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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 %
FHC
601
First Heartland Consultants
Missouri
$330K – – –
BCM
602
Brookstone Capital Management
Illinois
$330K +$111K +1,592 +51%
WSTAM
603
Wilbanks Smith & Thomas Asset Management
Virginia
$328K +$110K +1,556 +51%
FHA
604
First Horizon Advisors
Tennessee
$326K +$18.5K +262 +6%
Walleye Trading
605
Walleye Trading
New York
$325K -$1.87M -26,459 -85%
CAMG
606
CWA Asset Management Group
Florida
$325K +$1.06K +15 +0.3%
VWA
607
V Wealth Advisors
Kansas
$324K -$217K -3,069 -40%
DWM
608
Destination Wealth Management
California
$323K – – –
AAM
609
Aureus Asset Management
Massachusetts
$322K +$43.1K +610 +15%
FBFS
610
First Business Financial Services
Wisconsin
$321K +$17.7K +250 +6%
CAG
611
Csenge Advisory Group
Florida
$318K -$11.1K -157 -3%
PCI
612
Planning Center Inc
Illinois
$318K – – –
SC
613
SouthState Corp
Florida
$318K – – –
SW
614
SVB Wealth
Massachusetts
$318K +$1.63K +23 +0.5%
APA
615
American Portfolios Advisors
New York
$318K -$768K -10,855 -71%
KPWS
616
Kestra Private Wealth Services
Texas
$316K -$97.6K -1,379 -24%
SAF
617
Smith Anglin Financial
Texas
$316K +$2.05K +29 +0.7%
GLLW
618
Graves Light Lenhart Wealth
Virginia
$315K – – –
WA
619
Wealth Alliance
New York
$314K -$17.8K -251 -5%
HI
620
Horizon Investments
North Carolina
$313K -$16.2K -229 -5%
LFG
621
Leverty Financial Group
Wisconsin
$313K – – –
FB
622
Fulton Bank
Pennsylvania
$313K +$1.34K +19 +0.4%
SF
623
Synovus Financial
Georgia
$311K – – –
GHAM
624
Gilman Hill Asset Management
Connecticut
$311K – – –
TWA
625
TCI Wealth Advisors
Arizona
$311K +$8.84K +125 +3%
23 24
25
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