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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 %
BWA
726
BDO Wealth Advisors
Florida
$55K – – –
CI
727
CX Institutional
Indiana
$53K -$21.4K -339 -29%
HC
728
Hoese & Co
Minnesota
$52K – – –
SFP
729
Sterling Financial Planning
New Jersey
$52K – – –
BCWM
730
Bartlett & Co Wealth Management
Ohio
$50.4K – – –
HI
731
Hudock Inc
Pennsylvania
$50K – – –
NL
732
NVWM LLC
Pennsylvania
$50K – – –
BC
733
Bartlett & Co
Ohio
$50K – – –
BCA
734
Berman Capital Advisors
Georgia
$49K +$3.68K +60 +8%
FCA
735
FinTrust Capital Advisors
South Carolina
$48K – – –
CA
736
Clearstead Advisors
Ohio
$48K +$5.82K +93 +14%
EL
737
EMFO LLC
Florida
$47K +$47K +745 New
AA
738
Addison Advisors
Vermont
$45K – – –
OIA
739
Optimum Investment Advisors
Illinois
$44K -$10.7K -170 -20%
LWA
740
Lowe Wealth Advisors
Maryland
$41K – – –
GRP
741
Global Retirement Partners
California
$39K -$2.49K -40 -6%
CAL
742
Capital Advisors Ltd
Ohio
$39K – – –
CCC
743
Crescent Capital Consulting
Louisiana
$39K – – –
PK
744
Pflug Koory
Nebraska
$39K – – –
NFSG
745
Newbridge Financial Services Group
Florida
$39K +$34.1K +552 +699%
BU
746
BBVA USA
Alabama
$38K -$17.8K -283 -32%
FQ
747
First Quadrant
California
$38K – – –
CWP
748
Concord Wealth Partners
Virginia
$38K – – –
NFG
749
Next Financial Group
Texas
$38K +$3.33K +53 +10%
CG
750
Cutler Group
California
$37K +$28.4K +460 +329%
28 29
30
31 32