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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 %
LWANC
876
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K – – –
CA
877
Crewe Advisors
Utah
$21K +$21K +291 New
FPS
878
Fieldpoint Private Securities
Connecticut
$18K -$5.69K -79 -24%
PGAM
879
Princeton Global Asset Management
New Jersey
$18K – – –
BONH
880
Bank of New Hampshire
New Hampshire
$18K – – –
TSWM
881
Tyler-Stone Wealth Management
Ohio
$18K – – –
AFS
882
Annapolis Financial Services
Maryland
$18K +$18K +259 New
AWM
883
Atticus Wealth Management
Florida
$16K – – –
TCWM
884
Total Clarity Wealth Management
Illinois
$16K +$16K +230 New
AFG
885
Albion Financial Group
Utah
$15K -$2.86K -40 -16%
ZIG
886
Zullo Investment Group
Pennsylvania
$15K +$826 +12 +6%
MPWT
887
MassMutual Private Wealth & Trust
Connecticut
$15K +$6.88K +100 +85%
SC
888
Seldon Capital
California
$14K – – –
SCA
889
Stuart Chaussee & Associates
California
$14K – – –
RG
890
Retirement Group
California
$13K – – –
KFS
891
Kelly Financial Services
Massachusetts
$12K – – –
MCM
892
MV Capital Management
Maryland
$12K -$575 -8 -5%
GA
893
GoalVest Advisory
New York
$11K -$444K -6,342 -98%
VNA
894
Valley National Advisers
Pennsylvania
$11K – – –
HS
895
Horan Securities
United States
$11K – – –
CAC
896
Core Alternative Capital
Georgia
$10K +$2.01K +29 +25%
PAI
897
Pittenger & Anderson Inc
Nebraska
$9K – – –
TF
898
TimeScale Financial
Massachusetts
$9K +$74 +1 +0.8%
CWM
899
CarsonAllaria Wealth Management
Illinois
$9K +$71 +1 +0.8%
CWM
900
Curi Wealth Management
North Carolina
$9K +$6.77K +100 +303%
34 35
36
37 38