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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 %
WJWM
651
Williams Jones Wealth Management
New York
$287K – – –
OSNBOA
652
Old Second National Bank of Aurora
Illinois
$287K – – –
PWP
653
Principle Wealth Partners
Connecticut
$287K – – –
BA
654
Ballast Advisors
Minnesota
$287K +$25.9K +359 +10%
GTCM
655
Gyon Technologies Capital Management
New Jersey
$287K +$287K +3,971 New
AAM
656
Aureus Asset Management
Massachusetts
$285K +$3.61K +50 +1%
WIC
657
Woodmont Investment Counsel
Tennessee
$280K -$18.1K -250 -6%
SAM
658
Strategy Asset Managers
California
$279K +$279K +3,866 New
AWM
659
Accel Wealth Management
Iowa
$278K +$1.24K +17 +0.4%
LSPW
660
Lake Street Private Wealth
Illinois
$277K +$8.96K +124 +3%
RP
661
Riverbridge Partners
Minnesota
$275K – – –
RA
662
RFG Advisory
Alabama
$274K -$867 -12 -0.3%
BAM
663
Belpointe Asset Management
Nevada
$272K -$4.19K -58 -2%
BOH
664
Bank of Hawaii
Hawaii
$272K – – –
SFA
665
Sequoia Financial Advisors
Ohio
$272K +$21.9K +304 +9%
CCM
666
Chilton Capital Management
Texas
$272K +$38.2K +530 +16%
BP
667
Ballentine Partners
Massachusetts
$271K +$8.03K +111 +3%
CCMD
668
Cypress Capital Management (Delaware)
Delaware
$267K – – –
VCM
669
Versant Capital Management
Arizona
$265K +$195K +2,699 +278%
APW
670
Austin Private Wealth
Texas
$257K – – –
CBT
671
CoreFirst Bank & Trust
Kansas
$257K – – –
TW
672
Transform Wealth
Colorado
$256K – – –
LA
673
Lifeworks Advisors
Michigan
$255K +$21.6K +300 +9%
LCM
674
LCM Capital Management
Illinois
$254K +$3.17K +44 +1%
TIM
675
Thompson Investment Management
Wisconsin
$253K – – –
25 26
27
28 29