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Xcel Energy
XEL

Overview Fund Activity

834 hedge funds and large institutions have $26.9B invested in Xcel Energy in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 290 increasing their positions, 302 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-51
Holders Change %
-5.76%
% of All Funds
14.69%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
65
Increased
290
Reduced
302
Closed
105
Calls
$97.4M
Puts
$17M
Net Calls
+$80.4M
Net Calls Change
+$15.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.5B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$317M
3
Franklin Resources
3
Franklin Resources
California
$346M
4
MAM
4
Magellan Asset Management
Australia
$2.38B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$280M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$898M
2
Capital International Investors
2
Capital International Investors
California
$670M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$387M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$13.2M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
751
Next Financial Group
Texas
$35K -$23.6K -362 -40%
CFD
752
Creative Financial Designs
Indiana
$35K +$266 +4 +0.8%
PWM
753
Prentice Wealth Management
New York
$35K +$35K +525 New
GI
754
GS Investments
Minnesota
$34K – – –
MMG
755
Monetary Management Group
Missouri
$33K – – –
GAM
756
Gemmer Asset Management
California
$31K – – –
PMFA
757
Plante Moran Financial Advisors
Michigan
$30K -$3.15K -47 -10%
MF
758
Manchester Financial
California
$29K – – –
SWP
759
ShoreHaven Wealth Partners
New Jersey
$28K +$199 +3 +0.7%
ONST
760
Old North State Trust
North Carolina
$27K – – –
CG
761
Cutler Group
California
$26K – – –
AWM
762
Avior Wealth Management
Nebraska
$26K +$193 +3 +0.7%
CIA
763
CSat Investment Advisory
Michigan
$26K +$8.67K +132 +50%
ZB
764
Zions Bancorporation
Utah
$25K -$4.13K -63 -14%
PCG
765
Private Capital Group
Connecticut
$23K -$42.4K -640 -65%
CTB
766
Country Trust Bank
Illinois
$23K – – –
GRP
767
Global Retirement Partners
California
$22K -$228K -3,448 -91%
WB
768
Webster Bank
Connecticut
$22K – – –
MA
769
MUFG Americas
New York
$22K – – –
CCA
770
Catalyst Capital Advisors
New York
$21K -$3.36K -51 -14%
ETI
771
Enterprise Trust & Investment
California
$21K – – –
SLF
772
Sun Life Financial
Ontario, Canada
$21K +$527 +8 +3%
DSC
773
Duncker Streett & Co
Missouri
$20K – – –
LWANC
774
Laurel Wealth Advisors (North Carolina)
North Carolina
$20K – – –
TFGT
775
TS Financial Group (TSFG)
Illinois
$20K – – –
29 30
31
32 33