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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 %
WP
626
WealthSource Partners
California
$310K +$283 +4 +0.1%
SSB
627
Sandy Spring Bank
Maryland
$309K -$3.54K -50 -1%
HR
628
Howe & Rusling
New York
$308K +$228K +3,222 +286%
RA
629
RFG Advisory
Alabama
$307K +$27.2K +368 +10%
IB
630
Intrust Bank
Kansas
$306K -$1.41K -20 -0.5%
DGAM
631
Desjardins Global Asset Management
Quebec, Canada
$305K -$288K -4,062 -49%
UWM
632
USAdvisors Wealth Management
Minnesota
$301K +$1.13K +16 +0.4%
NSAM
633
North Star Asset Management
Wisconsin
$300K – – –
IAA
634
Independent Advisor Alliance
North Carolina
$297K -$71.9K -1,017 -19%
FNA
635
First National Advisers
Nebraska
$297K +$297K +4,193 New
CRCM
636
Corbett Road Capital Management
Virginia
$293K +$293K +4,144 New
MCWS
637
McKinley Carter Wealth Services
West Virginia
$291K +$7.5K +106 +3%
NEWAS
638
N.E.W. Advisory Services
Wisconsin
$291K +$291K +4,116 New
GW
639
GW & Wade
Massachusetts
$290K +$283 +4 +0.1%
PCMC
640
Private Capital Management (Colorado)
Colorado
$288K – – –
QCG
641
Quadrant Capital Group
Ohio
$288K +$65.7K +929 +30%
QAM
642
Q3 Asset Management
Michigan
$287K +$287K +4,069 New
CTA
643
Chesley Taft & Associates
Illinois
$283K – – –
AIA
644
Affinity Investment Advisors
California
$283K – – –
SA
645
Strategic Advisors
New York
$283K – – –
DZ Bank
646
DZ Bank
Germany
$283K – – –
PWP
647
Principle Wealth Partners
Connecticut
$282K – – –
CFS
648
CRA Financial Services
New Jersey
$282K – – –
BP
649
Ballentine Partners
Massachusetts
$282K +$16.4K +232 +6%
TCM
650
Triumph Capital Management
Colorado
$281K – – –
24 25
26
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