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Xcel Energy
XEL

Overview Fund Activity

834 hedge funds and large institutions have $26.9B invested in Xcel Energy in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 290 increasing their positions, 302 reducing their positions, and 105 closing their positions.

Holders
834
Holders Change
-51
Holders Change %
-5.76%
% of All Funds
14.69%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
65
Increased
290
Reduced
302
Closed
105
Calls
$97.4M
Puts
$17M
Net Calls
+$80.4M
Net Calls Change
+$15.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.5B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$317M
3
Franklin Resources
3
Franklin Resources
California
$346M
4
MAM
4
Magellan Asset Management
Australia
$2.38B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$280M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$898M
2
Capital International Investors
2
Capital International Investors
California
$670M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$387M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$13.2M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$50.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MME
876
Meag Munich Ergo
Germany
– – -7,350 Closed
RCAG
877
Rehmann Capital Advisory Group
Michigan
– – -7,119 Closed
CIBC World Market
878
CIBC World Market
Ontario, Canada
– – -6,890 Closed
JG
879
Jefferies Group
New York
– – -6,817 Closed
NIM
880
NuWave Investment Management
New Jersey
– – -6,708 Closed
HSA
881
HBK Sorce Advisory
Pennsylvania
– – -6,598 Closed
PIA
882
Pinion Investment Advisors
Kansas
– – -5,940 Closed
FA
883
FDx Advisors
Illinois
– – -5,864 Closed
SXL
884
Summit X LLC
Missouri
– – -5,825 Closed
NB
885
NBT Bank
New York
– – -5,584 Closed
KFA
886
Krane Funds Advisors
New York
– – -5,386 Closed
FI
887
FormulaFolio Investments
Michigan
– – -5,340 Closed
RS
888
Retirement Solution
Washington
– – -4,433 Closed
HCM
889
HMS Capital Management
Tennessee
– – -4,364 Closed
AC
890
Avestar Capital
New York
– – -4,336 Closed
CRCM
891
Corbett Road Capital Management
Virginia
– – -4,229 Closed
BTWM
892
Baker Tilly Wealth Management
Wisconsin
– – -4,149 Closed
GT
893
Glenview Trust
Kentucky
– – -4,104 Closed
WA
894
Wealth Alliance
New York
– – -4,058 Closed
CSPIA
895
Cary Street Partners Investment Advisory
Virginia
– – -3,911 Closed
DIA
896
Dana Investment Advisors
Wisconsin
– – -3,774 Closed
GSC
897
Ground Swell Capital
South Carolina
– – -3,767 Closed
AIS
898
American Investment Services
Massachusetts
– – -3,758 Closed
OFW
899
Omnia Family Wealth
Florida
– – -3,479 Closed
AG
900
AIA Group
Hong Kong
– – -3,391 Closed
34 35
36
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