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Xcel Energy
XEL

Overview Fund Activity

829 hedge funds and large institutions have $25.3B invested in Xcel Energy in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 295 increasing their positions, 284 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
-17
Holders Change %
-2.01%
% of All Funds
14.56%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
62
Increased
295
Reduced
284
Closed
66
Calls
$113M
Puts
$10.2M
Net Calls
+$103M
Net Calls Change
+$14.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$389M
2
Renaissance Technologies
Renaissance Technologies
New York
$111M
3
CVA
Ceredex Value Advisors
Florida
$78.7M
4
Millennium Management
Millennium Management
New York
$135M
5
State Street
State Street
Massachusetts
$1.73B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$466M
2
Capital International Investors
Capital International Investors
California
$317M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.49B
4
Cohen & Steers
Cohen & Steers
New York
$0
5
BlackRock
BlackRock
New York
$3.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
151
Coann Capital
Connecticut
$9.32M +$9.32M +149,106 New
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$9.29M -$19.3K -309 -0.2%
AB
153
Amalgamated Bank
New York
$9.11M -$328K -5,253 -3%
BSA
154
Braun Stacey Associates
New York
$8.73M -$740K -11,846 -8%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$8.64M -$1.27M -20,364 -13%
RJFSA
156
Raymond James Financial Services Advisors
Florida
$8.46M +$851K +13,611 +11%
SOMRS
157
State of Michigan Retirement System
Michigan
$8.45M -$6.25K -100 -0.1%
EGM
158
Engineers Gate Manager
New York
$8.41M +$2.64M +42,247 +46%
LC
159
LNZ Capital
New York
$8.13M +$8.13M +130,000 New
Mackenzie Financial
160
Mackenzie Financial
Ontario, Canada
$7.69M +$4.42M +70,801 +136%
MIM
161
MetLife Investment Management
New Jersey
$7.6M -$198K -3,169 -3%
Creative Planning
162
Creative Planning
Kansas
$7.56M +$86.1K +1,378 +1%
OIM
163
Opus Investment Management
Massachusetts
$7.54M – – –
PP
164
Paloma Partners
Connecticut
$7.41M +$5.54M +88,631 +297%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$7.2M +$1.97M +31,488 +38%
CCM
166
Cinctive Capital Management
New York
$7.2M +$7.2M +115,206 New
DA
167
Duality Advisers
Florida
$7.13M -$1.03M -16,427 -13%
Holocene Advisors
168
Holocene Advisors
New York
$6.89M +$6.89M +110,301 New
GIBU
169
Gulf International Bank (UK)
United Kingdom
$6.76M -$76.1K -1,217 -1%
UOC
170
UBS O'Connor
Illinois
$6.55M +$6.55M +104,829 New
ECM
171
Evergreen Capital Management
Washington
$6.24M +$231K +3,692 +4%
BCIM
172
British Columbia Investment Management
British Columbia, Canada
$6.22M -$4.75K -76 -0.1%
AAF
173
Andra AP-fonden
Sweden
$6.18M -$737K -11,800 -11%
PAM
174
Palisade Asset Management
Minnesota
$6.16M +$54.1K +865 +0.9%
Natixis Advisors
175
Natixis Advisors
Massachusetts
$6.14M -$652K -10,425 -10%
5 6
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