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Xcel Energy
XEL

Overview Fund Activity

846 hedge funds and large institutions have $27B invested in Xcel Energy in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 305 increasing their positions, 285 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+12
Holders Change %
+1.44%
% of All Funds
14.77%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
81
Increased
305
Reduced
285
Closed
63
Calls
$107M
Puts
$18.8M
Net Calls
+$88.5M
Net Calls Change
+$8.09M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.51B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.76B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$616M
4
PAM
4
Panagora Asset Management
Massachusetts
$56.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$251M

Top Sellers

1
MAM
1
Magellan Asset Management
Australia
$1.98B
2
Swiss National Bank
2
Swiss National Bank
Switzerland
$144M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$269M
4
Jane Street
4
Jane Street
New York
$1.66M
5
Wells Fargo
5
Wells Fargo
California
$408M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
826
Eagle Bay Advisors
New York
$6K +$6K +80 New
IPW
827
IronBridge Private Wealth
Texas
$5K – – –
NFSG
828
Newbridge Financial Services Group
Florida
$5K +$3.92K +62 +365%
IRAG
829
Investment Research & Advisory Group
Georgia
$5K +$5K +77 New
Nisa Investment Advisors
830
Nisa Investment Advisors
Missouri
$4.58K -$1.42K -21,530 -24%
PC
831
Permanens Capital
New York
$4K – – –
EWA
832
Evolution Wealth Advisors
Florida
$4K – – –
CCA
833
Column Capital Advisors
Indiana
$3K -$1.74K -22 -37%
FWM
834
Focused Wealth Management
New York
$3K – – –
SNT
835
Security National Trust
West Virginia
$3K – – –
FFC
836
First Financial Corp
Indiana
$3K – – –
ADL
837
Asset Dedication LLC
California
$2K – – –
SWG
838
Summit Wealth Group
Vermont
$2K +$2K +30 New
TLFA
839
True Link Financial Advisors
California
$2K +$2K +32 New
MF
840
Magnetar Financial
Illinois
$1.2K +$1.2K +18,133 New
TFA
841
Transamerica Financial Advisors
Florida
$1K -$3.5K -7 -78%
TFM
842
TFC Financial Management
Massachusetts
$1K – – –
ACA
843
Atlas Capital Advisors
Wyoming
$527 +$527 +8 New
BBHC
844
Brown Brothers Harriman & Co
New York
$14 +$1 +17 +9%
WIM
845
Westside Investment Management
California
$4 – – –
E
846
Ergoteles
New York
– -$32M -481,217 Closed
HF
847
HRT Financial
New York
– -$14.3M -214,434 Closed
Point72 Asset Management
848
Point72 Asset Management
Connecticut
– -$13.2M -198,324 Closed
Two Sigma Advisers
849
Two Sigma Advisers
New York
– -$12.1M -182,200 Closed
LC
850
LNZ Capital
New York
– -$2.99M -45,000 Closed
32 33
34
35 36