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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 %
TCOV
876
Trust Company of Vermont
Vermont
– -$185K -2,815 Closed
IF
877
Ironwood Financial
Arizona
– -$149K -2,255 Closed
NICM
878
Neo Ivy Capital Management
New York
– -$144K -2,188 Closed
PSIWM
879
Paradigm Strategies in Wealth Management
Minnesota
– -$115K -1,741 Closed
FWM
880
FFT Wealth Management
Pennsylvania
– -$108K -1,644 Closed
PWP
881
Personal Wealth Partners
Minnesota
– -$103K -1,565 Closed
EAM
882
Exos Asset Management
New York
– -$82K -1,252 Closed
SB
883
Strategic Blueprint
Georgia
– -$78K -1,185 Closed
HWA
884
Heritage Wealth Advisors
Virginia
– -$64.2K -975 Closed
ANBT
885
American National Bank & Trust
Texas
– -$61K -919 Closed
AIL
886
AGF Investments LLC
Ontario, Canada
– -$35K -531 Closed
SL
887
Savior LLC
Massachusetts
– -$19K -292 Closed
RDWM
888
Red Door Wealth Management
Tennessee
– -$14K -213 Closed
Optiver Holding
889
Optiver Holding
Netherlands
– -$11K -172 Closed
EFSCE
890
Enterprise Financial Services Corp (EFSC)
Missouri
– -$9K -139 Closed
MFG
891
Monumental Financial Group
Maryland
– -$7K -103 Closed
IRAG
892
Investment Research & Advisory Group
Georgia
– -$5K -77 Closed
PC
893
Permanens Capital
New York
– -$4K -61 Closed
SWG
894
Summit Wealth Group
Vermont
– -$2K -30 Closed
TFA
895
Transamerica Financial Advisors
Florida
– -$1K -2 Closed
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