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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 %
WJWM
626
Williams Jones Wealth Management
New York
$269K – – –
PWP
627
Principle Wealth Partners
Connecticut
$269K – – –
IB
628
Intrust Bank
Kansas
$267K -$22.9K -339 -8%
FC
629
FORA Capital
Florida
$265K -$833K -12,302 -76%
HI
630
Horizon Investments
North Carolina
$265K +$23.5K +346 +10%
BAM
631
Barrett Asset Management
New York
$265K +$86.4K +1,278 +48%
MGIA
632
Moneta Group Investment Advisors
Missouri
$264K -$19.8K -292 -7%
AAM
633
Aureus Asset Management
Massachusetts
$264K +$678 +10 +0.3%
GCP
634
GSA Capital Partners
United Kingdom
$263K +$263K +3,889 New
TL
635
Tradewinds LLC
North Carolina
$261K +$261K +4,215 New
RP
636
Riverbridge Partners
Minnesota
$258K – – –
BAM
637
Belpointe Asset Management
Nevada
$258K +$11.5K +171 +5%
RA
638
RFG Advisory
Alabama
$258K +$34.6K +510 +15%
DCM
639
Dupont Capital Management
Delaware
$258K +$258K +3,817 New
AWM
640
Accel Wealth Management
Iowa
$257K +$1.22K +18 +0.5%
BOH
641
Bank of Hawaii
Hawaii
$255K – – –
OSNBOA
642
Old Second National Bank of Aurora
Illinois
$255K – – –
BCM
643
Brookstone Capital Management
Illinois
$253K -$46.1K -666 -15%
LSPW
644
Lake Street Private Wealth
Illinois
$251K +$251K +3,711 New
RFA
645
Reilly Financial Advisors
California
$250K – – –
TSS
646
Two Sigma Securities
New York
$250K +$250K +3,686 New
CCMD
647
Cypress Capital Management (Delaware)
Delaware
$250K +$250K +3,700 New
EN1L
648
Engine No 1 LLC
California
$249K +$249K +3,684 New
LL
649
LPWM LLC
Minnesota
$248K -$20.3K -300 -8%
DWM
650
Doyle Wealth Management
Florida
$248K +$24.1K +357 +11%
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