XEL icon

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 %
LS
801
Leelyn Smith
Illinois
$76K – – –
BCWM
802
Bartlett & Co Wealth Management
Ohio
$74.2K – – –
BC
803
Bartlett & Co
Ohio
$74K – – –
CHA
804
Carmichael Hill & Associates
Maryland
$73K – – –
NSIM
805
North Star Investment Management
Illinois
$73K – – –
LWP
806
Laurel Wealth Planning
Minnesota
$73K +$2.61K +37 +4%
MMG
807
Monetary Management Group
Missouri
$71K – – –
KC
808
Kepos Capital
New York
$70K -$527K -7,469 -88%
AA
809
Addison Advisors
Vermont
$70K – – –
Capstone Investment Advisors
810
Capstone Investment Advisors
New York
$70K +$70K +990 New
IA
811
IFS Advisors
Kansas
$67K – – –
TVWM
812
Tower View Wealth Management
Wisconsin
$65K – – –
AA
813
Ancora Advisors
Ohio
$64K – – –
RAM
814
Riggs Asset Management
Pennsylvania
$64K – – –
APP
815
Alpha Paradigm Partners
Illinois
$64K +$64K +906 New
BWA
816
BDO Wealth Advisors
Florida
$63K – – –
NICM
817
Neo Ivy Capital Management
New York
$61K +$61K +866 New
HC
818
Hoese & Co
Minnesota
$59K – – –
AS
819
Altshuler Shaham
Israel
$59K +$499 +7 +0.9%
NL
820
NVWM LLC
Pennsylvania
$57K – – –
COCM
821
Charter Oak Capital Management
New Hampshire
$57K – – –
TCWA
822
Ten Capital Wealth Advisors
Washington
$57K – – –
SFO
823
Standard Family Office
South Dakota
$57K +$57K +800 New
EL
824
EMFO LLC
Florida
$53K – – –
PSB
825
Piscataqua Savings Bank
New Hampshire
$50K – – –
31 32
33
34 35