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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 %
PIM
701
Perpetual Investment Management
Australia
$231K – – –
ZB
702
Zions Bancorporation
Utah
$231K +$13.4K +186 +6%
LFG
703
Lockerman Financial Group
California
$230K – – –
SVWAG
704
Sound View Wealth Advisors Group
Georgia
$229K +$505 +7 +0.2%
CWM
705
Cornerstone Wealth Management
Missouri
$227K +$650 +9 +0.3%
WCM
706
Windsor Capital Management
Arizona
$227K +$1.15K +16 +0.5%
QCG
707
Quadrant Capital Group
Ohio
$226K +$1.3K +18 +0.6%
VA
708
Valmark Advisers
Ohio
$226K +$226K +3,128 New
AWS
709
Atria Wealth Solutions
New York
$224K +$224K +3,087 New
First Manhattan
710
First Manhattan
New York
$223K -$1.01K -14 -0.4%
MCM
711
Manchester Capital Management
Vermont
$223K +$68.9K +954 +45%
LWM
712
Ledge Wealth Management
Minnesota
$223K +$223K +3,083 New
WSTAM
713
Wilbanks Smith & Thomas Asset Management
Virginia
$222K -$108K -1,490 -33%
AWE
714
Avidian Wealth Enterprises
Texas
$221K +$4.4K +61 +2%
MC
715
Machina Capital
France
$220K -$133K -1,845 -38%
IWM
716
IHT Wealth Management
Illinois
$220K -$15.3K -212 -7%
H6H
717
Hightower 6M Holding
Kansas
$220K +$220K +3,052 New
LAM
718
LifePro Asset Management
California
$219K +$4.11K +57 +2%
SS
719
Sunbelt Securities
Texas
$217K – – –
EIG
720
Ellenbecker Investment Group
Wisconsin
$215K +$433 +6 +0.2%
LIA
721
LBMC Investment Advisors
Tennessee
$213K +$213K +2,949 New
IF
722
Intrua Financial
Texas
$211K +$211K +2,918 New
CWM
723
Cranbrook Wealth Management
Michigan
$210K – – –
9WM
724
9258 Wealth Management
Ohio
$210K +$210K +2,912 New
CIAS
725
Capital Investment Advisory Services
North Carolina
$209K +$209K +2,895 New
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