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Xcel Energy
XEL

Overview Fund Activity

834 hedge funds and large institutions have $26.9B invested in Xcel Energy in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 290 increasing their positions, 302 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-51
Holders Change %
-5.76%
% of All Funds
14.69%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
65
Increased
290
Reduced
302
Closed
105
Calls
$97.4M
Puts
$17M
Net Calls
+$80.4M
Net Calls Change
+$15.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.5B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$317M
3
Franklin Resources
3
Franklin Resources
California
$346M
4
MAM
4
Magellan Asset Management
Australia
$2.38B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$280M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$898M
2
Capital International Investors
2
Capital International Investors
California
$670M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$387M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$13.2M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Calamos Advisors
151
Calamos Advisors
Illinois
$8.74M +$270K +4,056 +3%
H
152
Hexavest
Quebec, Canada
$8.59M -$1.71M -25,771 -17%
MIM
153
MetLife Investment Management
New Jersey
$8.52M +$33.9K +510 +0.4%
PAM
154
Panagora Asset Management
Massachusetts
$8.43M +$1.25M +18,754 +17%
PCA
155
Personal Capital Advisors
California
$8.3M +$1.72M +25,931 +26%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$8.25M -$2.47M -37,175 -23%
AIMCA
157
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.08M -$1.36M -20,500 -14%
OIM
158
Opus Investment Management
Massachusetts
$8.03M – – –
Lazard Asset Management
159
Lazard Asset Management
New York
$7.94M +$1.1M +16,533 +16%
RJFSA
160
Raymond James Financial Services Advisors
Florida
$7.88M -$569K -8,561 -7%
Barrow, Hanley, Mewhinney & Strauss
161
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.75M -$1.41M -21,146 -15%
KBC Group
162
KBC Group
Belgium
$7.51M – – –
SAM
163
Shell Asset Management
Netherlands
$7.48M -$407K -6,122 -5%
GIBU
164
Gulf International Bank (UK)
United Kingdom
$7.29M -$926K -13,925 -11%
Natixis Advisors
165
Natixis Advisors
Massachusetts
$7.11M +$103K +1,542 +1%
UIM
166
USS Investment Management
United Kingdom
$6.92M – – –
CSS
167
Cubist Systematic Strategies
Connecticut
$6.88M +$4.54M +68,249 +194%
URS
168
Utah Retirement Systems
Utah
$6.7M -$293K -4,400 -4%
Allianz Asset Management
169
Allianz Asset Management
Germany
$6.66M -$31.7M -475,946 -83%
EVM
170
Eaton Vance Management
Massachusetts
$6.55M -$6.32M -94,964 -49%
Creative Planning
171
Creative Planning
Kansas
$6.48M -$122K -1,835 -2%
PAM
172
Palisade Asset Management
Minnesota
$6.47M -$108K -1,630 -2%
State of Tennessee, Department of Treasury
173
State of Tennessee, Department of Treasury
Tennessee
$6.36M +$86.3K +1,298 +1%
Stifel Financial
174
Stifel Financial
Missouri
$6.33M -$195K -2,935 -3%
ECM
175
Evergreen Capital Management
Washington
$6.23M +$6.23M +93,634 New
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