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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 %
SA
726
SRH Advisors
Kansas
$124K – – –
HDIM
727
Hanson & Doremus Investment Management
Vermont
$123K – – –
FCT
728
First Community Trust
Iowa
$122K +$122K +1,800 New
FMTCOCP
729
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$121K – – –
WAM
730
WFA Asset Management
Wisconsin
$120K +$120K +1,770 New
SC
731
Steph & Co
Wisconsin
$116K – – –
TCM
732
Tradewinds Capital Management
Washington
$116K – – –
PB
733
Pinnacle Bancorp
Nebraska
$113K – – –
WTC
734
WhitTier Trust Company
Nevada
$112K – – –
CI Investments Inc
735
CI Investments Inc
Ontario, Canada
$108K +$11.2K +165 +12%
PA
736
PSI Advisors
Florida
$107K – – –
MAM
737
Marquette Asset Management
Minnesota
$103K -$93.6K -1,376 -48%
NFG
738
Next Financial Group
Texas
$102K +$61.3K +908 +150%
DAC
739
Dividend Assets Capital
South Carolina
$99K – – –
HIA
740
Harbor Investment Advisory
Maryland
$95K – – –
FCB
741
First Command Bank
Texas
$93K – – –
BFC
742
Bedel Financial Consulting
Indiana
$92K – – –
IPAM
743
ICICI Prudential Asset Management
India
$90K +$90K +1,329 New
CA
744
CoreCap Advisors
Michigan
$89K +$89K +1,316 New
CSB
745
City State Bank
Iowa
$89K +$89K +1,316 New
S
746
Surevest
California
$86K +$86K +1,272 New
TCOV
747
Trust Company of Vermont
Vermont
$84K +$84K +1,247 New
EWM
748
Endurance Wealth Management
Rhode Island
$83K -$51K -750 -38%
GI
749
Gradient Investments
Minnesota
$83K +$4.56K +67 +6%
LC
750
Lindbrook Capital
California
$82K -$4.73K -70 -5%
28 29
30
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