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Xcel Energy
XEL

Overview Fund Activity

840 hedge funds and large institutions have $24.7B invested in Xcel Energy in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
-6
Holders Change %
-0.71%
% of All Funds
18.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
86
Increased
284
Reduced
305
Closed
82
Calls
$24.1M
Puts
$13.6M
Net Calls
+$10.5M
Net Calls Change
+$741K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$911M
2
Victory Capital Management
Victory Capital Management
Texas
+$230M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$139M
4
BPSG
Brookfield Public Securities Group
New York
+$135M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$83.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$378M
2
Franklin Resources
Franklin Resources
California
-$366M
3
BlackRock
BlackRock
New York
-$160M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
5
American Century Companies
American Century Companies
Missouri
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
426
Mosaic Family Wealth
Missouri
$634K – – –
FNBTCON
427
First National Bank & Trust Co of Newtown
Pennsylvania
$624K – – –
BIM
428
Beach Investment Management
Pennsylvania
$624K +$624K +10,348 New
CAM
429
Carret Asset Management
New York
$620K -$259K -4,300 -29%
DIM
430
DC Investments Management
Virginia
$613K +$57K +946 +10%
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$612K -$7.29K -121 -1%
GBBWRPM
432
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$604K – – –
PIA
433
Piedmont Investment Advisors
North Carolina
$604K +$10.7K +177 +2%
VIA
434
Vident Investment Advisory
Georgia
$591K -$33.6K -557 -5%
SCA
435
Stonebridge Capital Advisors
Minnesota
$590K -$18.6K -308 -3%
CTC
436
Central Trust Company
Missouri
$582K -$33.2K -550 -5%
AI
437
Atria Investments
North Carolina
$580K +$78.2K +1,297 +16%
OAM
438
Oppenheimer Asset Management
New York
$574K -$14.4K -239 -2%
SFG
439
SNS Financial Group
Minnesota
$572K -$50.2K -833 -8%
BIA
440
Bigelow Investment Advisors
Maine
$563K +$4.76K +79 +0.9%
LP
441
LMR Partners
United Kingdom
$563K +$240K +3,841 +74%
CG
442
Colony Group
Massachusetts
$562K -$233K -3,857 -29%
WS
443
Wedbush Securities
California
$554K +$46K +763 +9%
6M
444
6 Meridian
Kansas
$553K -$2.9K -48 -0.5%
OMC
445
Old Mission Capital
Illinois
$548K +$548K +9,081 New
CCM
446
Coldstream Capital Management
Washington
$546K +$22.9K +380 +4%
AFS
447
Access Financial Services
Minnesota
$542K -$191K -3,164 -26%
CG
448
Cutler Group
California
$536K +$304K +5,051 +131%
GIM
449
Goelzer Investment Management
Indiana
$531K – – –
PFS
450
Prospera Financial Services
Texas
$528K -$78.3K -1,300 -13%
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