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Xcel Energy
XEL

Overview Fund Activity

834 hedge funds and large institutions have $26.9B invested in Xcel Energy in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 290 increasing their positions, 302 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-51
Holders Change %
-5.76%
% of All Funds
14.69%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
65
Increased
290
Reduced
302
Closed
105
Calls
$97.4M
Puts
$17M
Net Calls
+$80.4M
Net Calls Change
+$15.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.5B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$317M
3
Franklin Resources
Franklin Resources
California
$346M
4
MAM
Magellan Asset Management
Australia
$2.38B
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$280M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$898M
2
Capital International Investors
Capital International Investors
California
$670M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$387M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$13.2M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
626
Flagship Harbor Advisors
Massachusetts
$218K +$5K +75 +2%
IA
627
Inspire Advisors
Idaho
$217K – – –
CFB
628
Cullen/Frost Bankers
Texas
$216K -$153K -2,307 -41%
MFA
629
McClarren Financial Advisors
Pennsylvania
$216K +$1.4K +21 +0.7%
GTCM
630
Gyon Technologies Capital Management
New Jersey
$215K – – –
TMAM
631
Tokio Marine Asset Management
Japan
$214K +$214K +3,211 New
HI
632
Horizon Investments
North Carolina
$214K +$214K +3,214 New
BPA
633
Beacon Pointe Advisors
California
$212K -$96.7K -1,457 -31%
Jones Financial Companies
634
Jones Financial Companies
Missouri
$212K -$2.13K -32 -1%
PIM
635
Perpetual Investment Management
Australia
$212K – – –
NNP
636
Nachman Norwood & Parrott
South Carolina
$212K +$796 +12 +0.4%
CST
637
Charles Schwab Trust
Nevada
$212K +$212K +3,171 New
NB
638
Nicolet Bankshares
Wisconsin
$211K -$52K -784 -20%
SVWAG
639
Sound View Wealth Advisors Group
Georgia
$211K +$211K +3,165 New
SW
640
SVB Wealth
Massachusetts
$210K -$3.46K -52 -2%
RT
641
Rockland Trust
Massachusetts
$209K -$111K -1,667 -35%
PSUF
642
People's United Financial
Connecticut
$209K -$2.79K -42 -1%
SAM
643
Strategy Asset Managers
California
$207K -$664K -10,001 -76%
First Manhattan
644
First Manhattan
New York
$206K – – –
FBC
645
Fairfield, Bush & Co
Connecticut
$206K – – –
CIA
646
Capital Investment Advisors
Georgia
$206K +$206K +3,098 New
WCM
647
Windsor Capital Management
Arizona
$205K -$214K -3,221 -51%
OSAM
648
O'Shaughnessy Asset Management
Connecticut
$205K -$20.4K -307 -9%
SHJ
649
Sharkey, Howes & Javer
Colorado
$205K +$932 +14 +0.5%
HBT
650
Heartland Bank & Trust
Illinois
$204K -$120K -1,802 -37%
24 25
26
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