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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 %
JF
726
Jump Financial
Illinois
$212K -$2.84M -40,109 -93%
Acadian Asset Management
727
Acadian Asset Management
Massachusetts
$212K -$84.9K -1,201 -29%
TL
728
Tradewinds LLC
North Carolina
$212K +$212K +2,991 New
LWM
729
Ledge Wealth Management
Minnesota
$211K -$7.07K -100 -3%
EIG
730
Ellenbecker Investment Group
Wisconsin
$211K +$424 +6 +0.2%
SS
731
Simplicity Solutions
Minnesota
$211K +$211K +2,977 New
NL
732
NWAM LLC
Washington
$210K +$210K +2,998 New
P
733
Pitcairn
Pennsylvania
$207K +$207K +2,929 New
FANJ
734
Financial Architects (New Jersey)
New Jersey
$207K +$207K +2,932 New
DWM
735
Doyle Wealth Management
Florida
$206K -$25.3K -357 -11%
CWM
736
Cranbrook Wealth Management
Michigan
$206K – – –
GAM
737
Gotham Asset Management
New York
$206K +$206K +2,910 New
TC
738
Trust Company
Kansas
$204K – – –
9WM
739
9258 Wealth Management
Ohio
$203K -$2.97K -42 -1%
RF
740
Rollins Financial
Georgia
$203K – – –
NIM
741
Nicollet Investment Management
Minnesota
$201K -$148K -2,093 -42%
PWMG
742
Prestige Wealth Management Group
New Jersey
$201K +$32.9K +461 +20%
CIAS
743
Capital Investment Advisory Services
North Carolina
$200K -$5.17K -73 -3%
RTC
744
Riverview Trust Company
Washington
$199K – – –
ST
745
Smithfield Trust
Pennsylvania
$197K – – –
HPC
746
HM Payson & Co
Maine
$187K +$5.09K +72 +3%
Jones Financial Companies
747
Jones Financial Companies
Missouri
$186K -$47.4K -671 -20%
SIM
748
Studio Investment Management
Illinois
$183K +$183K +2,583 New
GIA
749
GHP Investment Advisors
Colorado
$179K -$989 -14 -0.5%
FCMT
750
Founders Capital Management (Texas)
Texas
$177K – – –
28 29
30
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