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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 %
Cerity Partners
651
Cerity Partners
New York
$203K -$95.6K -1,439 -32%
LSAG
652
Lake Street Advisors Group
New Hampshire
$203K -$12.5K -188 -6%
Bessemer Group
653
Bessemer Group
New Jersey
$203K +$46.7K +701 +30%
GIA
654
GHP Investment Advisors
Colorado
$202K -$9.71K -146 -5%
CWM
655
Cranbrook Wealth Management
Michigan
$193K – – –
TC
656
Trust Company
Kansas
$192K – – –
NIPH
657
NN Investment Partners Holdings
Netherlands
$189K – – –
SBL
658
Sargent Bickham Lagudis
Colorado
$187K -$42.5K -640 -19%
TCOV
659
Trust Company of Vermont
Vermont
$187K – – –
KC
660
Kepos Capital
New York
$183K – – –
BAM
661
Barrett Asset Management
New York
$182K – – –
ST
662
Smithfield Trust
Pennsylvania
$181K -$6.64K -100 -4%
TCA
663
Tortoise Capital Advisors
Kansas
$180K +$1.66K +25 +0.9%
QCG
664
Quadrant Capital Group
Ohio
$176K +$65K +978 +59%
HPC
665
HM Payson & Co
Maine
$175K -$11.3K -170 -6%
CFA
666
Carroll Financial Associates
North Carolina
$171K +$994 +15 +0.6%
WWM
667
Wolff Wiese Magana
California
$168K +$133 +2 +0.1%
FCMT
668
Founders Capital Management (Texas)
Texas
$166K -$370K -5,574 -69%
Federated Hermes
669
Federated Hermes
Pennsylvania
$165K -$149K -2,239 -48%
JGIA
670
Jackson Grant Investment Advisers
Connecticut
$158K – – –
M
671
MOTCO
Texas
$156K -$2.27K -34 -1%
RTC
672
Riverview Trust Company
Washington
$155K – – –
GC
673
Garde Capital
Washington
$153K – – –
IF
674
Ironwood Financial
Arizona
$150K – – –
FMTCOCP
675
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$145K – – –
25 26
27
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