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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 %
OC
451
Oarsman Capital
Wisconsin
$578K – – –
BB
452
Bell Bank
North Dakota
$573K -$11K -165 -2%
BIA
453
Bigelow Investment Advisors
Maine
$570K +$8.99K +135 +2%
FF
454
FourThought Financial
Florida
$566K +$566K +8,494 New
SP
455
Symmetry Partners
Connecticut
$560K +$1.13K +17 +0.2%
WT
456
Whittier Trust
California
$559K +$64.8K +972 +13%
SS
457
Simplicity Solutions
Minnesota
$558K +$24.3K +364 +5%
OPS
458
Orion Portfolio Solutions
Nebraska
$557K +$16.5K +248 +3%
WIA
459
Wealthstreet Investment Advisors
Texas
$556K +$28K +420 +5%
MC
460
Moors & Cabot
Massachusetts
$553K +$61K +911 +12%
HWM
461
HighMark Wealth Management
Minnesota
$551K +$133 +2 +0%
TPCW
462
TD Private Client Wealth
New York
$550K -$451K -6,758 -45%
WG
463
Welch Group
Alabama
$549K – – –
BSW
464
Buckingham Strategic Wealth
Missouri
$548K +$87.1K +1,306 +19%
SFS
465
Sowell Financial Services
Arkansas
$545K +$42K +629 +8%
CAGAS
466
Capital Advisory Group Advisory Services
Minnesota
$540K +$31.2K +468 +6%
MSRPS
467
Maryland State Retirement & Pension System
Maryland
$540K +$540K +8,500 New
GIM
468
Goelzer Investment Management
Indiana
$530K -$21.7K -325 -4%
AAS
469
Avantax Advisory Services
Texas
$529K -$745K -11,205 -58%
Fisher Asset Management
470
Fisher Asset Management
Washington
$525K +$525K +7,872 New
CI
471
Conning Inc
Connecticut
$522K -$7.94K -119 -1%
SC
472
Savant Capital
Illinois
$519K -$12.5K -188 -2%
FRA
473
Front Row Advisors
California
$518K – – –
HAG
474
HighPoint Advisor Group
Illinois
$516K +$134K +2,157 +35%
BFS
475
Bradley Foster & Sargent
Connecticut
$515K +$150K +2,250 +41%
17 18
19
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