XEL icon

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 %
CTB
851
Country Trust Bank
Illinois
$25K – – –
JWA
852
JFS Wealth Advisors
Pennsylvania
$25K +$18K +246 +256%
POIA
853
Pin Oak Investment Advisors
Texas
$25K +$25K +353 New
EARNEST Partners
854
EARNEST Partners
Georgia
$24K – – –
FPS
855
Fieldpoint Private Securities
Connecticut
$24K +$6.49K +89 +37%
ETI
856
Enterprise Trust & Investment
California
$23K – – –
TFGT
857
TS Financial Group (TSFG)
Illinois
$23K – – –
WB
858
Webster Bank
Connecticut
$23K – – –
T
859
TCWP
Ohio
$23K +$23K +320 New
SWA
860
Sutton Wealth Advisors
Florida
$22.4K +$1.52K +21 +7%
BLC
861
Brown, Lisle/Cummings
Rhode Island
$22.4K – – –
FCB
862
First Command Bank
Texas
$22K -$87K -1,187 -80%
DSC
863
Duncker Streett & Co
Missouri
$22K – – –
LWANC
864
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K – – –
FCFS
865
First Command Financial Services
Texas
$22K +$22K +300 New
DWMG
866
DB Wealth Management Group
California
$22K +$22K +304 New
JWM
867
Janiczek Wealth Management
Colorado
$21K – – –
DFCM
868
Dark Forest Capital Management
Puerto Rico
$21K +$21K +299 New
OC
869
Oakworth Capital
Alabama
$19K – – –
Optiver Holding
870
Optiver Holding
Netherlands
$19K +$15.8K +222 +493%
BONH
871
Bank of New Hampshire
New Hampshire
$19K +$19K +260 New
AFG
872
Albion Financial Group
Utah
$18K -$7.2K -100 -29%
PGAM
873
Princeton Global Asset Management
New Jersey
$18K – – –
TSWM
874
Tyler-Stone Wealth Management
Ohio
$18K – – –
AWM
875
Atticus Wealth Management
Florida
$17K – – –
33 34
35
36 37