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Xcel Energy
XEL

Overview Fund Activity

804 hedge funds and large institutions have $26.3B invested in Xcel Energy in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 273 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+14
Holders Change %
+1.77%
% of All Funds
17.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
76
Increased
274
Reduced
273
Closed
59
Calls
$23.5M
Puts
$16.3M
Net Calls
+$7.2M
Net Calls Change
+$12.5M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$727M
2
BlackRock
BlackRock
New York
+$254M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$82.3M
4
State Street
State Street
Massachusetts
+$46.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$32.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$368M
2
SI
Scout Investments
Missouri
-$115M
3
Bank of America
Bank of America
North Carolina
-$89.7M
4
CTA
Carillon Tower Advisers
Florida
-$78.7M
5
BC
Brookfield Corp
Ontario, Canada
-$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VLKIM
401
Van Lanschot Kempen Investment Management
Netherlands
$695K +$186K +2,869 +37%
CA
402
Cetera Advisors
Colorado
$688K -$222K -3,422 -24%
FNBT
403
FineMark National Bank & Trust
Florida
$684K +$9.09K +140 +1%
MFW
404
Mosaic Family Wealth
Missouri
$682K – – –
PMFA
405
Plante Moran Financial Advisors
Michigan
$676K +$195 +3 +0%
NIM
406
Nicollet Investment Management
Minnesota
$668K +$668K +10,295 New
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$667K – – –
II
408
Inspire Investing
Idaho
$664K +$664K +10,227 New
CTC
409
Central Trust Company
Missouri
$662K – – –
SCA
410
Stonebridge Capital Advisors
Minnesota
$654K -$61.8K -953 -9%
FMBTD
411
First Midwest Bank Trust Division
Illinois
$650K -$181K -2,795 -22%
GBBWRPM
412
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$650K -$6.36K -98 -1%
SFG
413
SNS Financial Group
Minnesota
$648K -$34.4K -529 -5%
LMAM
414
Legg Mason Asset Management
Japan
$648K +$67.5K +1,040 +12%
DIM
415
DC Investments Management
Virginia
$638K -$63.8K -983 -9%
OAM
416
Oppenheimer Asset Management
New York
$609K -$2.4K -37 -0.4%
AFS
417
Access Financial Services
Minnesota
$609K +$324 +5 +0.1%
LNWWM
418
Laird Norton Wetherby Wealth Management
California
$607K +$9.14K +141 +2%
BHWM
419
Bar Harbor Wealth Management
New Hampshire
$606K – – –
BIA
420
Bigelow Investment Advisors
Maine
$598K -$5.71K -88 -0.9%
FT
421
Fiduciary Trust
Massachusetts
$596K -$25.3K -390 -4%
TW
422
TrinityPoint Wealth
Connecticut
$595K +$101K +1,638 +20%
HIS
423
Horizon Investment Services
Indiana
$582K +$20.2K +311 +4%
KIA
424
KCM Investment Advisors
California
$576K – – –
6M
425
6 Meridian
Kansas
$575K -$45.2K -697 -7%
15 16
17
18 19