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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 %
EWM
701
Evercore Wealth Management
New York
$227K -$1.12M -15,882 -83%
BB
702
Busey Bank
Illinois
$227K +$354 +5 +0.2%
RP
703
Riverbridge Partners
Minnesota
$226K -$43.1K -610 -16%
PIM
704
Perpetual Investment Management
Australia
$226K – – –
LFG
705
Lockerman Financial Group
California
$226K +$779 +11 +0.3%
BAMF
706
BI Asset Management Fondsmaeglerselskab
Denmark
$225K +$225K +3,176 New
SVWAG
707
Sound View Wealth Advisors Group
Georgia
$224K -$495 -7 -0.2%
CRC
708
Curi RMB Capital
Illinois
$224K +$224K +3,159 New
CWM
709
Cornerstone Wealth Management
Missouri
$223K +$637 +9 +0.3%
WCM
710
Windsor Capital Management
Arizona
$223K +$1.06K +15 +0.5%
TSS
711
Two Sigma Securities
New York
$223K +$223K +3,156 New
DWP
712
Destiny Wealth Partners
Florida
$222K +$122K +1,728 +123%
CSPIA
713
Cary Street Partners Investment Advisory
Virginia
$221K +$221K +3,124 New
KP
714
Keel Point
Alabama
$220K +$10.7K +142 +5%
First Manhattan
715
First Manhattan
New York
$219K – – –
MFA
716
Mayflower Financial Advisors
Massachusetts
$217K +$16.6K +235 +8%
FMWA
717
Forvis Mazars Wealth Advisors
Missouri
$217K +$217K +3,063 New
NIMI
718
Natixis Investment Managers International
France
$217K +$217K +3,073 New
H6H
719
Hightower 6M Holding
Kansas
$216K -$283 -4 -0.1%
MCM
720
Manchester Capital Management
Vermont
$215K -$3.68K -52 -2%
SWIG
721
Strategic Wealth Investment Group
Kentucky
$215K +$215K +3,045 New
GHA
722
GW Henssler & Associates
Georgia
$214K -$24.2K -341 -10%
AWE
723
Avidian Wealth Enterprises
Texas
$213K -$3.82K -54 -2%
SS
724
Sunbelt Securities
Texas
$213K – – –
MS
725
Maven Securities
Jersey
$213K +$213K +3,004 New
27 28
29
30 31