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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 %
Axa
326
Axa
France
$1.36M +$712K +11,800 +110%
OPPTF
327
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.36M +$1.36M +22,967 New
LSERS
328
Louisiana State Employees Retirement System
Louisiana
$1.35M -$157K -2,600 -10%
RC
329
RegentAtlantic Capital
New Jersey
$1.33M -$219K -3,639 -14%
O
330
Ossiam
France
$1.31M +$928K +15,390 +244%
CCG
331
Cypress Capital Group
Florida
$1.31M -$6.03K -100 -0.5%
IMRF
332
Illinois Municipal Retirement Fund
Illinois
$1.29M +$235K +3,897 +22%
VLKIM
333
Van Lanschot Kempen Investment Management
Netherlands
$1.29M +$357K +5,912 +38%
VBFP
334
Valtinson Bruner Financial Planning
Minnesota
$1.28M +$293K +4,703 +30%
FAAS
335
First Allied Advisory Services
California
$1.27M +$12.5K +207 +1%
OSIA
336
O'Shares Investment Advisers
Massachusetts
$1.26M -$1.03K -17 -0.1%
SPIA
337
Steward Partners Investment Advisory
New York
$1.25M +$68.3K +1,134 +6%
JPMPWA
338
J.P. Morgan Private Wealth Advisors
California
$1.22M +$105K +1,733 +9%
DADC
339
D.A. Davidson & Co
Montana
$1.17M +$60K +996 +5%
DWT
340
Dorsey & Whitney Trust
South Dakota
$1.17M -$5.49K -91 -0.5%
TPA
341
Trivium Point Advisory
Connecticut
$1.16M -$158K -2,508 -12%
AIP
342
Ameritas Investment Partners
Nebraska
$1.16M -$22.2K -368 -2%
CIM
343
CenturyLink Investment Management
Colorado
$1.16M +$62.5K +1,036 +6%
F
344
F3Logic
Minnesota
$1.14M +$74.1K +1,228 +7%
WA
345
WealthTrust Axiom
Pennsylvania
$1.12M -$431K -7,150 -28%
OPA
346
Old Port Advisors
Maine
$1.1M -$105K -1,741 -9%
DTL
347
Dynamic Technology Lab
Singapore
$1.1M +$629K +10,428 +132%
CWM
348
Chesapeake Wealth Management
Virginia
$1.08M -$13.4K -223 -1%
RA
349
RFG Advisory
Alabama
$1.06M -$77.2K -1,280 -7%
HB
350
Homrich & Berg
Georgia
$1.06M -$374K -6,206 -26%
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14
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