
OWM
620
Orgel Wealth Management
Wisconsin
$231K -$12K -182 -5%
TIM
621
Thompson Investment Management
Wisconsin
$231K – – –
PCMC
622
Private Capital Management (Colorado)
Colorado
$229K +$5.86K +89 +3%
FFBTD
623
First Financial Bank - Trust Division
Ohio
$227K -$2.04K -31 -0.9%
IFAM
624
Institutional & Family Asset Management
Colorado
$225K -$11.4K -173 -5%
WT
625
Washington Trust
Rhode Island
$225K – – –
23 24
25
26 27