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Xcel Energy
XEL

Overview Fund Activity

817 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 279 increasing their positions, 289 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-23
Holders Change %
-2.74%
% of All Funds
16.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.21%
New
68
Increased
279
Reduced
289
Closed
81
Calls
$37.9M
Puts
$19M
Net Calls
+$18.9M
Net Calls Change
+$8.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$761M
2
Capital World Investors
Capital World Investors
California
$1.26B
3
BC
Brookfield Corp
Ontario, Canada
$170M
4
MAM
Magellan Asset Management
Australia
$2.03B
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$241M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$81.2M
3
Victory Capital Management
Victory Capital Management
Texas
$255M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.98B
5
BlackRock
BlackRock
New York
$2.93B
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
376
D.A. Davidson & Co
Montana
$930K -$279K -4,458 -23%
CFGS
377
Concourse Financial Group Securities
Alabama
$905K +$55.5K +883 +7%
NIPH
378
NN Investment Partners Holdings
Netherlands
$889K – – –
MME
379
Meag Munich Ergo
Germany
$883K – – –
BWM
380
BerganKDV Wealth Management
Minnesota
$883K +$55.1K +882 +7%
SF
381
Synovus Financial
Georgia
$875K -$182K -2,916 -17%
CA
382
Cornerstone Advisors
North Carolina
$875K – – –
AAP
383
Arax Advisory Partners
Colorado
$868K -$4.25K -68 -0.5%
V
384
Veritable
Delaware
$866K -$57.1K -914 -6%
CT
385
Coastline Trust
Rhode Island
$848K – – –
CP
386
Covenant Partners
Tennessee
$838K – – –
SF
387
Symphony Financial
Texas
$837K +$498K +7,969 +147%
DCM
388
Dupont Capital Management
Delaware
$835K +$835K +13,356 New
BEI
389
Benjamin Edwards Inc
Missouri
$829K +$16.4K +263 +2%
IF
390
Intrua Financial
Texas
$817K +$817K +11,466 New
HIM
391
Hotaling Investment Management
Pennsylvania
$810K -$39.2K -627 -5%
BHWM
392
Bar Harbor Wealth Management
New Hampshire
$809K -$4.69K -75 -0.6%
KRSITF
393
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$807K -$186K -2,983 -19%
TG
394
TCW Group
California
$794K +$22.7K +363 +3%
GT
395
Greenleaf Trust
Michigan
$790K +$86.2K +1,378 +12%
MIP
396
Marietta Investment Partners
Wisconsin
$784K -$25K -400 -3%
TRCT
397
Tower Research Capital (TRC)
New York
$778K +$611K +9,772 +365%
IA
398
IFP Advisors
Florida
$775K -$5.39K -87 -0.7%
FNBT
399
FineMark National Bank & Trust
Florida
$773K +$1.63K +26 +0.2%
IRF
400
IBM Retirement Fund
New York
$768K -$7.19K -115 -0.9%
14 15
16
17 18