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Xcel Energy
XEL

Overview Fund Activity

846 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+42
Holders Change %
+5.22%
% of All Funds
16.71%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
113
Increased
292
Reduced
268
Closed
57
Calls
$19.7M
Puts
$10M
Net Calls
+$9.74M
Net Calls Change
+$2.54M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$1.97B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
4
State Street
State Street
Massachusetts
$1.82B
5
CVA
Ceredex Value Advisors
Florida
$69.7M

Top Sellers

1
Invesco
Invesco
Georgia
$247M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$22.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$50.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$235M
5
WG
Winton Group
United Kingdom
$8.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
376
Synovus Financial
Georgia
$846K +$12.9K +204 +2%
AAS
377
Avantax Advisory Services
Texas
$844K +$160K +2,517 +23%
CG
378
Colony Group
Massachusetts
$837K -$31.7K -499 -4%
BWM
379
BerganKDV Wealth Management
Minnesota
$833K +$635 +10 +0.1%
BHWM
380
Bar Harbor Wealth Management
New Hampshire
$826K +$233K +3,670 +39%
CFGS
381
Concourse Financial Group Securities
Alabama
$826K +$551K +8,621 +200%
BF
382
BOK Financial
Oklahoma
$821K -$2.32M -36,549 -74%
FNBT
383
FineMark National Bank & Trust
Florida
$811K +$142K +2,241 +21%
KFP
384
Keystone Financial Planning
Ohio
$808K -$21.6K -340 -3%
AAP
385
Arax Advisory Partners
Colorado
$791K +$4.38K +69 +0.6%
KRSITF
386
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$789K +$3.18K +50 +0.4%
TG
387
TCW Group
California
$784K – – –
AFS
388
Access Financial Services
Minnesota
$771K +$175K +2,762 +29%
PP
389
Paloma Partners
Connecticut
$770K -$867K -13,648 -53%
MIAN
390
Mariner Independent Advisor Network
Kansas
$770K +$770K +12,139 New
Simplex Trading
391
Simplex Trading
Illinois
$766K +$766K +12,077 New
PAG
392
Private Advisor Group
New Jersey
$765K +$40K +630 +6%
AMG
393
Advisors Management Group
Wisconsin
$760K +$444 +7 +0.1%
ANB
394
Amarillo National Bank
Texas
$745K -$5.4K -85 -0.7%
OBGC
395
O'Brien Greene & Co
Pennsylvania
$730K -$22.2K -350 -3%
CWM
396
Chronos Wealth Management
Florida
$730K +$730K +11,491 New
LWCFA
397
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$725K +$654K +10,307 +924%
NG
398
NatWest Group
United Kingdom
$723K +$373K +5,865 +106%
II
399
Inspire Investing
Idaho
$715K +$66K +1,040 +10%
KA
400
KLCM Advisors
Wisconsin
$711K +$711K +11,200 New
14 15
16
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