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Xcel Energy
XEL

Overview Fund Activity

840 hedge funds and large institutions have $24.7B invested in Xcel Energy in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
-6
Holders Change %
-0.71%
% of All Funds
18.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
86
Increased
284
Reduced
305
Closed
82
Calls
$24.1M
Puts
$13.6M
Net Calls
+$10.5M
Net Calls Change
+$741K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$911M
2
Victory Capital Management
Victory Capital Management
Texas
+$230M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$139M
4
BPSG
Brookfield Public Securities Group
New York
+$135M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$83.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$378M
2
Franklin Resources
Franklin Resources
California
-$366M
3
BlackRock
BlackRock
New York
-$160M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
5
American Century Companies
American Century Companies
Missouri
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
401
FineMark National Bank & Trust
Florida
$744K -$26.8K -444 -3%
TG
402
TCW Group
California
$744K – – –
CIBC World Market
403
CIBC World Market
Ontario, Canada
$743K +$505K +8,374 +212%
PVH
404
Psagot Value Holdings
Israel
$742K -$163K -2,700 -18%
BSW
405
Buckingham Strategic Wealth
Missouri
$734K +$307K +5,098 +72%
IA
406
IFP Advisors
Florida
$730K +$186K +3,210 +34%
NG
407
NatWest Group
United Kingdom
$728K +$42K +697 +6%
AMG
408
Advisors Management Group
Wisconsin
$722K +$542 +9 +0.1%
MIAN
409
Mariner Independent Advisor Network
Kansas
$718K +$11.9K +204 +2%
LMAM
410
Legg Mason Asset Management
Japan
$716K +$71.9K +1,192 +11%
BF
411
BOK Financial
Oklahoma
$715K -$64.4K -1,067 -8%
ANB
412
Amarillo National Bank
Texas
$708K – – –
CA
413
Cetera Advisors
Colorado
$707K +$94.6K +1,569 +15%
ACP
414
Aveo Capital Partners
Colorado
$704K +$438K +7,256 +164%
TW
415
Transform Wealth
Colorado
$703K +$29.4K +487 +4%
CWM
416
Chronos Wealth Management
Florida
$693K – – –
CCM
417
Carlson Capital Management
Minnesota
$690K -$17.4K -269 -2%
LWCFA
418
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$689K – – –
GT
419
Greenleaf Trust
Michigan
$679K +$230K +3,813 +51%
KA
420
KLCM Advisors
Wisconsin
$675K – – –
OBGC
421
O'Brien Greene & Co
Pennsylvania
$673K -$20.5K -340 -3%
CFA
422
Cahill Financial Advisors
Minnesota
$656K +$483 +8 +0.1%
BRWA
423
B. Riley Wealth Advisors
Florida
$649K +$13.2K +218 +2%
LNWWM
424
Laird Norton Wetherby Wealth Management
California
$640K +$73.6K +1,221 +13%
TW
425
TrinityPoint Wealth
Connecticut
$639K +$51K +845 +9%
15 16
17
18 19