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Xcel Energy
XEL

Overview Fund Activity

757 hedge funds and large institutions have $19.2B invested in Xcel Energy in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 254 increasing their positions, 240 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+62
Holders Change %
+8.92%
% of All Funds
16.89%
Holding in Top 10
14
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+180%
% of All Funds
0.31%
New
123
Increased
254
Reduced
240
Closed
56
Calls
$5.92M
Puts
$2.8M
Net Calls
+$3.12M
Net Calls Change
-$11.3M

Top Buyers

1
Invesco
Invesco
Georgia
+$227M
2
BlackRock
BlackRock
New York
+$150M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$86.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$84.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$81.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60.8M
4
CVA
Ceredex Value Advisors
Florida
-$55.1M
5
Ameriprise
Ameriprise
Minnesota
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
476
WESPAC Advisors
California
$339K +$339K +6,873 New
BRWA
477
B. Riley Wealth Advisors
Florida
$335K +$4.69K +95 +1%
WCM
478
Windsor Capital Management
Arizona
$334K -$41.6K -846 -11%
GWM
479
GSB Wealth Management
Connecticut
$332K – – –
TFA
480
Transamerica Financial Advisors
Florida
$331K -$56.3K -1,141 -15%
FNBSF
481
First National Bank Sioux Falls
South Dakota
$330K – – –
DCM
482
Dupont Capital Management
Delaware
$330K +$63.8K +1,296 +24%
FQ
483
First Quadrant
California
$328K -$5.69M -115,459 -95%
RTC
484
Riverview Trust Company
Washington
$326K +$326K +6,616 New
HIM
485
Harbour Investment Management
Washington
$324K +$21.4K +435 +7%
AI
486
Accredited Investors
Minnesota
$321K -$1.58K -32 -0.5%
KACA
487
Kayne Anderson Capital Advisors
California
$320K -$63.8K -1,300 -17%
GT
488
Glenview Trust
Kentucky
$316K +$69.2K +1,402 +28%
DIA
489
Dana Investment Advisors
Wisconsin
$315K -$25.1K -510 -7%
AL
490
Aspiriant LLC
California
$306K +$306K +6,223 New
Jones Financial Companies
491
Jones Financial Companies
Missouri
$305K -$35.2K -714 -10%
I
492
IberiaBank
Louisiana
$304K -$938 -19 -0.3%
SC
493
Savant Capital
Illinois
$304K +$55.9K +1,135 +23%
CWA
494
Clarus Wealth Advisors
Arizona
$296K -$345 -7 -0.1%
KIA
495
KCM Investment Advisors
California
$294K +$30.3K +615 +11%
M
496
MOTCO
Texas
$292K – – –
NIT
497
NumerixS Investment Technologies
British Columbia, Canada
$291K -$898K -18,241 -76%
SBIA
498
Sheaff Brock Investment Advisors
Indiana
$288K +$148 +3 +0.1%
FA
499
FDx Advisors
Illinois
$287K -$219K -4,445 -43%
CCA
500
Checchi Capital Advisers
California
$287K -$3.46K -70 -1%
18 19
20
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