XEL icon

Xcel Energy
XEL

Overview Fund Activity

927 hedge funds and large institutions have $29.6B invested in Xcel Energy in 2022 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 373 increasing their positions, 280 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
+20
Holders Change %
+2.21%
% of All Funds
14.67%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
98
Increased
373
Reduced
280
Closed
63
Calls
$116M
Puts
$24.9M
Net Calls
+$91.3M
Net Calls Change
+$15.8M

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
$1.24B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.64B
3
BC
Brookfield Corp
Ontario, Canada
$203M
4
State Street
State Street
Massachusetts
$2.16B
5
Bank of America
Bank of America
North Carolina
$297M

Top Sellers

1
MAM
Magellan Asset Management
Australia
$706M
2
BlackRock
BlackRock
New York
$3.34B
3
Franklin Resources
Franklin Resources
California
$170M
4
Marshall Wace
Marshall Wace
United Kingdom
$22.1M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$6.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
901
Loomis, Sayles & Company
Massachusetts
$6K +$6K +81 New
WPA
902
West Paces Advisors
Georgia
$5.56K +$1.73K +24 +45%
CI Investments Inc
903
CI Investments Inc
Ontario, Canada
$5K -$116K -1,526 -96%
FWM
904
Focused Wealth Management
New York
$4K – – –
CI
905
Cordant Inc
Oregon
$4K +$4K +56 New
FAG
906
Fortitude Advisory Group
Washington
$3K – – –
FFC
907
First Financial Corp
Indiana
$3K – – –
SIS
908
Sound Income Strategies
Florida
$3K – – –
SC
909
Schubert & Co
Texas
$3K +$892 +11 +42%
MA
910
MCF Advisors
Kentucky
$3K +$3K +39 New
CWM
911
Curi Wealth Management
North Carolina
$2K – – –
APF
912
Alaska Permanent Fund
Alaska
$2K +$2K +24 New
PCA
913
Providence Capital Advisors
North Carolina
$2K +$2K +27 New
BCMLT
914
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K +$2K +32 New
CB
915
CNB Bank
Pennsylvania
$2K +$2K +32 New
DI
916
Disciplined Investments
Oklahoma
$2K +$2K +33 New
NIC
917
Northwest Investment Counselors
Oregon
$1K -$2.35K -47 -70%
CCA
918
Column Capital Advisors
Indiana
$1K – – –
UFF
919
USA Financial Formulas
Michigan
$1K – – –
TFM
920
TFC Financial Management
Massachusetts
$1K – – –
IUHSA
921
Itau Unibanco Holding S.A.
Brazil
$1K +$1K +17 New
CIAS
922
CFS Investment Advisory Services
New Jersey
$1K +$1K +47,199 New
ACA
923
Atlas Capital Advisors
Wyoming
$577 – – –
FGAM
924
Financial Gravity Asset Management
Texas
$350 +$19 +24 +6%
BIM
925
Baldwin Investment Management
Pennsylvania
$212 -$12 -165 -5%
35 36
37
38 39