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Xcel Energy
XEL

Overview Fund Activity

804 hedge funds and large institutions have $26.3B invested in Xcel Energy in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 273 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+14
Holders Change %
+1.77%
% of All Funds
17.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
76
Increased
274
Reduced
273
Closed
59
Calls
$23.5M
Puts
$16.3M
Net Calls
+$7.2M
Net Calls Change
+$12.5M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$727M
2
BlackRock
BlackRock
New York
+$254M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$82.3M
4
State Street
State Street
Massachusetts
+$46.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$32.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$368M
2
SI
Scout Investments
Missouri
-$115M
3
Bank of America
Bank of America
North Carolina
-$89.7M
4
CTA
Carillon Tower Advisers
Florida
-$78.7M
5
BC
Brookfield Corp
Ontario, Canada
-$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
451
Front Row Advisors
California
$504K – – –
NB
452
Nicolet Bankshares
Wisconsin
$501K +$10.6K +164 +2%
EWM
453
Empirical Wealth Management
Washington
$487K +$66.5K +1,025 +16%
ISL
454
Ingalls & Snyder LLC
New York
$481K +$3.37K +52 +0.7%
GG
455
Gofen & Glossberg
Illinois
$476K – – –
GT
456
Greenleaf Trust
Michigan
$475K +$5.39K +83 +1%
DC
457
Davenport & Co
Virginia
$471K – – –
Group One Trading
458
Group One Trading
Illinois
$471K +$345K +5,313 +274%
MERSOM
459
Municipal Employees' Retirement System of Michigan
Michigan
$469K +$6.5K +100 +1%
CAM
460
Centre Asset Management
New York
$465K +$465K +7,163 New
AG
461
AlphaSimPlex Group
Massachusetts
$463K -$195K -3,001 -30%
BSW
462
Buckingham Strategic Wealth
Missouri
$458K -$72.8K -1,123 -14%
VWM
463
Venturi Wealth Management
Texas
$458K +$11.6K +179 +3%
WCM
464
Windsor Capital Management
Arizona
$449K +$2.66K +41 +0.6%
WA
465
Wambolt & Associates
Colorado
$448K – – –
PAMG
466
Patton Albertson Miller Group
Tennessee
$445K +$61.6K +950 +16%
LWAC
467
Laurel Wealth Advisors (California)
California
$440K +$204K +3,147 +87%
BRWA
468
B. Riley Wealth Advisors
Florida
$439K -$1.82K -28 -0.4%
RCAG
469
Rehmann Capital Advisory Group
Michigan
$436K +$176K +2,716 +68%
FNBSF
470
First National Bank Sioux Falls
South Dakota
$435K – – –
VFA
471
Voya Financial Advisors
Connecticut
$432K +$458 +7 +0.1%
ATC
472
Argent Trust Co
Tennessee
$431K +$64.9K +1,000 +18%
PIA
473
Pinion Investment Advisors
Kansas
$428K -$172K -2,645 -29%
RTC
474
Riverview Trust Company
Washington
$428K -$1.49K -23 -0.3%
VI
475
Versor Investments
New York
$428K +$169K +2,600 +65%
17 18
19
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