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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 %
BA
651
Ballast Advisors
Minnesota
$281K +$212 +3 +0.1%
GTCM
652
Gyon Technologies Capital Management
New Jersey
$275K -$5.94K -84 -2%
WIC
653
Woodmont Investment Counsel
Tennessee
$274K – – –
EP
654
Edgestream Partners
New Jersey
$273K -$70.2K -994 -20%
LNC
655
Lincoln National Corp
Pennsylvania
$270K +$24.8K +350 +10%
AWM
656
Accel Wealth Management
Iowa
$268K +$1.19K +17 +0.4%
CCM
657
Chilton Capital Management
Texas
$267K – – –
KFA
658
Krane Funds Advisors
New York
$267K +$267K +3,776 New
JFA
659
JNBA Financial Advisors
Minnesota
$266K -$22.3K -315 -8%
BOH
660
Bank of Hawaii
Hawaii
$266K – – –
CCMD
661
Cypress Capital Management (Delaware)
Delaware
$262K – – –
SQA
662
Simon Quick Advisors
New Jersey
$261K +$261K +3,536 New
VCM
663
Versant Capital Management
Arizona
$260K – – –
SIM
664
Sentry Investment Management
Wisconsin
$258K -$36.9K -522 -13%
SFA
665
Sequoia Financial Advisors
Ohio
$258K -$9.28K -131 -3%
LAS
666
LWM Advisory Services
Florida
$258K +$25K +354 +11%
LCM
667
LCM Capital Management
Illinois
$255K +$5.46K +77 +2%
AG
668
Ascent Group
Virginia
$253K +$253K +3,463 New
XF
669
XML Financial
Maryland
$253K +$253K +3,572 New
RJT
670
Raymond James Trust
Florida
$252K -$80.2K -1,132 -24%
APW
671
Austin Private Wealth
Texas
$252K – – –
CBT
672
CoreFirst Bank & Trust
Kansas
$252K – – –
SG
673
StoneX Group
New York
$252K +$252K +3,557 New
TIM
674
Thompson Investment Management
Wisconsin
$248K – – –
OWP
675
Obermeyer Wealth Partners
Colorado
$248K – – –
25 26
27
28 29