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Xcel Energy
XEL

Overview Fund Activity

885 hedge funds and large institutions have $26.9B invested in Xcel Energy in 2020 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 299 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
+43
Holders Change %
+5.11%
% of All Funds
15.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
136
Increased
299
Reduced
276
Closed
81
Calls
$80.9M
Puts
$16.4M
Net Calls
+$64.5M
Net Calls Change
+$41.1M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$77.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$58.9M
3
Wells Fargo
Wells Fargo
California
+$52.3M
4
APG Asset Management
APG Asset Management
Netherlands
+$50.8M
5
Capital International Investors
Capital International Investors
California
+$42.2M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$138M
2
Citadel Advisors
Citadel Advisors
Florida
-$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$70.8M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$61.3M
5
American Century Companies
American Century Companies
Missouri
-$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
426
KLCM Advisors
Wisconsin
$713K – – –
OBGC
427
O'Brien Greene & Co
Pennsylvania
$704K – – –
MFW
428
Mosaic Family Wealth
Missouri
$701K – – –
LMAM
429
Legg Mason Asset Management
Japan
$695K +$695K +10,417 New
FNBTCON
430
First National Bank & Trust Co of Newtown
Pennsylvania
$687K – – –
V
431
Veritable
Delaware
$683K -$526K -7,888 -44%
CA
432
Cetera Advisors
Colorado
$676K +$34.8K +522 +5%
GBBWRPM
433
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$667K – – –
SCA
434
Stonebridge Capital Advisors
Minnesota
$662K +$16.7K +250 +3%
IMRF
435
Illinois Municipal Retirement Fund
Illinois
$656K +$10.7K +161 +2%
ANB
436
Amarillo National Bank
Texas
$650K -$1.67K -25 -0.3%
TWM
437
Tradition Wealth Management
Minnesota
$649K +$649K +9,727 New
OAM
438
Oppenheimer Asset Management
New York
$647K -$14.1K -211 -2%
FMII
439
Farmers & Merchants Investments Inc
Nebraska
$646K -$5.47K -82 -0.8%
BFG
440
Berger Financial Group
Minnesota
$646K +$646K +9,696 New
CTC
441
Central Trust Company
Missouri
$644K -$1.27K -19 -0.2%
FMBTD
442
First Midwest Bank Trust Division
Illinois
$638K -$16.3K -245 -2%
EWM
443
Empirical Wealth Management
Washington
$636K -$193K -2,902 -23%
HT
444
Heritage Trust
Oklahoma
$631K +$266K +3,991 +73%
WF
445
Welch & Forbes
Massachusetts
$626K – – –
CCM
446
Coldstream Capital Management
Washington
$621K +$29.4K +440 +5%
BHWM
447
Bar Harbor Wealth Management
New Hampshire
$618K – – –
ECM
448
Everence Capital Management
Indiana
$606K -$295K -4,420 -33%
FCFC
449
First Commonwealth Financial Corp
Pennsylvania
$599K -$15.6K -234 -3%
AFS
450
Access Financial Services
Minnesota
$593K -$6.81K -102 -1%
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