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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 %
WA
601
Wealth Alliance
New York
$338K +$33.1K +459 +11%
FHC
602
First Heartland Consultants
Missouri
$337K -$74K -1,026 -18%
CAG
603
Csenge Advisory Group
Florida
$336K -$13.6K -188 -4%
ISL
604
Ingalls & Snyder LLC
New York
$336K -$7.21K -100 -2%
HI
605
Horizon Investments
North Carolina
$335K +$53.4K +741 +19%
PCS
606
Personal CFO Solutions
New Jersey
$334K +$334K +4,630 New
OAM
607
Oppenheimer Asset Management
New York
$333K +$6.87K +95 +2%
DWM
608
Destination Wealth Management
California
$330K +$939 +13 +0.3%
CAMG
609
CWA Asset Management Group
Florida
$330K +$5.98K +83 +2%
FMAEN1
610
Fund Management at Engine No 1
California
$329K +$329K +4,559 New
VVP
611
Venture Visionary Partners
Ohio
$328K +$2.45K +34 +0.8%
FWIA
612
Fort Washington Investment Advisors
Ohio
$328K +$328K +4,550 New
SC
613
SouthState Corp
Florida
$324K – – –
Federated Hermes
614
Federated Hermes
Pennsylvania
$323K -$24.1K -335 -7%
PCI
615
Planning Center Inc
Illinois
$323K – – –
SW
616
SVB Wealth
Massachusetts
$323K +$31.2K +433 +11%
Brown Advisory
617
Brown Advisory
Maryland
$323K +$94.9K +1,317 +42%
GLLW
618
Graves Light Lenhart Wealth
Virginia
$321K – – –
SAF
619
Smith Anglin Financial
Texas
$320K +$10.6K +147 +3%
LFG
620
Leverty Financial Group
Wisconsin
$320K +$303K +4,196 +1,741%
SSB
621
Sandy Spring Bank
Maryland
$319K +$433 +6 +0.1%
GHAM
622
Gilman Hill Asset Management
Connecticut
$318K – – –
FB
623
Fulton Bank
Pennsylvania
$318K +$1.59K +22 +0.5%
SIA
624
Soltis Investment Advisors
Utah
$318K +$1.95K +27 +0.6%
SF
625
Synovus Financial
Georgia
$315K – – –
23 24
25
26 27