XEL icon

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 %
FWIA
976
Fort Washington Investment Advisors
Ohio
– -$328K -4,550 Closed
SAM
977
Strategy Asset Managers
California
– -$279K -3,866 Closed
SWM
978
Scissortail Wealth Management
Oklahoma
– -$296K -3,849 Closed
TW
979
Transform Wealth
Colorado
– -$256K -3,547 Closed
MGIA
980
Moneta Group Investment Advisors
Missouri
– -$251K -3,478 Closed
KA
981
Kovack Advisors
Florida
– -$236K -3,283 Closed
VA
982
Valmark Advisers
Ohio
– -$226K -3,128 Closed
MC
983
Machina Capital
France
– -$220K -3,055 Closed
IWM
984
IHT Wealth Management
Illinois
– -$220K -3,043 Closed
LIA
985
LBMC Investment Advisors
Tennessee
– -$213K -2,949 Closed
IF
986
Intrua Financial
Texas
– -$211K -2,918 Closed
NB
987
Nicolet Bankshares
Wisconsin
– -$205K -2,844 Closed
SAM
988
SignalPoint Asset Management
Missouri
– -$202K -2,800 Closed
RT
989
Rockland Trust
Massachusetts
– -$202K -2,796 Closed
SSG
990
Summit Securities Group
New York
– -$185K -2,558 Closed
MCC
991
Money Concepts Capital
Florida
– -$139K -1,926 Closed
Group One Trading
992
Group One Trading
Illinois
– -$113K -1,564 Closed
BFC
993
Bedel Financial Consulting
Indiana
– -$98K -1,355 Closed
BHWM
994
Beaird Harris Wealth Management
Texas
– -$70K -964 Closed
ACM
995
Aquatic Capital Management
Illinois
– -$58K -800 Closed
HA
996
Herold Advisors
New York
– -$50.2K -695 Closed
GAM
997
Gemmer Asset Management
California
– -$38K -533 Closed
FGAM
998
Financial Gravity Asset Management
Texas
– -$350 -432 Closed
FFWM
999
Future Financial Wealth Management
Ohio
– -$29K -408 Closed
CLOS
1000
Compagnie Lombard Odier SCmA
Switzerland
– -$25K -350 Closed
37 38 39
40
41