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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 %
PFBT
826
Parkside Financial Bank & Trust
Missouri
$49K +$5.77K +82 +13%
TCM
827
Tradewinds Capital Management
Washington
$48K -$74.2K -1,039 -61%
LWA
828
Lowe Wealth Advisors
Maryland
$47K – – –
CWP
829
Concord Wealth Partners
Virginia
$47K – – –
QC
830
Quent Capital
New York
$47K – – –
CAL
831
Capital Advisors Ltd
Ohio
$47K +$71 +1 +0.2%
ME
832
McIlrath & Eck
Washington
$47K +$47K +668 New
VWM
833
Valley Wealth Managers
New Jersey
$47K +$47K +671 New
ATC
834
Adirondack Trust Company
New York
$46K -$282 -4 -0.6%
CA
835
Clearstead Advisors
Ohio
$46K -$141 -2 -0.3%
SFCL
836
Strengthening Families & Communities LLC
Massachusetts
$44K – – –
PK
837
Pflug Koory
Nebraska
$44K – – –
GWS
838
Glassman Wealth Services
Virginia
$44K +$7.05K +100 +19%
TFGT
839
TS Financial Group (TSFG)
Illinois
$44K +$21.4K +303 +95%
AW
840
ACG Wealth
Georgia
$44K +$44K +621 New
WBC
841
West Branch Capital
Massachusetts
$41K – – –
BSB
842
Bangor Savings Bank
Maine
$41K +$41K +586 New
SSC
843
Syverson Strege & Co
Iowa
$40K +$71 +1 +0.2%
Bank of Montreal
844
Bank of Montreal
Ontario, Canada
$39.9K -$2.72K -38,733 -6%
TSW
845
Thompson Siegel & Walmsley
Virginia
$38K – – –
PI
846
PineBridge Investments
New York
$38K +$38K +539 New
PMFA
847
Plante Moran Financial Advisors
Michigan
$37K -$9.22K -130 -20%
GI
848
GS Investments
Minnesota
$37K – – –
EWA
849
EverSource Wealth Advisors
Alabama
$35K -$5.5K -77 -14%
CT
850
Cambridge Trust
Massachusetts
$34K -$74.8K -1,058 -69%
32 33
34
35 36