XEL icon

Xcel Energy
XEL

Overview Fund Activity

840 hedge funds and large institutions have $24.7B invested in Xcel Energy in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
-6
Holders Change %
-0.71%
% of All Funds
18.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
86
Increased
284
Reduced
305
Closed
82
Calls
$24.1M
Puts
$13.6M
Net Calls
+$10.5M
Net Calls Change
+$741K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$911M
2
Victory Capital Management
Victory Capital Management
Texas
+$230M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$139M
4
BPSG
Brookfield Public Securities Group
New York
+$135M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$83.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$378M
2
Franklin Resources
Franklin Resources
California
-$366M
3
BlackRock
BlackRock
New York
-$160M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
5
American Century Companies
American Century Companies
Missouri
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMBTD
451
First Midwest Bank Trust Division
Illinois
$518K -$86.1K -1,428 -14%
AI
452
Accredited Investors
Minnesota
$511K +$113K +1,867 +28%
OPS
453
Orion Portfolio Solutions
Nebraska
$508K +$19.1K +317 +4%
NAS
454
Nicolet Advisory Services
Wisconsin
$508K +$286K +4,747 +129%
NIM
455
Nicollet Investment Management
Minnesota
$498K -$120K -1,991 -19%
WG
456
Welch Group
Alabama
$497K – – –
UWM
457
USAdvisors Wealth Management
Minnesota
$495K +$40.3K +669 +9%
HWM
458
HighMark Wealth Management
Minnesota
$494K +$602 +10 +0.1%
FRA
459
Front Row Advisors
California
$491K – – –
ECM
460
Everence Capital Management
Indiana
$486K – – –
DC
461
Davenport & Co
Virginia
$483K +$4.77K +79 +1%
CI
462
Conning Inc
Connecticut
$481K -$10K -166 -2%
CC
463
Cipher Capital
New York
$470K +$470K +7,796 New
FT
464
Fiduciary Trust
Massachusetts
$467K -$23.2K -385 -5%
3C
465
361 Capital
Colorado
$458K -$362 -6 -0.1%
BB
466
Bell Bank
North Dakota
$458K – – –
IWS
467
Insight Wealth Strategies
California
$454K +$29.5K +489 +7%
CTB
468
Country Trust Bank
Illinois
$451K +$430K +7,134 +2,038%
HCM
469
HMS Capital Management
Tennessee
$449K -$657K -10,880 -59%
MERSOM
470
Municipal Employees' Retirement System of Michigan
Michigan
$448K – – –
WT
471
Whittier Trust
California
$447K -$19.1K -316 -4%
ISL
472
Ingalls & Snyder LLC
New York
$447K – – –
WCM
473
Windsor Capital Management
Arizona
$444K +$2.11K +35 +0.5%
GG
474
Gofen & Glossberg
Illinois
$443K – – –
EP
475
Eudaimonia Partners
Tennessee
$431K – – –
17 18
19
20 21