XEL icon

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 %
AF
676
Allworth Financial
California
$143K – – –
MCM
677
Manchester Capital Management
Vermont
$139K +$4.38K +66 +3%
VC
678
Vestor Capital
Illinois
$137K – – –
EWM
679
Endurance Wealth Management
Rhode Island
$131K – – –
NSIM
680
North Star Investment Management
Illinois
$130K +$6.67K +100 +5%
HDIM
681
Hanson & Doremus Investment Management
Vermont
$124K – – –
FWM
682
Filbrandt Wealth Management
Wisconsin
$124K +$1.67K +25 +1%
SA
683
SRH Advisors
Kansas
$122K -$122K -1,834 -50%
PWMG
684
Prestige Wealth Management Group
New Jersey
$115K +$200 +3 +0.2%
SC
685
Steph & Co
Wisconsin
$114K -$44.9K -675 -28%
TCM
686
Tradewinds Capital Management
Washington
$114K – – –
PB
687
Pinnacle Bancorp
Nebraska
$111K – – –
PSIWM
688
Paradigm Strategies in Wealth Management
Minnesota
$106K +$106K +1,594 New
FCM
689
Firestone Capital Management
Florida
$105K – – –
GI
690
Gradient Investments
Minnesota
$101K -$6.18K -93 -6%
DAC
691
Dividend Assets Capital
South Carolina
$97K – – –
SWA
692
SOA Wealth Advisors
New York
$97K +$33.1K +500 +52%
SIM
693
Sonora Investment Management
Arizona
$95K +$1.4K +21 +2%
HIA
694
Harbor Investment Advisory
Maryland
$94K – – –
WTC
695
WhitTier Trust Company
Nevada
$92K – – –
Parallax Volatility Advisers
696
Parallax Volatility Advisers
California
$92K +$17.8K +267 +24%
CI Investments Inc
697
CI Investments Inc
Ontario, Canada
$91K -$16K -242 -15%
CAM
698
Costello Asset Management
Pennsylvania
$91K – – –
BFC
699
Bedel Financial Consulting
Indiana
$90K – – –
LS
700
Leelyn Smith
Illinois
$84K -$89.7K -1,345 -52%
26 27
28
29 30