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Xcel Energy
XEL

Overview Fund Activity

829 hedge funds and large institutions have $25.3B invested in Xcel Energy in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 295 increasing their positions, 284 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
-17
Holders Change %
-2.01%
% of All Funds
14.56%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
62
Increased
295
Reduced
284
Closed
66
Calls
$113M
Puts
$10.2M
Net Calls
+$103M
Net Calls Change
+$14.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$389M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$111M
3
CVA
3
Ceredex Value Advisors
Florida
$78.7M
4
Millennium Management
4
Millennium Management
New York
$135M
5
State Street
5
State Street
Massachusetts
$1.73B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$466M
2
Capital International Investors
2
Capital International Investors
California
$317M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.49B
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
BlackRock
5
BlackRock
New York
$3.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
851
Stevens Capital Management
Pennsylvania
– -$394K -5,980 Closed
VA
852
Valmark Advisers
Ohio
– -$378K -5,736 Closed
NIM
853
NuWave Investment Management
New Jersey
– -$317K -4,805 Closed
BFM
854
Boothbay Fund Management
New York
– -$311K -4,725 Closed
Axa
855
Axa
France
– -$299K -4,549 Closed
AWCI
856
Alpine Woods Capital Investors
New York
– -$293K -4,450 Closed
ST
857
Sageworth Trust
Pennsylvania
– -$289K -4,391 Closed
CA
858
Calton & Associates
Florida
– -$263K -3,994 Closed
IC
859
Inscription Capital
Texas
– -$262K -3,980 Closed
AII
860
AGF Investments Inc
Ontario, Canada
– -$252K -3,828 Closed
CWM
861
Cornerstone Wealth Management
Missouri
– -$246K -3,740 Closed
SFA
862
Sequoia Financial Advisors
Ohio
– -$233K -3,536 Closed
FFBTD
863
First Financial Bank - Trust Division
Ohio
– -$227K -3,444 Closed
IA
864
Inspire Advisors
Idaho
– -$223K -3,379 Closed
HB
865
Homrich & Berg
Georgia
– -$214K -3,250 Closed
WIA
866
Wealthstreet Investment Advisors
Texas
– -$210K -3,189 Closed
SVWAG
867
Sound View Wealth Advisors Group
Georgia
– -$209K -3,165 Closed
PSUF
868
People's United Financial
Connecticut
– -$209K -3,165 Closed
LSAG
869
Lake Street Advisors Group
New Hampshire
– -$216K -3,141 Closed
RT
870
Rockland Trust
Massachusetts
– -$206K -3,138 Closed
SW
871
SVB Wealth
Massachusetts
– -$204K -3,103 Closed
WCM
872
Windsor Capital Management
Arizona
– -$204K -3,101 Closed
SHJ
873
Sharkey, Howes & Javer
Colorado
– -$204K -3,093 Closed
Cerity Partners
874
Cerity Partners
New York
– -$202K -3,066 Closed
GIA
875
GHP Investment Advisors
Colorado
– -$201K -3,050 Closed
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