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Xcel Energy
XEL

Overview Fund Activity

829 hedge funds and large institutions have $25.3B invested in Xcel Energy in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 295 increasing their positions, 284 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
-17
Holders Change %
-2.01%
% of All Funds
14.56%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
62
Increased
295
Reduced
284
Closed
66
Calls
$113M
Puts
$10.2M
Net Calls
+$103M
Net Calls Change
+$14.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$389M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$111M
3
CVA
3
Ceredex Value Advisors
Florida
$78.7M
4
Millennium Management
4
Millennium Management
New York
$135M
5
State Street
5
State Street
Massachusetts
$1.73B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$466M
2
Capital International Investors
2
Capital International Investors
California
$317M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.49B
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
BlackRock
5
BlackRock
New York
$3.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
751
West Branch Capital
Massachusetts
$36K – – –
SSC
752
Syverson Strege & Co
Iowa
$35K +$63 +1 +0.2%
PFBT
753
Parkside Financial Bank & Trust
Missouri
$34K -$1.66K -26 -5%
CFD
754
Creative Financial Designs
Indiana
$34K +$187 +3 +0.6%
TSW
755
Thompson Siegel & Walmsley
Virginia
$33K -$28.6K -461 -46%
GAM
756
Gemmer Asset Management
California
$33K – – –
IUHSA
757
Itau Unibanco Holding S.A.
Brazil
$33K +$33K +529 New
GI
758
GS Investments
Minnesota
$32K – – –
PMFA
759
Plante Moran Financial Advisors
Michigan
$28K +$124 +2 +0.4%
GWS
760
Glassman Wealth Services
Virginia
$28K +$1.02K +16 +4%
AFG
761
Albion Financial Group
Utah
$25K -$4.62K -75 -16%
GEA
762
Glen Eagle Advisors
New Jersey
$25K -$625 -10 -2%
ONST
763
Old North State Trust
North Carolina
$25K – – –
CLOS
764
Compagnie Lombard Odier SCmA
Switzerland
$22K – – –
PCG
765
Private Capital Group
Connecticut
$22K – – –
CTB
766
Country Trust Bank
Illinois
$22K – – –
AIM
767
Achmea Investment Management
Netherlands
$20K -$2.39M -38,561 -99%
CCA
768
Catalyst Capital Advisors
New York
$20K -$433 -7 -2%
ETI
769
Enterprise Trust & Investment
California
$20K – – –
TFGT
770
TS Financial Group (TSFG)
Illinois
$20K – – –
WB
771
Webster Bank
Connecticut
$20K – – –
LWANC
772
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K -$2.6K -41 -12%
DSC
773
Duncker Streett & Co
Missouri
$19K – – –
SWA
774
Sutton Wealth Advisors
Florida
$18.1K – – –
JWM
775
Janiczek Wealth Management
Colorado
$18K – – –
29 30
31
32 33