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Xcel Energy
XEL

Overview Fund Activity

846 hedge funds and large institutions have $27B invested in Xcel Energy in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 305 increasing their positions, 285 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+12
Holders Change %
+1.44%
% of All Funds
14.77%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
81
Increased
305
Reduced
285
Closed
63
Calls
$107M
Puts
$18.8M
Net Calls
+$88.5M
Net Calls Change
+$8.09M

Top Buyers

1
BlackRock
BlackRock
New York
$3.51B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.76B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$616M
4
PAM
Panagora Asset Management
Massachusetts
$56.8M
5
Goldman Sachs
Goldman Sachs
New York
$251M

Top Sellers

1
MAM
Magellan Asset Management
Australia
$1.98B
2
Swiss National Bank
Swiss National Bank
Switzerland
$144M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$269M
4
Jane Street
Jane Street
New York
$1.66M
5
Wells Fargo
Wells Fargo
California
$408M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMT
676
Founders Capital Management (Texas)
Texas
$165K – – –
JGIA
677
Jackson Grant Investment Advisers
Connecticut
$157K – – –
PVH
678
Psagot Value Holdings
Israel
$156K +$156K +2,363 New
M
679
MOTCO
Texas
$154K – – –
RTC
680
Riverview Trust Company
Washington
$154K – – –
IF
681
Ironwood Financial
Arizona
$149K – – –
FMTCOCP
682
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$144K – – –
NICM
683
Neo Ivy Capital Management
New York
$144K +$144K +2,188 New
NIPH
684
NN Investment Partners Holdings
Netherlands
$141K -$46.1K -700 -25%
GC
685
Garde Capital
Washington
$141K -$10.1K -154 -7%
AF
686
Allworth Financial
California
$141K – – –
MCM
687
Manchester Capital Management
Vermont
$138K – – –
VC
688
Vestor Capital
Illinois
$136K – – –
EWM
689
Endurance Wealth Management
Rhode Island
$129K – – –
HDIM
690
Hanson & Doremus Investment Management
Vermont
$128K – – –
FWM
691
Filbrandt Wealth Management
Wisconsin
$123K +$592 +9 +0.5%
SA
692
SRH Advisors
Kansas
$121K – – –
PWMG
693
Prestige Wealth Management Group
New Jersey
$120K +$5.88K +89 +5%
PSIWM
694
Paradigm Strategies in Wealth Management
Minnesota
$115K +$9.71K +147 +9%
SC
695
Steph & Co
Wisconsin
$113K – – –
TCM
696
Tradewinds Capital Management
Washington
$113K – – –
PB
697
Pinnacle Bancorp
Nebraska
$110K – – –
FWM
698
FFT Wealth Management
Pennsylvania
$108K +$108K +1,644 New
WTC
699
WhitTier Trust Company
Nevada
$103K +$12.1K +183 +13%
PWP
700
Personal Wealth Partners
Minnesota
$103K +$103K +1,565 New
26 27
28
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