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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 %
TC
726
Trust Company
Kansas
$208K – – –
RF
727
Rollins Financial
Georgia
$207K +$207K +2,875 New
NB
728
Nicolet Bankshares
Wisconsin
$205K +$205K +2,844 New
MFA
729
Mayflower Financial Advisors
Massachusetts
$204K +$204K +2,829 New
RTC
730
Riverview Trust Company
Washington
$203K +$34.6K +480 +21%
RT
731
Rockland Trust
Massachusetts
$202K -$28.7K -397 -12%
CWS
732
Confluence Wealth Services
Pennsylvania
$202K – – –
SAM
733
SignalPoint Asset Management
Missouri
$202K +$202K +2,800 New
KP
734
Keel Point
Alabama
$201K +$201K +2,789 New
ST
735
Smithfield Trust
Pennsylvania
$199K +$2.45K +34 +1%
TCA
736
Tortoise Capital Advisors
Kansas
$195K -$195K -2,707 -50%
HPC
737
HM Payson & Co
Maine
$186K – – –
SSG
738
Summit Securities Group
New York
$185K +$185K +2,558 New
GIA
739
GHP Investment Advisors
Colorado
$184K +$184K +2,549 New
DCM
740
Dupont Capital Management
Delaware
$183K -$93K -1,286 -34%
MA
741
MUFG Americas
New York
$176K – – –
DHGWA
742
Dixon Hughes Goodman Wealth Advisors
North Carolina
$174K +$24K +333 +16%
WWM
743
Wolff Wiese Magana
California
$172K +$216 +3 +0.1%
VC
744
Vestor Capital
Illinois
$171K -$10.2K -141 -6%
PVH
745
Psagot Value Holdings
Israel
$171K – – –
JGIA
746
Jackson Grant Investment Advisers
Connecticut
$171K +$171K +2,376 New
PWMG
747
Prestige Wealth Management Group
New Jersey
$170K +$5.48K +76 +3%
FCMT
748
Founders Capital Management (Texas)
Texas
$169K – – –
WT
749
Washington Trust
Rhode Island
$168K -$5.84K -81 -3%
DMBA
750
Deseret Mutual Benefit Administrators
Utah
$167K -$22.1K -307 -12%
28 29
30
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