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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 %
BP
651
Ballentine Partners
Massachusetts
$246K -$2.16K -32 -0.9%
BA
652
Ballast Advisors
Minnesota
$245K +$271 +4 +0.1%
APW
653
Austin Private Wealth
Texas
$241K – – –
CBT
654
CoreFirst Bank & Trust
Kansas
$241K – – –
FP
655
Financial Perspectives
Minnesota
$240K – – –
TW
656
Transform Wealth
Colorado
$240K -$1.35K -20 -0.6%
TAM
657
Tealwood Asset Management
Minnesota
$237K -$67.8K -1,000 -22%
PGFC
658
Peapack-Gladstone Financial Corp
New Jersey
$237K -$3.58K -53 -1%
OWM
659
Orgel Wealth Management
Wisconsin
$237K -$2.43K -36 -1%
TIM
660
Thompson Investment Management
Wisconsin
$237K – – –
OWP
661
Obermeyer Wealth Partners
Colorado
$237K – – –
SWM
662
Segment Wealth Management
Texas
$237K +$237K +3,499 New
SFA
663
Sequoia Financial Advisors
Ohio
$235K +$235K +3,471 New
LCM
664
LCM Capital Management
Illinois
$235K +$235K +3,477 New
PCMC
665
Private Capital Management (Colorado)
Colorado
$234K +$3.59K +53 +2%
QT
666
Quantamental Technologies
New York
$233K -$743K -10,993 -76%
DU
667
Delphia (USA)
Ontario, Canada
$233K +$233K +3,449 New
MFW
668
Meristem Family Wealth
Minnesota
$231K -$2.71K -40 -1%
MM
669
MQS Management
New York
$231K +$231K +3,411 New
PFSC
670
Peoples Financial Services Corp
Pennsylvania
$230K – – –
FPAS
671
Focus Partners Advisor Solutions
Missouri
$230K +$230K +3,400 New
CFA
672
Carroll Financial Associates
North Carolina
$229K +$56.7K +852 +33%
WP
673
WealthSource Partners
California
$228K +$271 +4 +0.1%
DCM
674
Donaldson Capital Management
Indiana
$226K -$271 -4 -0.1%
LFAS
675
Level Four Advisory Services
Texas
$225K -$32.3K -476 -13%
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