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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.12B
2
MAM
2
Magellan Asset Management
Australia
$1.52B
3
Capital World Investors
3
Capital World Investors
California
$0
4
Capital International Investors
4
Capital International Investors
California
$202M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
951
Bartlett & Co Wealth Management
Ohio
– -$50.4K -800 Closed
BC
952
Bartlett & Co
Ohio
– -$50K -800 Closed
OIA
953
Optimum Investment Advisors
Illinois
– -$44K -700 Closed
GRP
954
Global Retirement Partners
California
– -$39K -627 Closed
IUHSA
955
Itau Unibanco Holding S.A.
Brazil
– -$33K -529 Closed
AIM
956
Achmea Investment Management
Netherlands
– -$20K -323 Closed
WLPWM
957
Walled Lake Planning & Wealth Management
Illinois
– -$18K -282 Closed
AWA
958
Arkadios Wealth Advisors
Georgia
– -$17K -275 Closed
Parallax Volatility Advisers
959
Parallax Volatility Advisers
California
– -$16K -248 Closed
CPC
960
Consolidated Planning Corp
Georgia
– -$15K -235 Closed
Capstone Investment Advisors
961
Capstone Investment Advisors
New York
– -$9K -151 Closed
RA
962
Resolute Advisors
California
– -$9K -148 Closed
RTL
963
Red Tortoise LLC
Georgia
– -$6K -95 Closed
HA
964
Herold Advisors
New York
– -$4K -79 Closed
FFC
965
Fure Financial Corporation
Minnesota
– -$4K -74 Closed
EWA
966
Evolution Wealth Advisors
Florida
– -$4K -68 Closed
MA
967
MCF Advisors
Kentucky
– -$3K -54 Closed
TLFA
968
True Link Financial Advisors
California
– -$2K -32 Closed
CI
969
Cordant Inc
Oregon
– -$1K -8 Closed
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