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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
1
BlackRock
New York
$3.51B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.76B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$616M
4
PAM
4
Panagora Asset Management
Massachusetts
$56.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$251M

Top Sellers

1
MAM
1
Magellan Asset Management
Australia
$1.98B
2
Swiss National Bank
2
Swiss National Bank
Switzerland
$144M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$269M
4
Jane Street
4
Jane Street
New York
$1.66M
5
Wells Fargo
5
Wells Fargo
California
$408M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
626
Aureus Asset Management
Massachusetts
$225K +$225K +3,420 New
PFSC
627
Peoples Financial Services Corp
Pennsylvania
$224K – – –
IA
628
Inspire Advisors
Idaho
$223K +$7.99K +121 +4%
SC
629
SouthState Corp
Florida
$222K – – –
BIM
630
Baldwin Investment Management
Pennsylvania
$222K – – –
IAA
631
Independent Advisor Alliance
North Carolina
$222K +$222K +3,375 New
PGFC
632
Peapack-Gladstone Financial Corp
New Jersey
$221K – – –
WP
633
WealthSource Partners
California
$221K +$790 +12 +0.4%
AC
634
Avestar Capital
New York
$220K +$220K +3,317 New
AF
635
Alerus Financial
North Dakota
$219K -$2.27M -34,395 -91%
DWM
636
Doyle Wealth Management
Florida
$218K – – –
HI
637
Horizon Investments
North Carolina
$217K +$5.59K +85 +3%
LSAG
638
Lake Street Advisors Group
New Hampshire
$216K +$6.33K +92 +3%
FHA
639
Flagship Harbor Advisors
Massachusetts
$215K -$527 -8 -0.2%
HB
640
Homrich & Berg
Georgia
$214K -$133K -2,026 -38%
SS
641
Sunbelt Securities
Texas
$214K +$214K +3,090 New
IC
642
IEQ Capital
California
$214K +$214K +3,247 New
Bessemer Group
643
Bessemer Group
New Jersey
$213K +$12.5K +190 +6%
CCM
644
Chilton Capital Management
Texas
$213K +$213K +3,240 New
LFAS
645
Level Four Advisory Services
Texas
$211K -$39.5K -600 -16%
PIM
646
Perpetual Investment Management
Australia
$211K – – –
WIA
647
Wealthstreet Investment Advisors
Texas
$210K -$345K -5,236 -62%
MFA
648
McClarren Financial Advisors
Pennsylvania
$210K -$2.95K -45 -1%
NNP
649
Nachman Norwood & Parrott
South Carolina
$210K -$1.72K -26 -0.8%
NB
650
Nicolet Bankshares
Wisconsin
$210K +$921 +14 +0.4%
24 25
26
27 28