XEL icon

Xcel Energy
XEL

Overview Fund Activity

817 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 279 increasing their positions, 289 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-23
Holders Change %
-2.74%
% of All Funds
16.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.21%
New
68
Increased
279
Reduced
289
Closed
81
Calls
$37.9M
Puts
$19M
Net Calls
+$18.9M
Net Calls Change
+$8.4M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$761M
2
Capital World Investors
2
Capital World Investors
California
$1.26B
3
BC
3
Brookfield Corp
Ontario, Canada
$170M
4
MAM
4
Magellan Asset Management
Australia
$2.03B
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$241M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$81.2M
3
Victory Capital Management
3
Victory Capital Management
Texas
$255M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.98B
5
BlackRock
5
BlackRock
New York
$2.93B
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$189M +$2.39M +38,204 +1%
Invesco
27
Invesco
Georgia
$172M -$60.7M -971,564 -26%
BC
28
Brookfield Corp
Ontario, Canada
$170M +$170M +2,726,000 New
UBS AM
29
UBS AM
Illinois
$153M -$13.4M -214,346 -8%
Charles Schwab
30
Charles Schwab
California
$150M -$517K -8,276 -0.3%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$150M -$1.65M -26,334 -1%
Bank of America
32
Bank of America
North Carolina
$145M -$25.2M -403,651 -15%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$143M -$5.48M -87,730 -4%
CS
34
Credit Suisse
Switzerland
$120M +$32.5M +519,804 +37%
Cohen & Steers
35
Cohen & Steers
New York
$115M -$21.5M -343,372 -16%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$108M +$27.8M +444,864 +35%
DPIM
37
Duff & Phelps Investment Management
Illinois
$99.7M -$7.48M -119,611 -7%
PPA
38
Parametric Portfolio Associates
Washington
$99.4M +$126K +2,020 +0.1%
Morgan Stanley
39
Morgan Stanley
New York
$95.4M +$2.22M +35,489 +2%
Renaissance Technologies
40
Renaissance Technologies
New York
$81.2M -$181M -2,893,879 -69%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$74.7M -$390K -6,236 -0.5%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$69.2M +$6.5M +104,032 +10%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$63M -$6.25M -100,016 -9%
APG Asset Management
44
APG Asset Management
Netherlands
$61.6M +$3.66M +65,846 +6%
First Trust Advisors
45
First Trust Advisors
Illinois
$61M -$18.4M -294,494 -23%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$61M +$36.8M +586,923 +152%
PAM
47
Panagora Asset Management
Massachusetts
$59.2M -$3.46M -55,289 -6%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$58.6M -$2.95M -47,252 -5%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$58.3M +$392K +6,275 +0.7%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$56.1M +$642K +10,266 +1%
1
2
3 4 5