XEL icon

Xcel Energy
XEL

Overview Fund Activity

757 hedge funds and large institutions have $19.2B invested in Xcel Energy in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 254 increasing their positions, 240 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+62
Holders Change %
+8.92%
% of All Funds
16.89%
Holding in Top 10
14
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+180%
% of All Funds
0.31%
New
123
Increased
254
Reduced
240
Closed
56
Calls
$5.92M
Puts
$2.8M
Net Calls
+$3.12M
Net Calls Change
-$11.3M

Top Buyers

1
Invesco
Invesco
Georgia
+$227M
2
BlackRock
BlackRock
New York
+$150M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$86.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$84.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$81.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60.8M
4
CVA
Ceredex Value Advisors
Florida
-$55.1M
5
Ameriprise
Ameriprise
Minnesota
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VEA
426
Virtus ETF Advisers
New York
$479K +$15.8K +321 +3%
JPMPWA
427
J.P. Morgan Private Wealth Advisors
California
$473K -$102K -2,064 -18%
OAM
428
Oppenheimer Asset Management
New York
$473K +$3.25K +66 +0.7%
AIM
429
Axiom Investment Management
New York
$472K +$472K +9,574 New
IA
430
IFP Advisors
Florida
$469K -$32.7K -663 -7%
AFS
431
Access Financial Services
Minnesota
$462K +$247 +5 +0.1%
BHWM
432
Bar Harbor Wealth Management
New Hampshire
$460K – – –
WS
433
Wedbush Securities
California
$456K -$30.9K -626 -6%
WHRC
434
W.H. Reaves & Co
New Jersey
$446K – – –
EHC
435
Everett Harris & Co
California
$439K – – –
NB
436
Nicolet Bankshares
Wisconsin
$437K -$7.64K -155 -2%
CC
437
ClearArc Capital
Ohio
$435K -$215K -4,353 -33%
GIM
438
Goelzer Investment Management
Indiana
$434K – – –
SFG
439
SNS Financial Group
Minnesota
$432K +$103K +2,082 +31%
WT
440
Whittier Trust
California
$429K +$8.28K +168 +2%
OC
441
Oarsman Capital
Wisconsin
$427K – – –
DC
442
Davenport & Co
Virginia
$425K -$2.96K -60 -0.7%
SGCA
443
Steel Grove Capital Advisors
Tennessee
$421K -$24.8K -500 -6%
CCM
444
Coldstream Capital Management
Washington
$415K +$13.7K +279 +3%
LNWWM
445
Laird Norton Wetherby Wealth Management
California
$412K +$5.71K +116 +1%
DADC
446
D.A. Davidson & Co
Montana
$408K +$30.8K +625 +8%
NIM
447
NuWave Investment Management
New Jersey
$408K +$396K +8,036 +3,280%
WG
448
Welch Group
Alabama
$406K – – –
Fifth Third Bancorp
449
Fifth Third Bancorp
Ohio
$405K +$26K +527 +7%
SRAM
450
Stone Ridge Asset Management
New York
$404K +$43.8K +889 +12%
16 17
18
19 20