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Xcel Energy
XEL

Overview Fund Activity

783 hedge funds and large institutions have $22.3B invested in Xcel Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 277 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+26
Holders Change %
+3.43%
% of All Funds
16.97%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
88
Increased
277
Reduced
256
Closed
56
Calls
$23.7M
Puts
$10.1M
Net Calls
+$13.6M
Net Calls Change
+$10.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$313M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$127M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$75.7M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$59.7M
5
BS
Banco Santander
Spain
+$55.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
2
Ameriprise
Ameriprise
Minnesota
-$105M
3
Franklin Resources
Franklin Resources
California
-$68.4M
4
SI
Scout Investments
Missouri
-$57.5M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
401
J.P. Morgan Private Wealth Advisors
California
$652K +$112K +1,990 +21%
SCA
402
Stonebridge Capital Advisors
Minnesota
$645K -$101K -1,805 -14%
WP
403
WealthPLAN Partners
Nebraska
$634K +$48.3K +843 +8%
FHB
404
First Hawaiian Bank
Hawaii
$621K -$136K -2,413 -18%
FNBTCON
405
First National Bank & Trust Co of Newtown
Pennsylvania
$621K – – –
CFA
406
Cahill Financial Advisors
Minnesota
$615K -$21.4K -381 -3%
CFGS
407
Concourse Financial Group Securities
Alabama
$615K +$67.9K +1,201 +12%
AWM
408
AE Wealth Management
Kansas
$614K +$35.5K +631 +6%
SS
409
Simplicity Solutions
Minnesota
$606K -$3.37K -60 -0.6%
BTS
410
BB&T Securities
Virginia
$603K +$157K +2,802 +35%
SF
411
Synovus Financial
Georgia
$595K -$112K -1,994 -16%
TSW
412
Thompson Siegel & Walmsley
Virginia
$591K -$17.9K -318 -3%
MFW
413
Mosaic Family Wealth
Missouri
$589K – – –
PMFA
414
Plante Moran Financial Advisors
Michigan
$585K +$22.9K +407 +4%
Jane Street
415
Jane Street
New York
$582K +$318K +5,658 +121%
FT
416
Fiduciary Trust
Massachusetts
$581K +$4.72K +84 +0.8%
TCM
417
Teza Capital Management
Illinois
$580K +$580K +10,311 New
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$577K +$2.92K +52 +0.5%
KRSITF
419
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$575K +$3.09K +55 +0.5%
CTC
420
Central Trust Company
Missouri
$574K – – –
GBBWRPM
421
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$568K – – –
AIM
422
Axiom Investment Management
New York
$568K +$25K +441 +5%
PIA
423
Pinion Investment Advisors
Kansas
$567K -$3.03K -54 -0.5%
JG
424
Jefferies Group
New York
$563K -$272K -4,832 -33%
CI
425
Conning Inc
Connecticut
$559K -$3.37K -60 -0.6%
15 16
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