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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 %
JG
376
Jefferies Group
New York
$879K +$451K +7,479 +105%
HF
377
HRT Financial
New York
$875K +$875K +14,513 New
AL
378
AJO LP
Pennsylvania
$868K +$868K +14,422 New
NIPH
379
NN Investment Partners Holdings
Netherlands
$857K -$272K -4,519 -24%
MME
380
Meag Munich Ergo
Germany
$852K -$485K -8,047 -36%
Verition Fund Management
381
Verition Fund Management
Connecticut
$849K +$849K +14,072 New
CA
382
Cornerstone Advisors
North Carolina
$844K – – –
AAP
383
Arax Advisory Partners
Colorado
$841K +$89.4K +1,483 +12%
AAS
384
Avantax Advisory Services
Texas
$820K +$18.6K +308 +2%
CFGS
385
Concourse Financial Group Securities
Alabama
$820K +$34.9K +575 +4%
HIM
386
Hotaling Investment Management
Pennsylvania
$819K +$10.9K +180 +1%
CT
387
Coastline Trust
Rhode Island
$818K – – –
CP
388
Covenant Partners
Tennessee
$808K -$210K -3,485 -21%
SS
389
Simplicity Solutions
Minnesota
$800K +$198K +3,289 +33%
BWM
390
BerganKDV Wealth Management
Minnesota
$799K +$7.9K +131 +1%
CEP
391
Chicago Equity Partners
Illinois
$797K -$799K -13,250 -50%
WIP
392
Wellesley Investment Partners
Massachusetts
$793K -$88.8K -1,474 -10%
BHWM
393
Bar Harbor Wealth Management
New Hampshire
$785K -$60 -1 -0%
BEI
394
Benjamin Edwards Inc
Missouri
$784K +$640K +10,616 +445%
MIP
395
Marietta Investment Partners
Wisconsin
$781K -$36.2K -600 -4%
GAM
396
Gotham Asset Management
New York
$762K +$762K +12,634 New
IG
397
ING Group
Netherlands
$755K +$504K +8,349 +200%
PAG
398
Private Advisor Group
New Jersey
$754K +$27.4K +454 +4%
IRF
399
IBM Retirement Fund
New York
$748K +$282K +4,673 +60%
BNP Paribas Asset Management
400
BNP Paribas Asset Management
France
$747K -$199K -3,305 -21%
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