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Xcel Energy
XEL

Overview Fund Activity

783 hedge funds and large institutions have $22.3B invested in Xcel Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 277 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+26
Holders Change %
+3.43%
% of All Funds
16.97%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
88
Increased
277
Reduced
256
Closed
56
Calls
$23.7M
Puts
$10.1M
Net Calls
+$13.6M
Net Calls Change
+$10.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$313M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$127M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$75.7M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$59.7M
5
BS
Banco Santander
Spain
+$55.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
2
Ameriprise
Ameriprise
Minnesota
-$105M
3
Franklin Resources
Franklin Resources
California
-$68.4M
4
SI
Scout Investments
Missouri
-$57.5M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
476
GSB Wealth Management
Connecticut
$378K – – –
TAM
477
Tiverton Asset Management
Delaware
$378K +$288K +5,127 +320%
FNBSF
478
First National Bank Sioux Falls
South Dakota
$377K – – –
RTC
479
Riverview Trust Company
Washington
$372K – – –
HIM
480
Harbour Investment Management
Washington
$370K – – –
EWM
481
Empirical Wealth Management
Washington
$370K +$44.6K +792 +14%
GRP
482
Global Retirement Partners
California
$361K -$29.8K -531 -8%
MIH
483
Meitav Investment House
Israel
$361K +$361K +6,432 New
QAM
484
Quantres Asset Management
Cayman Islands
$360K -$253K -4,500 -41%
GIA
485
GHP Investment Advisors
Colorado
$353K +$353K +6,284 New
AL
486
Aspiriant LLC
California
$348K -$1.46K -26 -0.4%
SC
487
Savant Capital
Illinois
$347K – – –
MC
488
Moors & Cabot
Massachusetts
$346K -$69.1K -1,233 -17%
CWA
489
Clarus Wealth Advisors
Arizona
$340K +$2.31K +41 +0.7%
AI
490
Accredited Investors
Minnesota
$338K -$27.7K -493 -8%
TIM
491
Thompson Investment Management
Wisconsin
$337K +$22.2K +395 +7%
KIA
492
KCM Investment Advisors
California
$336K – – –
Truist Financial
493
Truist Financial
North Carolina
$330K +$9.21K +164 +3%
DIA
494
Dana Investment Advisors
Wisconsin
$326K -$33.2K -590 -9%
SA
495
SRH Advisors
Kansas
$326K – – –
PCIA
496
Prime Capital Investment Advisors
Kansas
$326K +$901 +16 +0.3%
Cetera Investment Advisers
497
Cetera Investment Advisers
Illinois
$325K +$1.3K +23 +0.4%
CCA
498
Checchi Capital Advisers
California
$322K -$5.23K -93 -2%
LOAME
499
Lombard Odier Asset Management (Europe)
United Kingdom
$322K – – –
JHP
500
James Hambro & Partners
United Kingdom
$320K – – –
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