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Xcel Energy
XEL

Overview Fund Activity

817 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 279 increasing their positions, 289 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-23
Holders Change %
-2.74%
% of All Funds
16.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.21%
New
68
Increased
279
Reduced
289
Closed
81
Calls
$37.9M
Puts
$19M
Net Calls
+$18.9M
Net Calls Change
+$8.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$761M
2
Capital World Investors
Capital World Investors
California
+$317M
3
BC
Brookfield Corp
Ontario, Canada
+$170M
4
MAM
Magellan Asset Management
Australia
+$135M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$53.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$272M
2
Renaissance Technologies
Renaissance Technologies
New York
-$181M
3
Victory Capital Management
Victory Capital Management
Texas
-$180M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$136M
5
BlackRock
BlackRock
New York
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
426
Cetera Advisors
Colorado
$615K -$118K -1,884 -16%
BNP Paribas Asset Management
427
BNP Paribas Asset Management
France
$611K -$163K -2,605 -21%
SCA
428
Stonebridge Capital Advisors
Minnesota
$605K -$6.44K -103 -1%
UB
429
UMB Bank
Missouri
$601K +$209K +3,334 +53%
WF
430
Welch & Forbes
Massachusetts
$593K +$593K +9,485 New
SFG
431
SNS Financial Group
Minnesota
$589K -$4.19K -67 -0.7%
PCIA
432
Prime Capital Investment Advisors
Kansas
$575K +$197K +3,158 +52%
BIA
433
Bigelow Investment Advisors
Maine
$566K -$18.3K -293 -3%
AFS
434
Access Financial Services
Minnesota
$562K +$250 +4 +0%
CCM
435
Coldstream Capital Management
Washington
$558K -$7.56K -121 -1%
BA
436
Bridgewater Associates
Connecticut
$554K -$374K -5,980 -40%
PFS
437
Prospera Financial Services
Texas
$552K +$4.44K +71 +0.8%
OAM
438
Optimal Asset Management
California
$552K +$552K +8,827 New
FMBTD
439
First Midwest Bank Trust Division
Illinois
$547K +$10K +160 +2%
GIM
440
Goelzer Investment Management
Indiana
$542K -$7.81K -125 -1%
OC
441
Oarsman Capital
Wisconsin
$542K +$542K +8,672 New
GVAG
442
Great Valley Advisor Group
Delaware
$541K +$128K +2,041 +31%
DZ Bank
443
DZ Bank
Germany
$541K +$291K +4,664 +117%
CG
444
Colony Group
Massachusetts
$527K -$55.9K -894 -10%
ISL
445
Ingalls & Snyder LLC
New York
$526K +$62.5K +1,000 +13%
ECM
446
Everence Capital Management
Indiana
$524K – – –
VWM
447
Venturi Wealth Management
Texas
$517K +$517K +8,276 New
NIM
448
Nicollet Investment Management
Minnesota
$516K – – –
WG
449
Welch Group
Alabama
$515K – – –
HWM
450
HighMark Wealth Management
Minnesota
$513K +$125 +2 +0%
16 17
18
19 20