XEL icon

Xcel Energy
XEL

Overview Fund Activity

624 hedge funds and large institutions have $16.3B invested in Xcel Energy in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 231 increasing their positions, 200 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-3
Holders Change %
-0.48%
% of All Funds
15.56%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.27%
New
57
Increased
231
Reduced
200
Closed
49
Calls
$11.9M
Puts
$17.5M
Net Calls
-$5.55M
Net Calls Change
-$8.68M

Top Buyers

1
BlackRock
BlackRock
New York
$1.85B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$790M
3
RCAMU
Rothschild & Co Asset Management US
Connecticut
$59.5M
4
Millennium Management
Millennium Management
New York
$279M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.56B

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
$84.2M
2
TCIM
TIAA CREF Investment Management
New York
$166M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$301M
4
Morgan Stanley
Morgan Stanley
New York
$40.7M
5
Jennison Associates
Jennison Associates
New York
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDS
226
First Dallas Securities
Texas
$2.6M -$21.5K -483 -0.8%
WFG
227
Windsor Financial Group
Minnesota
$2.57M -$48.9K -1,100 -2%
TRSOTSOK
228
Teachers Retirement System of the State of Kentucky
Kentucky
$2.56M -$227K -5,100 -8%
DILIC
229
Dai-ichi Life Insurance Company
Japan
$2.55M – – –
WIC
230
Willis Investment Counsel
Georgia
$2.45M – – –
WAM
231
World Asset Management
Michigan
$2.37M +$210K +4,726 +10%
CWM
232
CIBC World Markets
New York
$2.36M +$807K +18,161 +52%
CS
233
Candriam SCA
Luxembourg
$2.31M +$541K +12,169 +31%
EIA
234
Edgemoor Investment Advisors
Maryland
$2.3M -$178K -4,003 -7%
KeyBank National Association
235
KeyBank National Association
Ohio
$2.3M +$1.37M +30,885 +149%
NMERB
236
New Mexico Educational Retirement Board
New Mexico
$2.29M -$129K -2,900 -5%
Acadian Asset Management
237
Acadian Asset Management
Massachusetts
$2.27M -$8.4M -189,076 -79%
SAM
238
Securian Asset Management
Minnesota
$2.26M +$14.2K +319 +0.6%
NIPH
239
NN Investment Partners Holdings
Netherlands
$2.25M -$10.4K -234 -0.5%
Cambridge Investment Research Advisors
240
Cambridge Investment Research Advisors
Iowa
$2.24M +$82.2K +1,849 +4%
Balyasny Asset Management
241
Balyasny Asset Management
Illinois
$2.24M +$554K +12,455 +33%
CAM
242
Capstone Asset Management
Texas
$2.21M -$22.2K -500 -1%
Citadel Advisors
243
Citadel Advisors
Florida
$2.18M +$2.18M +49,084 New
TFA
244
Transamerica Financial Advisors
Florida
$2.18M +$17.9K +403 +0.8%
ERSOT
245
Employees Retirement System of Texas
Texas
$2.18M +$889K +20,000 +69%
LIA
246
LS Investment Advisors
Michigan
$2.15M -$149K -3,342 -6%
MCIM
247
Meadow Creek Investment Management
Georgia
$2.15M +$149K +3,344 +7%
QI
248
QS Investors
New York
$2.15M -$827K -18,610 -28%
WBC
249
Westpac Banking Corp
Australia
$2.15M +$462K +10,383 +27%
BCM
250
Becker Capital Management
Oregon
$2.02M -$7.81M -175,622 -79%
8 9
10
11 12