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Xcel Energy
XEL

Overview Fund Activity

842 hedge funds and large institutions have $28B invested in Xcel Energy in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 259 increasing their positions, 298 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+25
Holders Change %
+3.06%
% of All Funds
17.03%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
96
Increased
259
Reduced
298
Closed
64
Calls
$33.7M
Puts
$10.3M
Net Calls
+$23.4M
Net Calls Change
+$4.55M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$213M
2
Wells Fargo
Wells Fargo
California
+$158M
3
Citadel Advisors
Citadel Advisors
Florida
+$95.6M
4
Capital International Investors
Capital International Investors
California
+$57.3M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$41.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$604M
2
Renaissance Technologies
Renaissance Technologies
New York
-$74.2M
3
CS
Credit Suisse
Switzerland
-$59.9M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$59.1M
5
State Street
State Street
Massachusetts
-$58.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
401
Ossiam
France
$796K +$297K +4,299 +59%
CWM
402
Chronos Wealth Management
Florida
$793K – – –
LWCFA
403
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$788K – – –
ACP
404
Aveo Capital Partners
Colorado
$786K +$549K +7,955 +232%
DADC
405
D.A. Davidson & Co
Montana
$781K -$246K -3,568 -24%
TW
406
TrinityPoint Wealth
Connecticut
$753K +$19.5K +282 +3%
CFA
407
Cahill Financial Advisors
Minnesota
$751K – – –
CCM
408
Carlson Capital Management
Minnesota
$742K +$276 +4 +0%
MIAN
409
Mariner Independent Advisor Network
Kansas
$738K -$68.6K -994 -9%
KA
410
KLCM Advisors
Wisconsin
$738K – – –
OBGC
411
O'Brien Greene & Co
Pennsylvania
$729K -$9.66K -140 -1%
MFW
412
Mosaic Family Wealth
Missouri
$726K – – –
WS
413
Wedbush Securities
California
$718K +$160K +2,323 +29%
JF
414
Jump Financial
Illinois
$713K +$713K +10,328 New
FNBTCON
415
First National Bank & Trust Co of Newtown
Pennsylvania
$712K -$3.45K -50 -0.5%
CAM
416
Carret Asset Management
New York
$710K – – –
FGA
417
Fortis Group Advisors
New Jersey
$699K +$699K +10,130 New
GBBWRPM
418
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$691K – – –
EGM
419
Engineers Gate Manager
New York
$685K +$685K +9,930 New
OAM
420
Oppenheimer Asset Management
New York
$684K +$2.14K +31 +0.3%
FMBTD
421
First Midwest Bank Trust Division
Illinois
$677K +$73.1K +1,060 +12%
ANB
422
Amarillo National Bank
Texas
$675K -$135K -1,957 -17%
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$674K -$27.6K -400 -4%
CTC
424
Central Trust Company
Missouri
$668K -$11.8K -171 -2%
SCA
425
Stonebridge Capital Advisors
Minnesota
$668K – – –
15 16
17
18 19