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Xcel Energy
XEL

Overview Fund Activity

846 hedge funds and large institutions have $27B invested in Xcel Energy in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 305 increasing their positions, 285 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+12
Holders Change %
+1.44%
% of All Funds
14.77%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
81
Increased
305
Reduced
285
Closed
63
Calls
$107M
Puts
$18.8M
Net Calls
+$88.5M
Net Calls Change
+$8.09M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.51B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.76B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$616M
4
PAM
4
Panagora Asset Management
Massachusetts
$56.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$251M

Top Sellers

1
MAM
1
Magellan Asset Management
Australia
$1.98B
2
Swiss National Bank
2
Swiss National Bank
Switzerland
$144M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$269M
4
Jane Street
4
Jane Street
New York
$1.66M
5
Wells Fargo
5
Wells Fargo
California
$408M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
751
Berman Capital Advisors
Georgia
$48K +$9.81K +151 +26%
MA
752
MUFG Americas
New York
$47K +$25.6K +386 +119%
AA
753
Addison Advisors
Vermont
$47K +$47K +720 New
CA
754
Clearstead Advisors
Ohio
$44K +$1.31K +20 +3%
GRP
755
Global Retirement Partners
California
$44K +$22K +334 +100%
LWA
756
Lowe Wealth Advisors
Maryland
$43K – – –
CAL
757
Capital Advisors Ltd
Ohio
$41K – – –
CCC
758
Crescent Capital Consulting
Louisiana
$41K – – –
PK
759
Pflug Koory
Nebraska
$41K – – –
CWP
760
Concord Wealth Partners
Virginia
$40K -$467 -7 -1%
FQ
761
First Quadrant
California
$40K – – –
WBC
762
West Branch Capital
Massachusetts
$38K +$38K +575 New
SSC
763
Syverson Strege & Co
Iowa
$37K +$66 +1 +0.2%
PFBT
764
Parkside Financial Bank & Trust
Missouri
$37K +$1.99K +30 +6%
NFG
765
Next Financial Group
Texas
$36K +$980 +15 +3%
CFD
766
Creative Financial Designs
Indiana
$36K +$1.13K +17 +3%
LS
767
Livforsakringsbolaget Skandia
Sweden
$35K -$476K -7,200 -93%
GAM
768
Gemmer Asset Management
California
$35K +$4.07K +61 +13%
AIL
769
AGF Investments LLC
Ontario, Canada
$35K +$35K +531 New
GI
770
GS Investments
Minnesota
$33K – – –
MMG
771
Monetary Management Group
Missouri
$33K – – –
AFG
772
Albion Financial Group
Utah
$32K +$32K +481 New
PMFA
773
Plante Moran Financial Advisors
Michigan
$30K +$200 +3 +0.7%
GWS
774
Glassman Wealth Services
Virginia
$28K -$331K -5,005 -92%
GEA
775
Glen Eagle Advisors
New Jersey
$27K -$11.5K -175 -30%
29 30
31
32 33