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Xcel Energy
XEL

Overview Fund Activity

757 hedge funds and large institutions have $19.2B invested in Xcel Energy in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 254 increasing their positions, 240 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+62
Holders Change %
+8.92%
% of All Funds
16.89%
Holding in Top 10
14
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+180%
% of All Funds
0.31%
New
123
Increased
254
Reduced
240
Closed
56
Calls
$5.92M
Puts
$2.8M
Net Calls
+$3.12M
Net Calls Change
-$11.3M

Top Buyers

1
Invesco
Invesco
Georgia
+$227M
2
BlackRock
BlackRock
New York
+$150M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$86.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$84.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$81.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60.8M
4
CVA
Ceredex Value Advisors
Florida
-$55.1M
5
Ameriprise
Ameriprise
Minnesota
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
401
WealthPLAN Partners
Nebraska
$547K -$6.74K -126 -1%
FNBTCON
402
First National Bank & Trust Co of Newtown
Pennsylvania
$544K – – –
QAM
403
Quantres Asset Management
Cayman Islands
$537K +$123K +2,500 +30%
RA
404
RFG Advisory
Alabama
$534K -$109K -2,219 -17%
TSW
405
Thompson Siegel & Walmsley
Virginia
$534K -$16K -325 -3%
HL
406
HeadInvest LLC
Maine
$534K +$267K +5,418 +100%
SS
407
Simplicity Solutions
Minnesota
$534K +$534K +10,846 New
CG
408
Corundum Group
Colorado
$528K +$528K +10,709 New
CA
409
Cetera Advisors
Colorado
$524K +$67.4K +1,369 +15%
LMAM
410
Legg Mason Asset Management
Japan
$523K -$301K -6,100 -37%
MFW
411
Mosaic Family Wealth
Missouri
$516K – – –
QT
412
Quantamental Technologies
New York
$516K +$516K +10,466 New
6M
413
6 Meridian
Kansas
$514K -$5.67K -115 -1%
AWM
414
AE Wealth Management
Kansas
$507K -$83.9K -1,704 -14%
FT
415
Fiduciary Trust
Massachusetts
$505K +$6.75K +137 +1%
FMII
416
Farmers & Merchants Investments Inc
Nebraska
$503K -$11.1K -226 -2%
CTC
417
Central Trust Company
Missouri
$503K -$3.6K -73 -0.7%
KRSITF
418
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$501K +$27.1K +551 +6%
PIA
419
Pinion Investment Advisors
Kansas
$500K -$86.4K -1,754 -15%
GBBWRPM
420
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$498K – – –
CI
421
Conning Inc
Connecticut
$493K -$65.1K -1,320 -12%
PMFA
422
Plante Moran Financial Advisors
Michigan
$493K – – –
Neuberger Berman Group
423
Neuberger Berman Group
New York
$484K +$838 +17 +0.2%
FMBTD
424
First Midwest Bank Trust Division
Illinois
$481K -$14.8K -300 -3%
CFGS
425
Concourse Financial Group Securities
Alabama
$480K +$255K +5,134 +113%
15 16
17
18 19