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Xcel Energy
XEL

Overview Fund Activity

907 hedge funds and large institutions have $27.6B invested in Xcel Energy in 2021 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 307 increasing their positions, 285 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+78
Holders Change %
+9.41%
% of All Funds
14.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
156
Increased
307
Reduced
285
Closed
64
Calls
$114M
Puts
$39M
Net Calls
+$75.5M
Net Calls Change
-$27.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.26B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$398M
3
BlackRock
BlackRock
New York
$3.67B
4
Marshall Wace
Marshall Wace
United Kingdom
$107M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$92M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.12B
2
MAM
Magellan Asset Management
Australia
$1.52B
3
Capital World Investors
Capital World Investors
California
$0
4
Capital International Investors
Capital International Investors
California
$202M
5
Renaissance Technologies
Renaissance Technologies
New York
$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETI
826
Enterprise Trust & Investment
California
$21K – – –
BLC
827
Brown, Lisle/Cummings
Rhode Island
$21K +$21K +310 New
CCA
828
Catalyst Capital Advisors
New York
$20K -$1.68K -25 -8%
DSC
829
Duncker Streett & Co
Missouri
$20K – – –
LWANC
830
Laurel Wealth Advisors (North Carolina)
North Carolina
$20K – – –
JWM
831
Janiczek Wealth Management
Colorado
$20K +$881 +13 +5%
SFM
832
Signet Financial Management
New Jersey
$20K +$20K +300 New
SWA
833
Sutton Wealth Advisors
Florida
$19.6K – – –
OC
834
Oakworth Capital
Alabama
$18K – – –
PGAM
835
Princeton Global Asset Management
New Jersey
$17K – – –
CWA
836
Clearview Wealth Advisors
Oregon
$17K +$66 +1 +0.4%
TSWM
837
Tyler-Stone Wealth Management
Ohio
$17K +$17K +250 New
FPS
838
Fieldpoint Private Securities
Connecticut
$16K – – –
AWM
839
Atticus Wealth Management
Florida
$16K +$16K +230 New
LFG
840
Leverty Financial Group
Wisconsin
$16K +$16K +241 New
IAG
841
Investmark Advisory Group
Connecticut
$16K +$16K +250 New
TCWM
842
Total Clarity Wealth Management
Illinois
$14K – – –
CCM
843
Covington Capital Management
California
$14K – – –
SCA
844
Stuart Chaussee & Associates
California
$14K – – –
EWM
845
Elmwood Wealth Management
California
$14K +$14K +200 New
SC
846
Seldon Capital
California
$13K +$13K +195 New
WFS
847
Widmann Financial Services
Maryland
$13K +$13K +199 New
AWA
848
Amplius Wealth Advisors
Pennsylvania
$13K +$13K +200 New
KFS
849
Kelly Financial Services
Massachusetts
$11.5K – – –
IRC
850
Investors Research Corp
Georgia
$11K – – –
32 33
34
35 36