XEL icon

Xcel Energy
XEL

Overview Fund Activity

829 hedge funds and large institutions have $25.3B invested in Xcel Energy in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 295 increasing their positions, 284 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
-17
Holders Change %
-2.01%
% of All Funds
14.56%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
62
Increased
295
Reduced
284
Closed
66
Calls
$113M
Puts
$10.2M
Net Calls
+$103M
Net Calls Change
+$14.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$389M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$111M
3
CVA
3
Ceredex Value Advisors
Florida
$78.7M
4
Millennium Management
4
Millennium Management
New York
$135M
5
State Street
5
State Street
Massachusetts
$1.73B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$466M
2
Capital International Investors
2
Capital International Investors
California
$317M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.49B
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
BlackRock
5
BlackRock
New York
$3.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
676
Kowal Investment Group
Wisconsin
$144K +$144K +2,307 New
GC
677
Garde Capital
Washington
$134K – – –
NIPH
678
NN Investment Partners Holdings
Netherlands
$134K – – –
PWMG
679
Prestige Wealth Management Group
New Jersey
$134K +$20.9K +336 +18%
MCM
680
Manchester Capital Management
Vermont
$133K +$2.49K +40 +2%
SIM
681
Sonora Investment Management
Arizona
$131K +$43.7K +700 +50%
EWM
682
Endurance Wealth Management
Rhode Island
$123K – – –
FWM
683
Filbrandt Wealth Management
Wisconsin
$117K – – –
SA
684
SRH Advisors
Kansas
$115K – – –
HDIM
685
Hanson & Doremus Investment Management
Vermont
$114K -$2.63K -42 -2%
FMTCOCP
686
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$112K -$25.1K -400 -18%
SC
687
Steph & Co
Wisconsin
$107K – – –
TCM
688
Tradewinds Capital Management
Washington
$107K – – –
PB
689
Pinnacle Bancorp
Nebraska
$104K – – –
FCM
690
Firestone Capital Management
Florida
$104K +$104K +1,580 New
WTC
691
WhitTier Trust Company
Nevada
$103K +$5.49K +88 +6%
PA
692
PSI Advisors
Florida
$99K +$99K +1,585 New
FCB
693
First Command Bank
Texas
$93K +$93K +1,487 New
FCFS
694
First Command Financial Services
Texas
$93K +$93K +1,487 New
SWA
695
SOA Wealth Advisors
New York
$92K +$187 +3 +0.2%
DAC
696
Dividend Assets Capital
South Carolina
$91K – – –
CI Investments Inc
697
CI Investments Inc
Ontario, Canada
$89K +$3.06K +49 +4%
HIA
698
Harbor Investment Advisory
Maryland
$88K – – –
BFC
699
Bedel Financial Consulting
Indiana
$85K – – –
LC
700
Lindbrook Capital
California
$80K +$2K +32 +3%
26 27
28
29 30