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Xcel Energy
XEL

Overview Fund Activity

613 hedge funds and large institutions have $16.1B invested in Xcel Energy in 2016 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 233 increasing their positions, 193 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+32
Holders Change %
+5.51%
% of All Funds
16.38%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
71
Increased
233
Reduced
193
Closed
30
Calls
$9.69M
Puts
$15M
Net Calls
-$5.26M
Net Calls Change
-$6.86M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$295M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.33B
3
BFA
3
BlackRock Fund Advisors
California
$722M
4
JHIU
4
Janus Henderson Investors US
Colorado
$120M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.47B

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$858K
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$7.56M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$364M
4
Franklin Resources
4
Franklin Resources
California
$577M
5
Goldman Sachs
5
Goldman Sachs
New York
$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
476
KCM Investment Advisors
California
$245K – – –
WTC
477
WhitTier Trust Company
Nevada
$240K +$26K +580 +12%
GVT
478
Genesee Valley Trust
New York
$238K +$5.68K +127 +2%
WAS
479
Winch Advisory Services
Wisconsin
$237K -$29.4K -655 -11%
FIM
480
Freedom Investment Management
Connecticut
$236K +$236K +5,281 New
FCI
481
Financial Counselors Inc
Kansas
$234K +$13.8K +309 +6%
GIA
482
GHP Investment Advisors
Colorado
$227K -$15K -334 -6%
HL
483
HeadInvest LLC
Maine
$227K – – –
FMWA
484
Forvis Mazars Wealth Advisors
Missouri
$223K +$6.85K +153 +3%
NB
485
Nicolet Bankshares
Wisconsin
$220K -$11.2K -250 -5%
WJA
486
Williams Jones & Associates
New York
$219K – – –
CPIG
487
Chicago Partners Investment Group
Illinois
$219K +$358 +8 +0.2%
HPC
488
HM Payson & Co
Maine
$213K -$13.4K -300 -6%
SWM
489
SVA Wealth Management
Wisconsin
$213K -$7.72K -172 -3%
GLA
490
Great Lakes Advisors
Illinois
$213K +$213K +4,764 New
RJT
491
Raymond James Trust
Florida
$210K +$210K +4,704 New
BFS
492
Bradley Foster & Sargent
Connecticut
$209K -$8.97K -200 -4%
FNBSF
493
First National Bank Sioux Falls
South Dakota
$209K – – –
OWM
494
Orgel Wealth Management
Wisconsin
$206K +$206K +4,611 New
SCM
495
Sterling Capital Management
North Carolina
$202K +$202K +4,522 New
CBT
496
Central Bank & Trust
Kentucky
$200K -$25K -558 -11%
GXMC
497
Global X Management Company
New York
$198K +$93K +2,078 +89%
FMII
498
Farmers & Merchants Investments Inc
Nebraska
$184K – – –
TWA
499
TCI Wealth Advisors
Arizona
$183K – – –
FANJ
500
Financial Architects (New Jersey)
New Jersey
$176K +$50K +1,116 +40%
18 19
20
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