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Xcel Energy
XEL

Overview Fund Activity

885 hedge funds and large institutions have $26.9B invested in Xcel Energy in 2020 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 299 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
+43
Holders Change %
+5.11%
% of All Funds
15.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
136
Increased
299
Reduced
276
Closed
81
Calls
$80.9M
Puts
$16.4M
Net Calls
+$64.5M
Net Calls Change
+$41.1M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$77.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$58.9M
3
Wells Fargo
Wells Fargo
California
+$52.3M
4
APG Asset Management
APG Asset Management
Netherlands
+$50.8M
5
Capital International Investors
Capital International Investors
California
+$42.2M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$138M
2
Citadel Advisors
Citadel Advisors
Florida
-$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$70.8M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$61.3M
5
American Century Companies
American Century Companies
Missouri
-$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCBT
401
First Citizens Bank & Trust
North Carolina
$835K -$175K -2,626 -17%
ZP
402
Zimmer Partners
New York
$833K +$833K +12,500 New
Credit Agricole
403
Credit Agricole
France
$807K – – –
DCM
404
Dupont Capital Management
Delaware
$800K -$18.2K -273 -2%
BWM
405
BerganKDV Wealth Management
Minnesota
$797K -$79.5K -1,192 -9%
KNW
406
Kesler Norman & Wride
Utah
$797K +$797K +11,947 New
AMG
407
Advisors Management Group
Wisconsin
$786K +$466 +7 +0.1%
TW
408
Transform Wealth
Colorado
$784K +$6.6K +99 +0.8%
FIM
409
Freedom Investment Management
Connecticut
$779K +$233K +3,500 +43%
FNBT
410
FineMark National Bank & Trust
Florida
$771K – – –
CWM
411
Chronos Wealth Management
Florida
$766K – – –
LWCFA
412
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$762K – – –
BFS
413
Bard Financial Services
Connecticut
$758K +$758K +11,375 New
BRWA
414
B. Riley Wealth Advisors
Florida
$753K -$288K -4,314 -28%
MIAN
415
Mariner Independent Advisor Network
Kansas
$751K +$38.3K +574 +5%
DCM
416
Donaldson Capital Management
Indiana
$747K -$216K -3,245 -22%
WS
417
Wedbush Securities
California
$741K +$47.5K +712 +7%
PAMP
418
Polar Asset Management Partners
Ontario, Canada
$737K +$737K +11,053 New
BCM
419
Brasada Capital Management
Texas
$736K -$70K -1,050 -9%
CFA
420
Cahill Financial Advisors
Minnesota
$733K +$7.2K +108 +1%
CAM
421
Carret Asset Management
New York
$732K +$46.6K +700 +7%
BPM
422
Bowling Portfolio Management
Ohio
$730K -$92.4K -1,386 -11%
TW
423
TrinityPoint Wealth
Connecticut
$728K +$9.61K +146 +1%
TWI
424
Thomas White International
Illinois
$719K -$382K -5,722 -35%
VWM
425
Venturi Wealth Management
Texas
$716K +$100K +1,501 +16%
15 16
17
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