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Xcel Energy
XEL

Overview Fund Activity

790 hedge funds and large institutions have $24B invested in Xcel Energy in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 248 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+7
Holders Change %
+0.89%
% of All Funds
17.19%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
77
Increased
282
Reduced
248
Closed
57
Calls
$6.79M
Puts
$12.1M
Net Calls
-$5.3M
Net Calls Change
-$18.9M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$488M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$130M
3
SI
Scout Investments
Missouri
+$77.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$54.5M
5
CTA
Carillon Tower Advisers
Florida
+$53.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
2
Boston Partners
Boston Partners
Massachusetts
-$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.6M
4
BS
Banco Santander
Spain
-$55.1M
5
ATN
AMF Tjänstepension
Sweden
-$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
401
Stonebridge Capital Advisors
Minnesota
$657K -$26K -437 -4%
DADC
402
D.A. Davidson & Co
Montana
$647K +$114K +1,911 +21%
FNBTCON
403
First National Bank & Trust Co of Newtown
Pennsylvania
$646K -$11.3K -190 -2%
CFA
404
Cahill Financial Advisors
Minnesota
$646K -$5.36K -90 -0.8%
DIM
405
DC Investments Management
Virginia
$644K -$99.2K -1,666 -13%
KRSITF
406
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$639K +$30.4K +510 +5%
JG
407
Jefferies Group
New York
$632K +$36K +605 +6%
MFW
408
Mosaic Family Wealth
Missouri
$626K +$2.26K +38 +0.4%
SFG
409
SNS Financial Group
Minnesota
$625K +$145K +2,438 +30%
CTC
410
Central Trust Company
Missouri
$624K – – –
FNBT
411
FineMark National Bank & Trust
Florida
$619K -$259K -4,344 -29%
PMFA
412
Plante Moran Financial Advisors
Michigan
$619K +$178 +3 +0%
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$611K +$773 +13 +0.1%
AG
414
AlphaSimPlex Group
Massachusetts
$603K +$184K +3,090 +44%
GBBWRPM
415
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$601K – – –
AIM
416
Axiom Investment Management
New York
$591K -$5.24K -88 -0.9%
FHB
417
First Hawaiian Bank
Hawaii
$571K -$87.2K -1,463 -13%
FT
418
Fiduciary Trust
Massachusetts
$570K -$45.2K -760 -7%
6M
419
6 Meridian
Kansas
$569K +$9.94K +167 +2%
OAM
420
Oppenheimer Asset Management
New York
$561K -$5.6K -94 -1%
AFS
421
Access Financial Services
Minnesota
$558K +$297 +5 +0.1%
BHWM
422
Bar Harbor Wealth Management
New Hampshire
$556K – – –
BIA
423
Bigelow Investment Advisors
Maine
$554K -$35.7K -600 -6%
PIA
424
Pinion Investment Advisors
Kansas
$549K -$51K -858 -9%
LNWWM
425
Laird Norton Wetherby Wealth Management
California
$548K -$4.4K -74 -0.8%
15 16
17
18 19