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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 %
TF
801
TimeScale Financial
Massachusetts
$7K – – –
FA
802
Financial Avengers
California
$7K +$64 +1 +0.9%
CWC
803
Carolinas Wealth Consulting
North Carolina
$7K +$59 +1 +0.9%
CCM
804
Cribstone Capital Management
Maine
$7K +$7K +110 New
CMA
805
Cedar Mountain Advisors
Oregon
$6K +$6K +89 New
RTL
806
Red Tortoise LLC
Georgia
$6K +$6K +95 New
Nisa Investment Advisors
807
Nisa Investment Advisors
Missouri
$5.06K +$713 +11,400 +16%
MPWT
808
MassMutual Private Wealth & Trust
Connecticut
$5K -$1.28K -21 -20%
APC
809
Aspire Private Capital
North Carolina
$5K – – –
IPW
810
IronBridge Private Wealth
Texas
$5K – – –
ATC
811
Adirondack Trust Company
New York
$5K +$5K +80 New
EBA
812
Eagle Bay Advisors
New York
$4K -$2.15K -28 -35%
EWA
813
Evolution Wealth Advisors
Florida
$4K – – –
FFC
814
Fure Financial Corporation
Minnesota
$4K +$4K +74 New
HA
815
Herold Advisors
New York
$4K +$4K +79 New
FWM
816
Focused Wealth Management
New York
$3K – – –
SNT
817
Security National Trust
West Virginia
$3K – – –
FFC
818
First Financial Corp
Indiana
$3K – – –
MA
819
MCF Advisors
Kentucky
$3K +$3K +54 New
ADL
820
Asset Dedication LLC
California
$2K – – –
TLFA
821
True Link Financial Advisors
California
$2K – – –
CCA
822
Column Capital Advisors
Indiana
$2K – – –
BIA
823
Bell Investment Advisors
California
$2K +$2K +35 New
TFM
824
TFC Financial Management
Massachusetts
$1K – – –
CI
825
Cordant Inc
Oregon
$1K +$1K +8 New
31 32
33
34 35