XEL icon

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
1
Magellan Asset Management
Australia
$1.49B
2
BlackRock
2
BlackRock
New York
$3.39B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$923M
4
State Street
4
State Street
Massachusetts
$1.76B
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$351M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$162M
2
SI
2
Scout Investments
Missouri
$12.9M
3
Bank of America
3
Bank of America
North Carolina
$229M
4
CTA
4
Carillon Tower Advisers
Florida
$8.85M
5
BC
5
Brookfield Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$200M -$13.8K -213 -0%
Swiss National Bank
27
Swiss National Bank
Switzerland
$187M -$2.8M -43,068 -1%
UBS AM
28
UBS AM
Illinois
$169M +$3.18M +49,079 +2%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$162M -$368M -5,668,008 -69%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$152M -$26.4M -406,496 -15%
Charles Schwab
31
Charles Schwab
California
$152M +$2.74M +42,234 +2%
Barrow, Hanley, Mewhinney & Strauss
32
Barrow, Hanley, Mewhinney & Strauss
Texas
$150M -$31.5M -485,976 -17%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$146M -$19M -292,707 -12%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$145M +$230K +3,543 +0.2%
Cohen & Steers
35
Cohen & Steers
New York
$127M +$2.77M +42,647 +2%
DPIM
36
Duff & Phelps Investment Management
Illinois
$114M -$2.2M -33,936 -2%
PPA
37
Parametric Portfolio Associates
Washington
$95M -$2.3M -35,379 -2%
WG
38
Winton Group
United Kingdom
$84.7M +$25.3M +390,469 +43%
Morgan Stanley
39
Morgan Stanley
New York
$84.5M +$1.53M +23,507 +2%
First Trust Advisors
40
First Trust Advisors
Illinois
$83.2M -$3.28M -50,563 -4%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$80.3M -$7.12M -109,697 -8%
PAM
42
Panagora Asset Management
Massachusetts
$80.1M -$1.28M -19,673 -2%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$80M -$406K -6,261 -0.5%
RCAMU
44
Rothschild & Co Asset Management US
Connecticut
$69.2M -$6.16M -94,898 -8%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$68.9M +$6.76M +104,130 +11%
EIP
46
Energy Income Partners
Connecticut
$67.9M +$5.77M +88,932 +9%
Deutsche Bank
47
Deutsche Bank
Germany
$67.6M -$98.9K -1,524 -0.1%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66.2M +$5.77M +88,292 +10%
AQR Capital Management
49
AQR Capital Management
Connecticut
$62.9M -$8.56M -131,943 -12%
Jennison Associates
50
Jennison Associates
New York
$60.3M – – –
1
2
3 4 5