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Xcel Energy
XEL

Overview Fund Activity

885 hedge funds and large institutions have $26.9B invested in Xcel Energy in 2020 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 299 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
+43
Holders Change %
+5.11%
% of All Funds
15.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
136
Increased
299
Reduced
276
Closed
81
Calls
$80.9M
Puts
$16.4M
Net Calls
+$64.5M
Net Calls Change
+$41.1M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$77.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$58.9M
3
Wells Fargo
Wells Fargo
California
+$52.3M
4
APG Asset Management
APG Asset Management
Netherlands
+$50.8M
5
Capital International Investors
Capital International Investors
California
+$42.2M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$138M
2
Citadel Advisors
Citadel Advisors
Florida
-$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$70.8M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$61.3M
5
American Century Companies
American Century Companies
Missouri
-$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
376
IFP Advisors
Florida
$1M +$55.1K +828 +6%
BWL
377
Bogart Wealth LLC
Virginia
$987K +$114K +1,706 +13%
WWM
378
Western Wealth Management
Colorado
$982K -$71.2K -1,068 -7%
PI
379
PEAK6 Investments
Illinois
$981K +$981K +14,709 New
AAP
380
Arax Advisory Partners
Colorado
$973K +$4.74K +71 +0.5%
PFS
381
Prospera Financial Services
Texas
$973K +$789K +11,843 +429%
OAM
382
Optimal Asset Management
California
$967K -$970K -14,540 -50%
KRSITF
383
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$967K +$49.2K +738 +5%
HNB
384
Huntington National Bank
Ohio
$959K -$27.4K -411 -3%
CP
385
Covenant Partners
Tennessee
$926K +$32.4K +486 +4%
ASN
386
Advisory Services Network
Georgia
$923K +$454K +6,801 +97%
BEI
387
Benjamin Edwards Inc
Missouri
$922K +$71.6K +1,074 +8%
GVAG
388
Great Valley Advisor Group
Delaware
$920K +$95.2K +1,427 +12%
HIM
389
Hotaling Investment Management
Pennsylvania
$894K +$21.4K +321 +2%
CAG
390
Csenge Advisory Group
Florida
$892K -$62.8K -943 -7%
SLI
391
Sumitomo Life Insurance
Japan
$887K +$887K +13,306 New
SAM
392
Strategy Asset Managers
California
$875K -$50.9K -763 -5%
WA
393
Wambolt & Associates
Colorado
$874K +$371K +5,567 +74%
F
394
F3Logic
Minnesota
$870K +$30.2K +452 +4%
GT
395
Greenleaf Trust
Michigan
$867K -$15.5K -233 -2%
SF
396
Symphony Financial
Texas
$867K +$79.3K +1,209 +10%
PHK
397
Point72 Hong Kong
Hong Kong
$860K +$860K +12,906 New
TG
398
TCW Group
California
$847K – – –
CT
399
Coastline Trust
Rhode Island
$846K +$42.7K +640 +5%
CCM
400
Carlson Capital Management
Minnesota
$844K +$137K +2,080 +19%
14 15
16
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