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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 %
CCM
901
Cribstone Capital Management
Maine
$8K – – –
ACA
902
Atlas Capital Advisors
Wyoming
$7.64K +$7.08K +100 +1,250%
APC
903
Aspire Private Capital
North Carolina
$6K – – –
CMA
904
Cedar Mountain Advisors
Oregon
$6K – – –
NFSG
905
Newbridge Financial Services Group
Florida
$6K – – –
CI Investments Inc
906
CI Investments Inc
Ontario, Canada
$5K +$75 +1 +2%
SC
907
Schubert & Co
Texas
$5K +$2.47K +36 +97%
TIM
908
Tortoise Investment Management
New York
$5K +$5K +74 New
WPA
909
West Paces Advisors
Georgia
$4.67K -$778 -11 -14%
CWC
910
Carolinas Wealth Consulting
North Carolina
$4K -$4.43K -62 -53%
FWM
911
Focused Wealth Management
New York
$4K – – –
HWM
912
Horizons Wealth Management
North Carolina
$4K +$4K +48 New
LF
913
Lee Financial
Texas
$4K +$4K +50 New
OC
914
Oakworth Capital
Alabama
$3K -$17.2K -229 -85%
SIS
915
Sound Income Strategies
Florida
$3K – – –
MA
916
MCF Advisors
Kentucky
$3K – – –
DI
917
Disciplined Investments
Oklahoma
$3K +$395 +5 +15%
BIA
918
Bell Investment Advisors
California
$3K +$3K +41 New
AWM
919
Activest Wealth Management
Florida
$3K +$3K +47 New
Loomis, Sayles & Company
920
Loomis, Sayles & Company
Massachusetts
$2K -$4.23K -55 -68%
BCMLT
921
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K – – –
IWP
922
IAG Wealth Partners
Wisconsin
$2K +$2K +25 New
BCPWM
923
Bradley & Co Private Wealth Management
Florida
$2K +$2K +35 New
FSWA
924
Financial Synergies Wealth Advisors
Texas
$1.06K +$1.06K +15 New
SC
925
Siena Capital
Ohio
$1K -$11.8K -94 -92%
35 36
37
38 39