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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 %
SF
601
Synovus Financial
Georgia
$293K +$6.2K +92 +2%
UWM
602
USAdvisors Wealth Management
Minnesota
$292K +$1.69K +25 +0.6%
FBFS
603
First Business Financial Services
Wisconsin
$291K +$291K +4,291 New
SAF
604
Smith Anglin Financial
Texas
$290K +$290K +4,287 New
TWA
605
TCI Wealth Advisors
Arizona
$289K -$3.86K -57 -1%
MNBTD
606
Moody National Bank Trust Division
Texas
$288K – – –
JFA
607
JNBA Financial Advisors
Minnesota
$287K -$4.94K -73 -2%
WA
608
Wealth Alliance
New York
$286K +$10.8K +159 +4%
MCWS
609
McKinley Carter Wealth Services
West Virginia
$286K +$14.4K +212 +5%
NC
610
NovaPoint Capital
Georgia
$286K +$35.3K +521 +14%
FT
611
Fiduciary Trust
Massachusetts
$284K -$1.02M -15,003 -78%
AC
612
Avestar Capital
New York
$284K +$38K +559 +15%
IC
613
Inverness Counsel
New York
$281K -$105K -1,550 -27%
PAMG
614
Patton Albertson Miller Group
Tennessee
$281K – – –
WIC
615
Woodmont Investment Counsel
Tennessee
$279K -$11K -163 -4%
GW
616
GW & Wade
Massachusetts
$277K +$203 +3 +0.1%
SW
617
SVB Wealth
Massachusetts
$274K +$274K +4,045 New
JF
618
Jump Financial
Illinois
$273K +$273K +4,030 New
NEWAS
619
N.E.W. Advisory Services
Wisconsin
$272K – – –
CTA
620
Chesley Taft & Associates
Illinois
$271K – – –
AIA
621
Affinity Investment Advisors
California
$271K – – –
SYBT
622
Stock Yards Bank & Trust
Kentucky
$271K +$27.1K +401 +11%
HWM
623
HB Wealth Management
Georgia
$271K +$271K +4,006 New
CFS
624
CRA Financial Services
New Jersey
$270K – – –
GHA
625
GW Henssler & Associates
Georgia
$270K +$270K +3,994 New
23 24
25
26 27