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Xcel Energy
XEL

Overview Fund Activity

907 hedge funds and large institutions have $27.6B invested in Xcel Energy in 2021 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 307 increasing their positions, 285 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+78
Holders Change %
+9.41%
% of All Funds
14.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
156
Increased
307
Reduced
285
Closed
64
Calls
$114M
Puts
$39M
Net Calls
+$75.5M
Net Calls Change
-$27.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.26B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$398M
3
BlackRock
BlackRock
New York
$3.67B
4
Marshall Wace
Marshall Wace
United Kingdom
$107M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$92M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.12B
2
MAM
Magellan Asset Management
Australia
$1.52B
3
Capital World Investors
Capital World Investors
California
$0
4
Capital International Investors
Capital International Investors
California
$202M
5
Renaissance Technologies
Renaissance Technologies
New York
$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
876
Zullo Investment Group
Pennsylvania
$5K +$5K +70 New
BIA
877
Bell Investment Advisors
California
$4K +$1.74K +27 +77%
WPA
878
West Paces Advisors
Georgia
$3.59K -$7.92K -117 -69%
FWM
879
Focused Wealth Management
New York
$3K – – –
FFC
880
First Financial Corp
Indiana
$3K – – –
SIS
881
Sound Income Strategies
Florida
$3K +$3K +43 New
Optiver Holding
882
Optiver Holding
Netherlands
$3K +$3K +45 New
MTIC
883
Missouri Trust & Investment Company
Missouri
$3K +$3K +50 New
AP
884
Arlington Partners
Alabama
$3K +$3K +51 New
HVM
885
Harvest Volatility Management
Connecticut
$2.23K +$544 +8,031 +32%
SC
886
Schubert & Co
Texas
$2K +$2K +26 New
SFO
887
Standard Family Office
South Dakota
$2K +$2K +28 New
CAC
888
Core Alternative Capital
Georgia
$2K +$2K +29 New
CFRPA
889
Castle Financial & Retirement Planning Associates
New Jersey
$2K +$2K +33 New
CWM
890
Curi Wealth Management
North Carolina
$2K +$2K +33 New
FAG
891
Fortitude Advisory Group
Washington
$2K +$2K +36 New
CAL
892
Capital Advisors Ltd
Ohio
$1K -$61.3K -613 -98%
EBA
893
Eagle Bay Advisors
New York
$1K -$2.71K -38 -73%
CCA
894
Column Capital Advisors
Indiana
$1K -$1.71K -24 -63%
TFM
895
TFC Financial Management
Massachusetts
$1K – – –
Kayne Anderson Rudnick Investment Management
896
Kayne Anderson Rudnick Investment Management
California
$1K +$1K +8 New
CSWM
897
Cassady Schiller Wealth Management
Ohio
$1K +$1K +16 New
ACA
898
Atlas Capital Advisors
Wyoming
$541 – – –
FHC
899
First Heartland Consultants
Missouri
$385 +$385 +5,697 New
FGAM
900
Financial Gravity Asset Management
Texas
$329 +$325 +403 +8,060%
34 35
36
37 38