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Xcel Energy
XEL

Overview Fund Activity

846 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+42
Holders Change %
+5.22%
% of All Funds
16.71%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
113
Increased
292
Reduced
268
Closed
57
Calls
$19.7M
Puts
$10M
Net Calls
+$9.74M
Net Calls Change
+$2.54M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$1.97B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
4
State Street
State Street
Massachusetts
$1.82B
5
CVA
Ceredex Value Advisors
Florida
$69.7M

Top Sellers

1
Invesco
Invesco
Georgia
$247M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$22.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$50.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$235M
5
WG
Winton Group
United Kingdom
$8.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
426
Cubist Systematic Strategies
Connecticut
$591K -$8.9M -140,186 -94%
BIA
427
Bigelow Investment Advisors
Maine
$588K +$3.05K +48 +0.5%
DIM
428
DC Investments Management
Virginia
$586K -$38.9K -613 -6%
6M
429
6 Meridian
Kansas
$585K +$22.6K +356 +4%
EWM
430
Empirical Wealth Management
Washington
$580K +$104K +1,635 +22%
GIM
431
Goelzer Investment Management
Indiana
$559K – – –
OC
432
Oarsman Capital
Wisconsin
$551K – – –
CCM
433
Coldstream Capital Management
Washington
$550K +$16.7K +263 +3%
KFA
434
Krane Funds Advisors
New York
$546K +$29.5K +464 +6%
Nomura Holdings
435
Nomura Holdings
Japan
$541K +$541K +8,519 New
WS
436
Wedbush Securities
California
$535K -$11.9K -188 -2%
AI
437
Atria Investments
North Carolina
$529K +$296K +4,664 +127%
WG
438
Welch Group
Alabama
$523K – – –
HWM
439
HighMark Wealth Management
Minnesota
$520K +$520K +8,192 New
MC
440
Moors & Cabot
Massachusetts
$518K -$32.6K -513 -6%
FT
441
Fiduciary Trust
Massachusetts
$517K -$67K -1,054 -11%
CI
442
Conning Inc
Connecticut
$517K -$11.4K -180 -2%
AW
443
ACG Wealth
Georgia
$516K – – –
HIS
444
Horizon Investment Services
Indiana
$515K -$54K -851 -9%
OPS
445
Orion Portfolio Solutions
Nebraska
$515K +$515K +8,112 New
DCM
446
Donaldson Capital Management
Indiana
$515K +$515K +8,113 New
ECM
447
Everence Capital Management
Indiana
$512K -$510K -8,037 -50%
DC
448
Davenport & Co
Virginia
$503K +$317 +5 +0.1%
Qube Research & Technologies (QRT)
449
Qube Research & Technologies (QRT)
United Kingdom
$500K +$129K +2,038 +35%
DTL
450
Dynamic Technology Lab
Singapore
$500K +$500K +7,872 New
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