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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 %
JWM
776
Janiczek Wealth Management
Colorado
$18K – – –
LWP
777
Lumature Wealth Partners
Georgia
$18K +$10.1K +161 +129%
AWA
778
Arkadios Wealth Advisors
Georgia
$17K -$1.55K -25 -8%
OC
779
Oakworth Capital
Alabama
$17K – – –
Parallax Volatility Advisers
780
Parallax Volatility Advisers
California
$16K -$44.4K -688 -74%
PGAM
781
Princeton Global Asset Management
New Jersey
$16K – – –
CWA
782
Clearview Wealth Advisors
Oregon
$16K +$62 +1 +0.4%
TFIPS
783
Towarzystwo Funduszy Inwestycyjnych PZU SA
$15.6K – – –
FPS
784
Fieldpoint Private Securities
Connecticut
$15K – – –
CPC
785
Consolidated Planning Corp
Georgia
$15K +$15K +235 New
UFF
786
USA Financial Formulas
Michigan
$14K +$13.6K +216 +3,086%
SCA
787
Stuart Chaussee & Associates
California
$13K – – –
CCM
788
Covington Capital Management
California
$13K – – –
TCWM
789
Total Clarity Wealth Management
Illinois
$13K +$13K +200 New
KFS
790
Kelly Financial Services
Massachusetts
$10.6K -$691K -11,045 -98%
WPA
791
West Paces Advisors
Georgia
$10.6K – – –
VNA
792
Valley National Advisers
Pennsylvania
$10K -$2.84K -44 -22%
IRC
793
Investors Research Corp
Georgia
$10K – – –
Capstone Investment Advisors
794
Capstone Investment Advisors
New York
$9K -$1.33M -22,241 -99%
RA
795
Resolute Advisors
California
$9K – – –
LFG
796
Larson Financial Group
Missouri
$8K – – –
PAI
797
Pittenger & Anderson Inc
Nebraska
$8K – – –
MCM
798
MV Capital Management
Maryland
$8K +$2.13K +32 +36%
ETC
799
Exchange Traded Concepts
Oklahoma
$7K -$670 -11 -9%
TFO
800
Tarbox Family Office
California
$7K – – –
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