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Xcel Energy
XEL

Overview Fund Activity

846 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+42
Holders Change %
+5.22%
% of All Funds
16.71%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
113
Increased
292
Reduced
268
Closed
57
Calls
$19.7M
Puts
$10M
Net Calls
+$9.74M
Net Calls Change
+$2.54M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$1.97B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
4
State Street
State Street
Massachusetts
$1.82B
5
CVA
Ceredex Value Advisors
Florida
$69.7M

Top Sellers

1
Invesco
Invesco
Georgia
$247M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$22.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$50.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$235M
5
WG
Winton Group
United Kingdom
$8.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
401
Transform Wealth
Colorado
$709K +$302K +4,760 +74%
CCM
402
Carlson Capital Management
Minnesota
$695K +$178K +2,802 +34%
CFA
403
Cahill Financial Advisors
Minnesota
$690K +$508 +8 +0.1%
Axa
404
Axa
France
$680K -$766K -12,071 -53%
BRWA
405
B. Riley Wealth Advisors
Florida
$669K +$239K +3,770 +56%
MFW
406
Mosaic Family Wealth
Missouri
$668K – – –
LMAM
407
Legg Mason Asset Management
Japan
$666K +$43.1K +690 +7%
SP
408
Symmetry Partners
Connecticut
$660K -$346K -5,448 -34%
PP
409
Parplus Partners
New York
$659K +$659K +10,387 New
VIA
410
Vident Investment Advisory
Georgia
$657K -$70.9K -1,118 -10%
FNBTCON
411
First National Bank & Trust Co of Newtown
Pennsylvania
$657K -$22.5K -355 -3%
SFG
412
SNS Financial Group
Minnesota
$655K +$22.3K +351 +4%
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$653K – – –
CTC
414
Central Trust Company
Missouri
$648K – – –
CA
415
Cetera Advisors
Colorado
$645K -$29.9K -470 -4%
SCA
416
Stonebridge Capital Advisors
Minnesota
$640K +$63 +1 +0%
PFS
417
Prospera Financial Services
Texas
$639K +$387K +6,098 +154%
FMBTD
418
First Midwest Bank Trust Division
Illinois
$636K – – –
GBBWRPM
419
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$636K – – –
SS
420
Simplicity Solutions
Minnesota
$634K +$251K +3,951 +66%
PIA
421
Piedmont Investment Advisors
North Carolina
$625K +$104K +1,640 +20%
OAM
422
Oppenheimer Asset Management
New York
$620K +$23.8K +375 +4%
TW
423
TrinityPoint Wealth
Connecticut
$619K +$6.54K +103 +1%
LNWWM
424
Laird Norton Wetherby Wealth Management
California
$597K +$2.35K +37 +0.4%
IA
425
IFP Advisors
Florida
$594K +$78.6K +1,240 +15%
15 16
17
18 19