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

Top Sellers

1
MAM
1
Magellan Asset Management
Australia
$1.98B
2
Swiss National Bank
2
Swiss National Bank
Switzerland
$144M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$269M
4
Jane Street
4
Jane Street
New York
$1.66M
5
Wells Fargo
5
Wells Fargo
California
$408M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAC
701
Dividend Assets Capital
South Carolina
$96K – – –
SWA
702
SOA Wealth Advisors
New York
$96K +$196 +3 +0.2%
Credit Agricole
703
Credit Agricole
France
$96K +$96K +1,450 New
PHK
704
Point72 Hong Kong
Hong Kong
$95K +$95K +1,439 New
HIA
705
Harbor Investment Advisory
Maryland
$93K – – –
SIM
706
Sonora Investment Management
Arizona
$92K -$1.38K -21 -1%
CAM
707
Costello Asset Management
Pennsylvania
$91K – – –
CI Investments Inc
708
CI Investments Inc
Ontario, Canada
$91K +$264 +4 +0.3%
BFC
709
Bedel Financial Consulting
Indiana
$89K – – –
LS
710
Leelyn Smith
Illinois
$83K – – –
LC
711
Lindbrook Capital
California
$82K – – –
EAM
712
Exos Asset Management
New York
$82K +$82K +1,252 New
WQ
713
Wealth Quarterback
New Jersey
$80K +$80K +1,214 New
TFS
714
TrustCore Financial Services
Tennessee
$79K – – –
CI
715
CX Institutional
Indiana
$78K +$7.6K +115 +11%
SB
716
Strategic Blueprint
Georgia
$78K +$78K +1,185 New
CFB
717
Cullen/Frost Bankers
Texas
$77K -$136K -2,079 -64%
NSIM
718
North Star Investment Management
Illinois
$76K -$53K -800 -41%
GI
719
Gradient Investments
Minnesota
$76K -$24.2K -367 -24%
FMP
720
Financial Management Professionals
Texas
$74K +$264 +4 +0.4%
HCP
721
Hexagon Capital Partners
Arkansas
$72K – – –
EW
722
Evoke Wealth
California
$72K +$1.78K +27 +3%
WAS
723
Winch Advisory Services
Wisconsin
$71K +$463 +7 +0.7%
CHA
724
Carmichael Hill & Associates
Maryland
$68K – – –
CFO
725
CVA Family Office
Colorado
$68K +$8.21K +125 +14%
27 28
29
30 31