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Xcel Energy
XEL

Overview Fund Activity

817 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 279 increasing their positions, 289 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-23
Holders Change %
-2.74%
% of All Funds
16.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.21%
New
68
Increased
279
Reduced
289
Closed
81
Calls
$37.9M
Puts
$19M
Net Calls
+$18.9M
Net Calls Change
+$8.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$761M
2
Capital World Investors
Capital World Investors
California
$1.26B
3
BC
Brookfield Corp
Ontario, Canada
$170M
4
MAM
Magellan Asset Management
Australia
$2.03B
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$241M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$81.2M
3
Victory Capital Management
Victory Capital Management
Texas
$255M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.98B
5
BlackRock
BlackRock
New York
$2.93B
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
401
BOK Financial
Oklahoma
$758K +$17.4K +279 +2%
Credit Agricole
402
Credit Agricole
France
$757K -$260K -4,160 -26%
MIAN
403
Mariner Independent Advisor Network
Kansas
$749K -$42K -656 -5%
AMG
404
Advisors Management Group
Wisconsin
$736K -$12.6K -201 -2%
LMAM
405
Legg Mason Asset Management
Japan
$735K -$6.82K -109 -0.9%
ANB
406
Amarillo National Bank
Texas
$733K – – –
TW
407
Transform Wealth
Colorado
$726K -$1.81K -29 -0.2%
CWM
408
Chronos Wealth Management
Florida
$718K – – –
LWCFA
409
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$714K – – –
CCM
410
Carlson Capital Management
Minnesota
$686K +$4.21K +66 +0.6%
CFA
411
Cahill Financial Advisors
Minnesota
$681K +$1.06K +17 +0.2%
BRWA
412
B. Riley Wealth Advisors
Florida
$670K -$3.07K -49 -0.5%
KA
413
KLCM Advisors
Wisconsin
$669K -$31.3K -500 -4%
OBGC
414
O'Brien Greene & Co
Pennsylvania
$669K -$28.1K -450 -4%
WIP
415
Wellesley Investment Partners
Massachusetts
$667K -$155K -2,485 -19%
TW
416
TrinityPoint Wealth
Connecticut
$665K +$2.31K +37 +0.3%
MFW
417
Mosaic Family Wealth
Missouri
$657K – – –
SFS
418
Sowell Financial Services
Arkansas
$655K +$292K +4,669 +80%
FNBTCON
419
First National Bank & Trust Co of Newtown
Pennsylvania
$648K – – –
CAM
420
Carret Asset Management
New York
$643K – – –
SRAM
421
Stone Ridge Asset Management
New York
$636K -$281K -4,500 -31%
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$636K +$938 +15 +0.1%
GBBWRPM
423
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$626K – – –
OAM
424
Oppenheimer Asset Management
New York
$618K +$22.2K +355 +4%
CTC
425
Central Trust Company
Missouri
$616K +$11.9K +190 +2%
15 16
17
18 19