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Xcel Energy
XEL

Overview Fund Activity

846 hedge funds and large institutions have $27B invested in Xcel Energy in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 305 increasing their positions, 285 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+12
Holders Change %
+1.44%
% of All Funds
14.77%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
81
Increased
305
Reduced
285
Closed
63
Calls
$107M
Puts
$18.8M
Net Calls
+$88.5M
Net Calls Change
+$8.09M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.51B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.76B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$616M
4
PAM
4
Panagora Asset Management
Massachusetts
$56.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$251M

Top Sellers

1
MAM
1
Magellan Asset Management
Australia
$1.98B
2
Swiss National Bank
2
Swiss National Bank
Switzerland
$144M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$269M
4
Jane Street
4
Jane Street
New York
$1.66M
5
Wells Fargo
5
Wells Fargo
California
$408M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
876
WESPAC Advisors
California
– -$238K -3,584 Closed
SYBT
877
Stock Yards Bank & Trust
Kentucky
– -$232K -3,479 Closed
TSS
878
Two Sigma Securities
New York
– -$227K -3,418 Closed
ISB
879
Iowa State Bank
Iowa
– -$226K -3,400 Closed
APP
880
Avantax Planning Partners
Iowa
– -$224K -3,375 Closed
NAS
881
Nicolet Advisory Services
Wisconsin
– -$220K -3,315 Closed
CBT
882
Capital Bank & Trust
California
– -$218K -3,274 Closed
GTCM
883
Gyon Technologies Capital Management
New Jersey
– -$215K -3,227 Closed
HBT
884
Heartland Bank & Trust
Illinois
– -$204K -3,060 Closed
FCM
885
Firestone Capital Management
Florida
– -$105K -1,580 Closed
RWB
886
RMR Wealth Builders
New Jersey
– -$82K -1,240 Closed
ED
887
Exane Derivatives
France
– -$74.7K -1,123 Closed
JFGIW
888
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$68K -1,019 Closed
WAP
889
Wealthcare Advisory Partners
Pennsylvania
– -$68K -1,016 Closed
HWMA
890
Heritage Wealth Management (Arizona)
Arizona
– -$67K -1,010 Closed
MIP
891
Mondrian Investment Partners
United Kingdom
– -$44K -612 Closed
MWP
892
Meridian Wealth Partners
Pennsylvania
– -$36K -553 Closed
DWP
893
Destiny Wealth Partners
Florida
– -$36K -548 Closed
PWM
894
Prentice Wealth Management
New York
– -$35K -525 Closed
MF
895
Manchester Financial
California
– -$29K -438 Closed
SWP
896
ShoreHaven Wealth Partners
New Jersey
– -$28K -423 Closed
SLF
897
Sun Life Financial
Ontario, Canada
– -$21K -319 Closed
LWM
898
Liberty Wealth Management
California
– -$17K -269 Closed
APWA
899
Atlas Private Wealth Advisors
New Jersey
– -$16K -237 Closed
AIC
900
Ameritas Investment Company
Nebraska
– -$14.9K -224 Closed
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