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Xcel Energy
XEL

Overview Fund Activity

846 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+42
Holders Change %
+5.22%
% of All Funds
16.71%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
113
Increased
292
Reduced
268
Closed
57
Calls
$19.7M
Puts
$10M
Net Calls
+$9.74M
Net Calls Change
+$2.54M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$1.97B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
4
State Street
State Street
Massachusetts
$1.82B
5
CVA
Ceredex Value Advisors
Florida
$69.7M

Top Sellers

1
Invesco
Invesco
Georgia
$247M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$22.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$50.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$235M
5
WG
Winton Group
United Kingdom
$8.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
476
Centre Asset Management
New York
$427K -$27.3K -430 -6%
PIA
477
Pinion Investment Advisors
Kansas
$420K +$1.9K +30 +0.5%
AI
478
Accredited Investors
Minnesota
$420K +$54.6K +860 +15%
HIM
479
Harbour Investment Management
Washington
$418K – – –
RTC
480
Riverview Trust Company
Washington
$416K -$2.8K -44 -0.7%
ASN
481
Advisory Services Network
Georgia
$415K +$61.2K +964 +17%
PAMG
482
Patton Albertson Miller Group
Tennessee
$412K -$23.8K -375 -5%
CWP
483
CFM Wealth Partners
Texas
$410K +$410K +6,300 New
FA
484
FDx Advisors
Illinois
$408K -$9.47K -149 -2%
HH
485
HWG Holdings
Texas
$405K +$69.2K +1,089 +21%
NB
486
NBT Bank
New York
$404K +$159K +2,500 +65%
GRP
487
Global Retirement Partners
California
$403K -$550K -8,666 -58%
SC
488
Savant Capital
Illinois
$403K +$9.73K +153 +2%
UB
489
UMB Bank
Missouri
$403K +$43.3K +683 +12%
GLR
490
Great Lakes Retirement
Ohio
$402K +$402K +6,396 New
PCM
491
Parsons Capital Management
Rhode Island
$401K – – –
O
492
Ossiam
France
$400K -$2M -31,509 -83%
HSA
493
HBK Sorce Advisory
Pennsylvania
$399K -$124K -1,958 -24%
FNBSF
494
First National Bank Sioux Falls
South Dakota
$398K -$27.7K -436 -7%
AL
495
Aspiriant LLC
California
$396K – – –
NIT
496
NumerixS Investment Technologies
British Columbia, Canada
$392K -$407K -6,411 -51%
SXL
497
Summit X LLC
Missouri
$391K +$6.08K +95 +2%
TPCW
498
TD Private Client Wealth
New York
$390K +$390K +6,138 New
WIC
499
Woodmont Investment Counsel
Tennessee
$389K – – –
FHB
500
First Hawaiian Bank
Hawaii
$381K -$140K -2,203 -27%
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