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Xcel Energy
XEL

Overview Fund Activity

842 hedge funds and large institutions have $28B invested in Xcel Energy in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 259 increasing their positions, 298 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+25
Holders Change %
+3.06%
% of All Funds
17.03%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
96
Increased
259
Reduced
298
Closed
64
Calls
$33.7M
Puts
$10.3M
Net Calls
+$23.4M
Net Calls Change
+$4.55M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$536M
2
Wells Fargo
Wells Fargo
California
$415M
3
Citadel Advisors
Citadel Advisors
Florida
$131M
4
Capital International Investors
Capital International Investors
California
$897M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$64.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$95.3M
2
Renaissance Technologies
Renaissance Technologies
New York
$15.5M
3
CS
Credit Suisse
Switzerland
$72.7M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$338M
5
State Street
State Street
Massachusetts
$1.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
IMRF
426
Illinois Municipal Retirement Fund
Illinois
$668K +$668K +9,680 New
CA
427
Cetera Advisors
Colorado
$664K -$14.8K -214 -2%
WF
428
Welch & Forbes
Massachusetts
$648K -$6.14K -89 -0.9%
BHWM
429
Bar Harbor Wealth Management
New Hampshire
$639K -$253K -3,670 -28%
VWM
430
Venturi Wealth Management
Texas
$638K +$66.7K +967 +12%
FCFC
431
First Commonwealth Financial Corp
Pennsylvania
$636K -$413K -5,986 -39%
WIP
432
Wellesley Investment Partners
Massachusetts
$629K -$107K -1,553 -15%
AFS
433
Access Financial Services
Minnesota
$620K +$276 +4 +0%
CCM
434
Coldstream Capital Management
Washington
$612K -$4.42K -64 -0.7%
BB
435
Bell Bank
North Dakota
$604K +$80.3K +1,165 +15%
UB
436
UMB Bank
Missouri
$601K – – –
OC
437
Oarsman Capital
Wisconsin
$598K – – –
SFG
438
SNS Financial Group
Minnesota
$596K -$53.8K -781 -8%
BIA
439
Bigelow Investment Advisors
Maine
$581K -$43.5K -630 -7%
SP
440
Symmetry Partners
Connecticut
$579K +$579K +8,384 New
GIM
441
Goelzer Investment Management
Indiana
$571K -$27.6K -400 -5%
HWM
442
HighMark Wealth Management
Minnesota
$570K +$3.93K +57 +0.7%
WG
443
Welch Group
Alabama
$569K – – –
FIM
444
Freedom Investment Management
Connecticut
$565K +$32.1K +465 +6%
OPS
445
Orion Portfolio Solutions
Nebraska
$559K +$18.9K +274 +3%
IF
446
Intrua Financial
Texas
$555K -$294K -3,968 -35%
SS
447
Simplicity Solutions
Minnesota
$553K +$82.3K +1,191 +17%
SC
448
Savant Capital
Illinois
$550K -$1.24K -18 -0.2%
CI
449
Conning Inc
Connecticut
$548K +$8.97K +130 +2%
WIA
450
Wealthstreet Investment Advisors
Texas
$546K +$103K +1,500 +23%
16 17
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