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Xcel Energy
XEL

Overview Fund Activity

927 hedge funds and large institutions have $29.6B invested in Xcel Energy in 2022 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 373 increasing their positions, 280 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
+20
Holders Change %
+2.21%
% of All Funds
14.67%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
98
Increased
373
Reduced
280
Closed
63
Calls
$116M
Puts
$24.9M
Net Calls
+$91.3M
Net Calls Change
+$15.8M

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
$1.24B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.64B
3
BC
Brookfield Corp
Ontario, Canada
$203M
4
State Street
State Street
Massachusetts
$2.16B
5
Bank of America
Bank of America
North Carolina
$297M

Top Sellers

1
MAM
Magellan Asset Management
Australia
$706M
2
BlackRock
BlackRock
New York
$3.34B
3
Franklin Resources
Franklin Resources
California
$170M
4
Marshall Wace
Marshall Wace
United Kingdom
$22.1M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$6.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
826
Adirondack Trust Company
New York
$47K +$41.3K +577 +721%
PK
827
Pflug Koory
Nebraska
$45K +$290 +4 +0.6%
PFBT
828
Parkside Financial Bank & Trust
Missouri
$45K +$5.12K +70 +13%
SFCL
829
Strengthening Families & Communities LLC
Massachusetts
$44K +$290 +4 +0.7%
LWP
830
Lumature Wealth Partners
Georgia
$44K +$14.7K +205 +50%
WBC
831
West Branch Capital
Massachusetts
$41K – – –
SSC
832
Syverson Strege & Co
Iowa
$41K +$73 +1 +0.2%
EWA
833
EverSource Wealth Advisors
Alabama
$41K +$17.3K +239 +73%
TSW
834
Thompson Siegel & Walmsley
Virginia
$38K – – –
GAM
835
Gemmer Asset Management
California
$38K +$642 +9 +2%
GWS
836
Glassman Wealth Services
Virginia
$38K +$1.23K +17 +3%
GI
837
GS Investments
Minnesota
$37K – – –
CFD
838
Creative Financial Designs
Indiana
$37K +$143 +2 +0.4%
SIC
839
SJS Investment Consulting
Ohio
$35K -$10.3K -145 -23%
UIA
840
Ulland Investment Advisors
Minnesota
$34K – – –
EBA
841
Eagle Bay Advisors
New York
$32K +$31K +425 +3,036%
JFGIW
842
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K – – –
LS
843
Livforsakringsbolaget Skandia
Sweden
$31K – – –
FFWM
844
Future Financial Wealth Management
Ohio
$29K +$1.49K +21 +5%
GEA
845
Glen Eagle Advisors
New Jersey
$28.9K – – –
HI
846
Hudock Inc
Pennsylvania
$28K -$28K -400 -50%
CCA
847
Catalyst Capital Advisors
New York
$27K +$5.37K +74 +25%
C
848
Covestor
United Kingdom
$26K -$7.66K -104 -23%
CTB
849
Country Trust Bank
Illinois
$25K – – –
CLOS
850
Compagnie Lombard Odier SCmA
Switzerland
$25K – – –
32 33
34
35 36