XEL icon

Xcel Energy
XEL

Overview Fund Activity

790 hedge funds and large institutions have $24B invested in Xcel Energy in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 248 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+7
Holders Change %
+0.89%
% of All Funds
17.19%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
77
Increased
282
Reduced
248
Closed
57
Calls
$6.79M
Puts
$12.1M
Net Calls
-$5.3M
Net Calls Change
-$18.9M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$488M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$130M
3
SI
Scout Investments
Missouri
+$77.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$54.5M
5
CTA
Carillon Tower Advisers
Florida
+$53.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
2
Boston Partners
Boston Partners
Massachusetts
-$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.6M
4
BS
Banco Santander
Spain
-$55.1M
5
ATN
AMF Tjänstepension
Sweden
-$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
476
Voya Financial Advisors
Connecticut
$391K -$60.4K -1,018 -13%
EWM
477
Empirical Wealth Management
Washington
$385K -$5.77K -97 -1%
PFS
478
Prospera Financial Services
Texas
$383K +$383K +6,384 New
AI
479
Accredited Investors
Minnesota
$377K +$18.6K +313 +5%
SS
480
Simplicity Solutions
Minnesota
$376K -$265K -4,460 -41%
GIA
481
GHP Investment Advisors
Colorado
$375K +$893 +15 +0.2%
AL
482
Aspiriant LLC
California
$369K – – –
SC
483
Savant Capital
Illinois
$368K +$536 +9 +0.1%
PAMG
484
Patton Albertson Miller Group
Tennessee
$365K +$365K +5,915 New
WIC
485
Woodmont Investment Counsel
Tennessee
$364K +$29.7K +500 +9%
FIM
486
Freedom Investment Management
Connecticut
$363K +$363K +6,095 New
CWA
487
Clarus Wealth Advisors
Arizona
$362K +$2.38K +40 +0.7%
LS
488
Livforsakringsbolaget Skandia
Sweden
$359K +$89.3K +1,500 +33%
MYLI
489
Meiji Yasuda Life Insurance
Japan
$353K +$353K +5,939 New
DIA
490
Dana Investment Advisors
Wisconsin
$345K -$536 -9 -0.2%
SA
491
SRH Advisors
Kansas
$345K – – –
PCIA
492
Prime Capital Investment Advisors
Kansas
$345K – – –
TIM
493
Thompson Investment Management
Wisconsin
$344K -$13.1K -220 -4%
LOAME
494
Lombard Odier Asset Management (Europe)
United Kingdom
$341K – – –
CCA
495
Checchi Capital Advisers
California
$340K -$774 -13 -0.2%
CCM
496
Cadence Capital Management
Massachusetts
$336K -$74.6K -1,255 -18%
Truist Financial
497
Truist Financial
North Carolina
$336K -$14.2K -238 -4%
HAG
498
HighPoint Advisor Group
Illinois
$336K +$162K +2,664 +93%
ATC
499
Argent Trust Co
Tennessee
$335K +$335K +5,637 New
SBIA
500
Sheaff Brock Investment Advisors
Indiana
$334K +$60 +1 +0%
18 19
20
21 22