XEL icon

Xcel Energy
XEL

Overview Fund Activity

938 hedge funds and large institutions have $29.7B invested in Xcel Energy in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 354 increasing their positions, 295 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+11
Holders Change %
+1.19%
% of All Funds
15.86%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.24%
New
98
Increased
354
Reduced
295
Closed
76
Calls
$115M
Puts
$79.6M
Net Calls
+$35.2M
Net Calls Change
-$56.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$596M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$313M
3
N
Natixis
France
+$174M
4
Morgan Stanley
Morgan Stanley
New York
+$172M
5
BlackRock
BlackRock
New York
+$123M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$473M
2
Millennium Management
Millennium Management
New York
-$115M
3
MAM
Magellan Asset Management
Australia
-$99.6M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$68.6M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
676
Thompson Investment Management
Wisconsin
$248K – – –
TAM
677
Tealwood Asset Management
Minnesota
$247K – – –
Boston Partners
678
Boston Partners
Massachusetts
$247K +$8.22K +116 +3%
CFB
679
Cullen/Frost Bankers
Texas
$247K +$110K +1,555 +81%
SEC
680
Seven Eight Capital
New York
$247K +$247K +3,496 New
BFM
681
Boothbay Fund Management
New York
$245K -$142K -2,005 -37%
CWS
682
Confluence Wealth Services
Pennsylvania
$245K +$35.9K +482 +17%
Brown Advisory
683
Brown Advisory
Maryland
$244K -$74.2K -1,045 -23%
FP
684
Financial Perspectives
Minnesota
$241K – – –
ZCA
685
Zeke Capital Advisors
Pennsylvania
$241K – – –
PFSC
686
Peoples Financial Services Corp
Pennsylvania
$241K – – –
ZB
687
Zions Bancorporation
Utah
$239K +$13K +184 +6%
LAM
688
LifePro Asset Management
California
$238K +$22.9K +323 +11%
OTL
689
Oak Thistle LLC
New York
$237K -$757K -10,709 -76%
PGFC
690
Peapack-Gladstone Financial Corp
New Jersey
$237K +$283 +4 +0.1%
IFAM
691
Institutional & Family Asset Management
Colorado
$237K +$1.28K +18 +0.5%
CI
692
CX Institutional
Indiana
$236K +$236K +3,337 New
SBIA
693
Sheaff Brock Investment Advisors
Indiana
$235K -$4.96K -70 -2%
OWM
694
Orgel Wealth Management
Wisconsin
$234K -$14.2K -200 -6%
DCM
695
Donaldson Capital Management
Indiana
$234K – – –
FBC
696
Fairfield, Bush & Co
Connecticut
$234K – – –
LFAS
697
Level Four Advisory Services
Texas
$233K -$14.7K -207 -6%
DT
698
Diversified Trust
Tennessee
$233K +$233K +3,291 New
MFA
699
McClarren Financial Advisors
Pennsylvania
$232K +$1.48K +21 +0.6%
SLG
700
Stanley-Laman Group
Pennsylvania
$231K +$231K +3,260 New
26 27
28
29 30