XEL icon

Xcel Energy
XEL

Overview Fund Activity

790 hedge funds and large institutions have $24B invested in Xcel Energy in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 248 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+7
Holders Change %
+0.89%
% of All Funds
17.19%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
77
Increased
282
Reduced
248
Closed
57
Calls
$6.79M
Puts
$12.1M
Net Calls
-$5.3M
Net Calls Change
-$18.9M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$488M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$130M
3
SI
Scout Investments
Missouri
+$77.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$54.5M
5
CTA
Carillon Tower Advisers
Florida
+$53.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
2
Boston Partners
Boston Partners
Massachusetts
-$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.6M
4
BS
Banco Santander
Spain
-$55.1M
5
ATN
AMF Tjänstepension
Sweden
-$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
451
Davenport & Co
Virginia
$471K -$36.1K -607 -7%
VLKIM
452
Van Lanschot Kempen Investment Management
Netherlands
$466K +$176K +2,956 +61%
FRA
453
Front Row Advisors
California
$463K – – –
QT
454
Quantamental Technologies
New York
$463K +$463K +7,791 New
CC
455
ClearArc Capital
Ohio
$457K -$54.4K -914 -11%
PIA
456
Piedmont Investment Advisors
North Carolina
$455K -$39.3K -660 -8%
BB
457
Bell Bank
North Dakota
$452K – – –
NB
458
Nicolet Bankshares
Wisconsin
$450K +$2.44K +41 +0.5%
MC
459
Moors & Cabot
Massachusetts
$450K +$80.7K +1,349 +22%
SXL
460
Summit X LLC
Missouri
$444K +$4.45K +75 +1%
ISL
461
Ingalls & Snyder LLC
New York
$438K – – –
GG
462
Gofen & Glossberg
Illinois
$437K – – –
GT
463
Greenleaf Trust
Michigan
$431K +$11.8K +198 +3%
MERSOM
464
Municipal Employees' Retirement System of Michigan
Michigan
$424K -$1.4M -23,530 -77%
WA
465
Wambolt & Associates
Colorado
$411K -$1.09M -18,254 -73%
VWM
466
Venturi Wealth Management
Texas
$409K -$12.8K -216 -3%
WCM
467
Windsor Capital Management
Arizona
$409K +$2.68K +45 +0.7%
CCM
468
Crabel Capital Management
California
$406K +$140K +2,361 +53%
SC
469
Sawyer & Company
Massachusetts
$405K -$8.91K -150 -2%
BRWA
470
B. Riley Wealth Advisors
Florida
$405K -$2.33K -39 -0.6%
RJT
471
Raymond James Trust
Florida
$401K -$27.9K -469 -7%
FNBSF
472
First National Bank Sioux Falls
South Dakota
$399K – – –
RTC
473
Riverview Trust Company
Washington
$394K – – –
HIM
474
Harbour Investment Management
Washington
$392K – – –
GRP
475
Global Retirement Partners
California
$392K +$10.1K +170 +3%
17 18
19
20 21