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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 %
Capital Research Global Investors
26
Capital Research Global Investors
California
$203M +$1.99K +33 +0%
Mitsubishi UFJ Trust & Banking
27
Mitsubishi UFJ Trust & Banking
Japan
$180M +$139M +2,307,451 +337%
Principal Financial Group
28
Principal Financial Group
Iowa
$180M -$3.68M -61,057 -2%
Bank of America
29
Bank of America
North Carolina
$165M +$1.03M +17,052 +0.6%
UBS AM
30
UBS AM
Illinois
$160M +$15.2M +252,721 +11%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$146M +$9.41M +156,017 +7%
Charles Schwab
32
Charles Schwab
California
$145M +$1.69M +28,024 +1%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$143M +$8.14M +134,994 +6%
BPSG
34
Brookfield Public Securities Group
New York
$143M +$135M +2,246,104 +1,880%
Cohen & Steers
35
Cohen & Steers
New York
$132M +$5.36M +88,810 +4%
DPIM
36
Duff & Phelps Investment Management
Illinois
$103M -$5.07M -84,125 -5%
PPA
37
Parametric Portfolio Associates
Washington
$95.8M +$6.25M +103,611 +7%
Morgan Stanley
38
Morgan Stanley
New York
$89.9M +$3.19M +52,847 +4%
CS
39
Credit Suisse
Switzerland
$84.5M +$22.3M +370,513 +36%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$77.6M -$37.7M -625,163 -33%
First Trust Advisors
41
First Trust Advisors
Illinois
$76.6M +$157K +2,600 +0.2%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$72.5M -$1.69M -28,008 -2%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$66.8M +$271K +4,500 +0.4%
APG Asset Management
44
APG Asset Management
Netherlands
$62.7M +$40.9M +678,675 +188%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$61.2M +$6.75M +110,714 +12%
PAM
46
Panagora Asset Management
Massachusetts
$60.5M -$4.58M -75,990 -7%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59.4M +$2.36M +39,219 +4%
Deutsche Bank
48
Deutsche Bank
Germany
$58.8M +$649K +10,756 +1%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$55.8M +$2.68M +44,436 +5%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$53.6M +$5.35M +88,711 +11%
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