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Xcel Energy
XEL

Overview Fund Activity

907 hedge funds and large institutions have $27.6B invested in Xcel Energy in 2021 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 307 increasing their positions, 285 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+78
Holders Change %
+9.41%
% of All Funds
14.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
156
Increased
307
Reduced
285
Closed
64
Calls
$114M
Puts
$39M
Net Calls
+$75.5M
Net Calls Change
-$27.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$836M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$122M
3
BlackRock
BlackRock
New York
+$119M
4
Marshall Wace
Marshall Wace
United Kingdom
+$106M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$85.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$571M
2
MAM
Magellan Asset Management
Australia
-$470M
3
Capital World Investors
Capital World Investors
California
-$466M
4
Capital International Investors
Capital International Investors
California
-$141M
5
Renaissance Technologies
Renaissance Technologies
New York
-$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
676
Lincoln National Corp
Pennsylvania
$225K -$9.63K -142 -4%
SBIA
677
Sheaff Brock Investment Advisors
Indiana
$224K -$21K -311 -9%
FBC
678
Fairfield, Bush & Co
Connecticut
$224K – – –
IFAM
679
Institutional & Family Asset Management
Colorado
$224K +$1.29K +19 +0.6%
BB
680
Busey Bank
Illinois
$224K +$224K +3,315 New
IWM
681
IHT Wealth Management
Illinois
$220K – – –
MFA
682
McClarren Financial Advisors
Pennsylvania
$220K +$1.63K +24 +0.7%
NIM
683
NuWave Investment Management
New Jersey
$220K +$220K +3,245 New
CCM
684
Chilton Capital Management
Texas
$219K – – –
LA
685
Lifeworks Advisors
Michigan
$219K +$219K +3,237 New
B
686
Bailard
California
$217K -$1.96K -29 -0.9%
PIM
687
Perpetual Investment Management
Australia
$217K – – –
RT
688
Rockland Trust
Massachusetts
$216K +$216K +3,193 New
LFG
689
Lockerman Financial Group
California
$215K +$215K +3,180 New
Brown Advisory
690
Brown Advisory
Maryland
$214K -$4.39K -65 -2%
SVWAG
691
Sound View Wealth Advisors Group
Georgia
$214K +$214K +3,165 New
AC
692
ASB Consultores
Florida
$212K +$212K +3,127 New
WCM
693
Windsor Capital Management
Arizona
$212K +$212K +3,133 New
QCG
694
Quadrant Capital Group
Ohio
$211K +$16.9K +250 +9%
CWM
695
Cornerstone Wealth Management
Missouri
$211K +$211K +3,133 New
IAA
696
Independent Advisor Alliance
North Carolina
$210K -$15.3K -225 -7%
First Manhattan
697
First Manhattan
New York
$210K – – –
SS
698
Sunbelt Securities
Texas
$207K -$5.71K -83 -3%
WANY
699
Wealthspire Advisors (New York)
New York
$207K +$207K +3,058 New
ZB
700
Zions Bancorporation
Utah
$204K +$3.73K +55 +2%
26 27
28
29 30