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Xcel Energy
XEL

Overview Fund Activity

840 hedge funds and large institutions have $24.7B invested in Xcel Energy in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
-6
Holders Change %
-0.71%
% of All Funds
18.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
86
Increased
284
Reduced
305
Closed
82
Calls
$24.1M
Puts
$13.6M
Net Calls
+$10.5M
Net Calls Change
+$741K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$911M
2
Victory Capital Management
Victory Capital Management
Texas
+$230M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$139M
4
BPSG
Brookfield Public Securities Group
New York
+$135M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$83.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$378M
2
Franklin Resources
Franklin Resources
California
-$366M
3
BlackRock
BlackRock
New York
-$160M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
5
American Century Companies
American Century Companies
Missouri
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMIMC
301
Northwestern Mutual Investment Management Company
Wisconsin
$1.65M +$421K +6,974 +34%
AAM
302
Advisors Asset Management
Colorado
$1.59M +$141K +2,333 +10%
CB
303
Commerce Bank
Missouri
$1.58M -$456K -7,574 -22%
FC
304
FORA Capital
Florida
$1.58M -$731K -12,120 -32%
RJT
305
Raymond James Trust
Florida
$1.57M -$316K -5,241 -17%
EGM
306
Engineers Gate Manager
New York
$1.55M +$1.55M +25,766 New
Daiwa Securities Group
307
Daiwa Securities Group
Japan
$1.55M +$55.2K +916 +4%
Baird Financial Group
308
Baird Financial Group
Wisconsin
$1.54M -$507K -8,411 -25%
WAM
309
World Asset Management
Michigan
$1.5M -$641K -10,629 -30%
NIA
310
Northstar Investment Advisors
Colorado
$1.5M -$42.2K -700 -3%
WPC
311
White Pine Capital
Minnesota
$1.49M – – –
OC
312
Oppenheimer & Co
New York
$1.47M -$1.99K -33 -0.1%
Lazard Asset Management
313
Lazard Asset Management
New York
$1.47M -$1.55M -25,712 -51%
BFEC
314
Benjamin F. Edwards & Company
Missouri
$1.46M -$142K -2,360 -9%
Wolverine Trading
315
Wolverine Trading
Illinois
$1.46M -$2.85M -45,598 -66%
ZIG
316
Zurich Insurance Group
Switzerland
$1.43M – – –
TF
317
TIAA FSB
Florida
$1.41M -$332K -5,514 -19%
GWM
318
Geneos Wealth Management
Colorado
$1.41M +$97.3K +1,655 +7%
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$1.4M -$204K -3,377 -13%
AP
320
Advisor Partners
California
$1.4M +$480K +7,935 +52%
SPC
321
Sigma Planning Corp
Michigan
$1.39M +$32.1K +533 +2%
GT
322
Glenmede Trust
Pennsylvania
$1.38M – – –
PP
323
Palladium Partners
Virginia
$1.37M -$13K -215 -0.9%
TA
324
Townsend & Associates
Colorado
$1.37M +$8.47K +143 +0.6%
Mercer Global Advisors
325
Mercer Global Advisors
Colorado
$1.36M +$387K +6,421 +40%
11 12
13
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