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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 %
AWE
701
Avidian Wealth Enterprises
Texas
$203K +$203K +3,005 New
Jones Financial Companies
702
Jones Financial Companies
Missouri
$202K -$75.5K -1,115 -27%
LAM
703
LifePro Asset Management
California
$202K +$202K +2,978 New
EIG
704
Ellenbecker Investment Group
Wisconsin
$201K +$201K +2,974 New
CWM
705
Cranbrook Wealth Management
Michigan
$197K – – –
TC
706
Trust Company
Kansas
$195K – – –
CWS
707
Confluence Wealth Services
Pennsylvania
$189K +$189K +2,805 New
BIP
708
Blueprint Investment Partners
North Carolina
$185K +$185K +2,739 New
ST
709
Smithfield Trust
Pennsylvania
$185K – – –
DMBA
710
Deseret Mutual Benefit Administrators
Utah
$178K +$14.9K +219 +9%
HPC
711
HM Payson & Co
Maine
$174K – – –
VC
712
Vestor Capital
Illinois
$170K – – –
FCMT
713
Founders Capital Management (Texas)
Texas
$169K – – –
MA
714
MUFG Americas
New York
$166K +$96.2K +1,417 +138%
CT
715
Cambridge Trust
Massachusetts
$165K +$165K +2,444 New
WT
716
Washington Trust
Rhode Island
$163K -$64.2K -949 -28%
WWM
717
Wolff Wiese Magana
California
$161K -$10.3K -152 -6%
PVH
718
Psagot Value Holdings
Israel
$160K – – –
PWMG
719
Prestige Wealth Management Group
New Jersey
$155K +$8.76K +129 +6%
GC
720
Garde Capital
Washington
$145K – – –
MCM
721
Manchester Capital Management
Vermont
$144K – – –
DHGWA
722
Dixon Hughes Goodman Wealth Advisors
North Carolina
$141K +$141K +2,078 New
CFB
723
Cullen/Frost Bankers
Texas
$139K +$58.9K +866 +74%
MAM
724
Mystic Asset Management
Rhode Island
$133K +$133K +1,975 New
M
725
MOTCO
Texas
$131K -$38.3K -566 -23%
27 28
29
30 31