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Xcel Energy
XEL

Overview Fund Activity

907 hedge funds and large institutions have $27.6B invested in Xcel Energy in 2021 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 307 increasing their positions, 285 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+78
Holders Change %
+9.41%
% of All Funds
14.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
156
Increased
307
Reduced
285
Closed
64
Calls
$114M
Puts
$39M
Net Calls
+$75.5M
Net Calls Change
-$27.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$836M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$122M
3
BlackRock
BlackRock
New York
+$119M
4
Marshall Wace
Marshall Wace
United Kingdom
+$106M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$85.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$571M
2
MAM
Magellan Asset Management
Australia
-$470M
3
Capital World Investors
Capital World Investors
California
-$466M
4
Capital International Investors
Capital International Investors
California
-$141M
5
Renaissance Technologies
Renaissance Technologies
New York
-$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
751
Howe & Rusling
New York
$81K +$14K +208 +21%
SWA
752
SOA Wealth Advisors
New York
$80K -$19.4K -287 -19%
NICM
753
Neo Ivy Capital Management
New York
$80K +$80K +1,178 New
WTA
754
Washington Trust Advisors
Massachusetts
$77K +$77K +1,132 New
FMP
755
Financial Management Professionals
Texas
$76K – – –
TFS
756
TrustCore Financial Services
Tennessee
$74K -$7.59K -112 -9%
HCP
757
Hexagon Capital Partners
Arkansas
$74K – – –
WAS
758
Winch Advisory Services
Wisconsin
$74K +$477 +7 +0.6%
LS
759
Leelyn Smith
Illinois
$73K -$12.2K -180 -14%
EW
760
Evoke Wealth
California
$73K +$411 +6 +0.6%
O
761
Ossiam
France
$72K -$204K -3,025 -74%
NSIM
762
North Star Investment Management
Illinois
$70K -$7.42K -110 -10%
CHA
763
Carmichael Hill & Associates
Maryland
$70K – – –
MMG
764
Monetary Management Group
Missouri
$68K – – –
PSB
765
Piscataqua Savings Bank
New Hampshire
$67K – – –
VCM
766
Versant Capital Management
Arizona
$66K – – –
BHWM
767
Beaird Harris Wealth Management
Texas
$65K +$65K +964 New
IA
768
IFS Advisors
Kansas
$64K +$64K +956 New
AA
769
Ancora Advisors
Ohio
$63K -$815 -12 -1%
TVWM
770
Tower View Wealth Management
Wisconsin
$62K – – –
CFO
771
CVA Family Office
Colorado
$62K +$5.79K +85 +10%
RAM
772
Riggs Asset Management
Pennsylvania
$61K – – –
LF
773
Lee Financial
Texas
$61K +$61K +900 New
BWA
774
BDO Wealth Advisors
Florida
$60K – – –
HC
775
Hoese & Co
Minnesota
$57K – – –
29 30
31
32 33