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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
$887M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.45B
3
N
Natixis
France
$208M
4
Morgan Stanley
Morgan Stanley
New York
$306M
5
BlackRock
BlackRock
New York
$3.39B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.13B
2
Millennium Management
Millennium Management
New York
$5.89M
3
MAM
Magellan Asset Management
Australia
$592M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$643M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$347M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
851
BOK Financial Private Wealth
Colorado
$34K +$34K +481 New
UIA
852
Ulland Investment Advisors
Minnesota
$33K – – –
CCA
853
Catalyst Capital Advisors
New York
$31K +$4.49K +63 +17%
JFGIW
854
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K – – –
LWP
855
Lumature Wealth Partners
Georgia
$29K -$14.1K -200 -33%
JWA
856
JFS Wealth Advisors
Pennsylvania
$29K +$5.1K +73 +21%
GEA
857
Glen Eagle Advisors
New Jersey
$28.3K – – –
CFD
858
Creative Financial Designs
Indiana
$28K -$8.63K -122 -24%
HI
859
Hudock Inc
Pennsylvania
$28K – – –
JWM
860
Janiczek Wealth Management
Colorado
$26K +$4.81K +67 +23%
BBHC
861
Brown Brothers Harriman & Co
New York
$26K +$14.7K +204 +129%
HWA
862
HHM Wealth Advisors
Tennessee
$26K +$26K +362 New
PCG
863
Private Capital Group
Connecticut
$25K – – –
POIA
864
Pin Oak Investment Advisors
Texas
$25K – – –
CTB
865
Country Trust Bank
Illinois
$25K – – –
ETI
866
Enterprise Trust & Investment
California
$24K +$2.22K +32 +10%
C
867
Covestor
United Kingdom
$23K -$1.68K -24 -7%
EARNEST Partners
868
EARNEST Partners
Georgia
$23K – – –
WB
869
Webster Bank
Connecticut
$23K – – –
SWA
870
Sutton Wealth Advisors
Florida
$23K +$991 +14 +5%
DWMG
871
DB Wealth Management Group
California
$22K – – –
BLC
872
Brown, Lisle/Cummings
Rhode Island
$21.9K – – –
FCB
873
First Command Bank
Texas
$21K – – –
FCFS
874
First Command Financial Services
Texas
$21K – – –
DSC
875
Duncker Streett & Co
Missouri
$21K – – –
33 34
35
36 37