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Xcel Energy
XEL

Overview Fund Activity

927 hedge funds and large institutions have $29.6B invested in Xcel Energy in 2022 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 373 increasing their positions, 280 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
+20
Holders Change %
+2.21%
% of All Funds
14.67%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
98
Increased
373
Reduced
280
Closed
63
Calls
$116M
Puts
$24.9M
Net Calls
+$91.3M
Net Calls Change
+$15.8M

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$1.24B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$297M
3
BC
Brookfield Corp
Ontario, Canada
+$194M
4
State Street
State Street
Massachusetts
+$158M
5
Bank of America
Bank of America
North Carolina
+$107M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$915M
2
BlackRock
BlackRock
New York
-$576M
3
Franklin Resources
Franklin Resources
California
-$191M
4
Marshall Wace
Marshall Wace
United Kingdom
-$92M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$91.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWP
676
Obermeyer Wealth Partners
Colorado
$253K – – –
SWM
677
Segment Wealth Management
Texas
$253K – – –
OWM
678
Orgel Wealth Management
Wisconsin
$253K – – –
TAM
679
Tealwood Asset Management
Minnesota
$252K – – –
LFAS
680
Level Four Advisory Services
Texas
$252K +$12.7K +176 +5%
MGIA
681
Moneta Group Investment Advisors
Missouri
$251K -$30.5K -422 -11%
LNC
682
Lincoln National Corp
Pennsylvania
$251K +$10.8K +149 +4%
FP
683
Financial Perspectives
Minnesota
$246K -$9.89K -137 -4%
PFSC
684
Peoples Financial Services Corp
Pennsylvania
$245K – – –
SBIA
685
Sheaff Brock Investment Advisors
Indiana
$245K +$5.07K +70 +2%
ZCA
686
Zeke Capital Advisors
Pennsylvania
$245K +$245K +3,393 New
GHA
687
GW Henssler & Associates
Georgia
$243K -$45.7K -632 -16%
Boston Partners
688
Boston Partners
Massachusetts
$243K +$243K +3,369 New
PGFC
689
Peapack-Gladstone Financial Corp
New Jersey
$241K -$11.6K -161 -5%
MFW
690
Meristem Family Wealth
Minnesota
$240K -$5.92K -82 -2%
IFAM
691
Institutional & Family Asset Management
Colorado
$240K +$1.3K +18 +0.5%
DCM
692
Donaldson Capital Management
Indiana
$239K -$2.17K -30 -0.9%
FBC
693
Fairfield, Bush & Co
Connecticut
$239K – – –
Jones Financial Companies
694
Jones Financial Companies
Missouri
$239K +$23.2K +321 +11%
LAS
695
LWM Advisory Services
Florida
$238K +$238K +3,294 New
DWM
696
Doyle Wealth Management
Florida
$236K -$28.9K -400 -11%
KA
697
Kovack Advisors
Florida
$236K +$236K +3,283 New
MFA
698
McClarren Financial Advisors
Pennsylvania
$235K +$1.51K +21 +0.6%
BCM
699
Brookstone Capital Management
Illinois
$234K -$37.6K -506 -14%
BB
700
Busey Bank
Illinois
$231K -$8.23K -114 -3%
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