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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 %
LS
701
Leelyn Smith
Illinois
$79K – – –
WQ
702
Wealth Quarterback
New Jersey
$77K +$379 +6 +0.5%
TFS
703
TrustCore Financial Services
Tennessee
$75K – – –
CFB
704
Cullen/Frost Bankers
Texas
$74K – – –
NSIM
705
North Star Investment Management
Illinois
$72K – – –
GI
706
Gradient Investments
Minnesota
$72K – – –
FMP
707
Financial Management Professionals
Texas
$70K – – –
HCP
708
Hexagon Capital Partners
Arkansas
$69K – – –
WAS
709
Winch Advisory Services
Wisconsin
$67K +$434 +7 +0.7%
EW
710
Evoke Wealth
California
$66K -$1.87K -30 -3%
CHA
711
Carmichael Hill & Associates
Maryland
$64K – – –
MA
712
MUFG Americas
New York
$64K +$19.8K +318 +45%
FGAM
713
Financial Gravity Asset Management
Texas
$63K – – –
PSB
714
Piscataqua Savings Bank
New Hampshire
$62K – – –
HR
715
Howe & Rusling
New York
$62K – – –
LS
716
Livforsakringsbolaget Skandia
Sweden
$62K +$27.8K +429 +81%
MMG
717
Monetary Management Group
Missouri
$62K +$31K +500 +100%
VCM
718
Versant Capital Management
Arizona
$61K -$2.83K -45 -4%
TCWA
719
Ten Capital Wealth Advisors
Washington
$61K +$61K +972 New
COCM
720
Charter Oak Capital Management
New Hampshire
$60K -$1.55K -25 -3%
AA
721
Ancora Advisors
Ohio
$59K +$2.51K +40 +4%
AS
722
Altshuler Shaham
Israel
$58K -$3.51K -56 -6%
CFO
723
CVA Family Office
Colorado
$57K -$14.5K -210 -20%
TVWM
724
Tower View Wealth Management
Wisconsin
$57K – – –
RAM
725
Riggs Asset Management
Pennsylvania
$56K – – –
27 28
29
30 31