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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 %
WP
626
WealthSource Partners
California
$315K +$72.4K +1,005 +30%
FHA
627
First Horizon Advisors
Tennessee
$314K -$5.05K -70 -2%
IB
628
Intrust Bank
Kansas
$313K +$29.1K +404 +10%
FBFS
629
First Business Financial Services
Wisconsin
$310K – – –
TWA
630
TCI Wealth Advisors
Arizona
$309K +$361 +5 +0.1%
NC
631
NovaPoint Capital
Georgia
$307K +$2.52K +35 +0.8%
NSAM
632
North Star Asset Management
Wisconsin
$306K -$11.5K -159 -4%
UWM
633
USAdvisors Wealth Management
Minnesota
$306K -$5.05K -70 -2%
MNBTD
634
Moody National Bank Trust Division
Texas
$306K – – –
AC
635
Avestar Capital
New York
$303K -$582 -8 -0.2%
Acadian Asset Management
636
Acadian Asset Management
Massachusetts
$302K +$302K +4,200 New
SIM
637
Sentry Investment Management
Wisconsin
$301K -$90.3K -1,251 -23%
CTA
638
Chesley Taft & Associates
Illinois
$299K – – –
SWM
639
Scissortail Wealth Management
Oklahoma
$296K +$296K +3,849 New
GW
640
GW & Wade
Massachusetts
$295K +$360 +5 +0.1%
JFA
641
JNBA Financial Advisors
Minnesota
$294K -$11.8K -164 -4%
RSVP
642
Ramsay Stattman Vela & Price
Colorado
$291K -$39K -540 -12%
DZ Bank
643
DZ Bank
Germany
$289K -$1.33M -18,415 -82%
MCWS
644
McKinley Carter Wealth Services
West Virginia
$289K -$15.3K -212 -5%
SYBT
645
Stock Yards Bank & Trust
Kentucky
$289K – – –
AIA
646
Affinity Investment Advisors
California
$289K – – –
SA
647
Strategic Advisors
New York
$288K -$40.9K -568 -12%
CFS
648
CRA Financial Services
New Jersey
$288K – – –
PCMC
649
Private Capital Management (Colorado)
Colorado
$288K +$38.6K +535 +15%
TCM
650
Triumph Capital Management
Colorado
$287K -$1.07M -14,794 -79%
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