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Xcel Energy
XEL

Overview Fund Activity

927 hedge funds and large institutions have $29.6B invested in Xcel Energy in 2022 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 373 increasing their positions, 280 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
+20
Holders Change %
+2.21%
% of All Funds
14.67%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
98
Increased
373
Reduced
280
Closed
63
Calls
$116M
Puts
$24.9M
Net Calls
+$91.3M
Net Calls Change
+$15.8M

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$1.24B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$297M
3
BC
Brookfield Corp
Ontario, Canada
+$194M
4
State Street
State Street
Massachusetts
+$158M
5
Bank of America
Bank of America
North Carolina
+$107M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$915M
2
BlackRock
BlackRock
New York
-$576M
3
Franklin Resources
Franklin Resources
California
-$191M
4
Marshall Wace
Marshall Wace
United Kingdom
-$92M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$91.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
776
City State Bank
Iowa
$95K – – –
CAM
777
CenterStar Asset Management
Illinois
$93K – – –
S
778
Surevest
California
$92K – – –
LC
779
Lindbrook Capital
California
$90K +$2.73K +38 +3%
GKIM
780
GW&K Investment Management
Massachusetts
$89K +$89K +1,232 New
EWM
781
Endurance Wealth Management
Rhode Island
$88K – – –
TFS
782
TrustCore Financial Services
Tennessee
$87K +$8.09K +112 +10%
SWA
783
SOA Wealth Advisors
New York
$85K +$214 +3 +0.3%
GI
784
Gradient Investments
Minnesota
$83K -$4.83K -67 -5%
Macquarie Group
785
Macquarie Group
Australia
$82.1K +$11.4K +224,382 +16%
FMP
786
Financial Management Professionals
Texas
$82K +$1.16K +16 +1%
EW
787
Evoke Wealth
California
$82K +$4.09K +56 +5%
FCA
788
FinTrust Capital Advisors
South Carolina
$82K +$27.2K +381 +50%
HR
789
Howe & Rusling
New York
$81K -$5.62K -78 -6%
WTA
790
Washington Trust Advisors
Massachusetts
$81K – – –
HCP
791
Hexagon Capital Partners
Arkansas
$79K – – –
WAS
792
Winch Advisory Services
Wisconsin
$79K +$505 +7 +0.6%
CFO
793
CVA Family Office
Colorado
$79K +$13.3K +185 +20%
LS
794
Leelyn Smith
Illinois
$78K – – –
BC
795
Bartlett & Co
Ohio
$76K +$76K +1,041 New
BCWM
796
Bartlett & Co Wealth Management
Ohio
$75.6K +$75.6K +1,041 New
NSIM
797
North Star Investment Management
Illinois
$75K – – –
CHA
798
Carmichael Hill & Associates
Maryland
$74K – – –
AG
799
AIA Group
Hong Kong
$73K +$35.4K +488 +94%
MMG
800
Monetary Management Group
Missouri
$72K – – –
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