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Xcel Energy
XEL

Overview Fund Activity

938 hedge funds and large institutions have $29.7B invested in Xcel Energy in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 354 increasing their positions, 295 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+11
Holders Change %
+1.19%
% of All Funds
15.86%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.24%
New
98
Increased
354
Reduced
295
Closed
76
Calls
$115M
Puts
$79.6M
Net Calls
+$35.2M
Net Calls Change
-$56.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$596M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$313M
3
N
Natixis
France
+$174M
4
Morgan Stanley
Morgan Stanley
New York
+$172M
5
BlackRock
BlackRock
New York
+$123M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$473M
2
Millennium Management
Millennium Management
New York
-$115M
3
MAM
Magellan Asset Management
Australia
-$99.6M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$68.6M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
776
Cutler Group
California
$113K +$113K +1,602 New
PA
777
PSI Advisors
Florida
$112K – – –
Skandinaviska Enskilda Banken (SEB)
778
Skandinaviska Enskilda Banken (SEB)
Sweden
$112K +$58.4K +823 +109%
MAM
779
Marquette Asset Management
Minnesota
$107K – – –
HIA
780
Harbor Investment Advisory
Maryland
$106K +$4.1K +58 +4%
DAC
781
Dividend Assets Capital
South Carolina
$103K – – –
BTI
782
Blue Trust Inc
Georgia
$103K +$103K +1,430 New
CFO
783
CVA Family Office
Colorado
$100K +$22.3K +315 +29%
GWA
784
Gibson Wealth Advisors
Texas
$97K – – –
EBA
785
Eagle Bay Advisors
New York
$94.9K +$63.8K +901 +205%
LC
786
Lindbrook Capital
California
$94K +$5.12K +72 +6%
CSB
787
City State Bank
Iowa
$93K – – –
S
788
Surevest
California
$90K – – –
GKIM
789
GW&K Investment Management
Massachusetts
$88K +$709 +10 +0.8%
TCOV
790
Trust Company of Vermont
Vermont
$88K +$88K +1,247 New
EWM
791
Endurance Wealth Management
Rhode Island
$86K – – –
TFS
792
TrustCore Financial Services
Tennessee
$85K – – –
IAMOG
793
Investors Asset Management of Georgia
Georgia
$85K +$85K +1,200 New
SWA
794
SOA Wealth Advisors
New York
$84K +$211 +3 +0.3%
HCP
795
Hexagon Capital Partners
Arkansas
$83K +$4.83K +68 +6%
FMP
796
Financial Management Professionals
Texas
$82K +$2.04K +29 +3%
WTA
797
Washington Trust Advisors
Massachusetts
$81K +$427 +6 +0.5%
EW
798
Evoke Wealth
California
$80K – – –
FCA
799
FinTrust Capital Advisors
South Carolina
$79K – – –
WAS
800
Winch Advisory Services
Wisconsin
$78K +$355 +5 +0.5%
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