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Xcel Energy
XEL

Overview Fund Activity

840 hedge funds and large institutions have $24.7B invested in Xcel Energy in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
-6
Holders Change %
-0.71%
% of All Funds
18.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
86
Increased
284
Reduced
305
Closed
82
Calls
$24.1M
Puts
$13.6M
Net Calls
+$10.5M
Net Calls Change
+$741K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$911M
2
Victory Capital Management
Victory Capital Management
Texas
+$230M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$139M
4
BPSG
Brookfield Public Securities Group
New York
+$135M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$83.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$378M
2
Franklin Resources
Franklin Resources
California
-$366M
3
BlackRock
BlackRock
New York
-$160M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
5
American Century Companies
American Century Companies
Missouri
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
476
Freedom Investment Management
Connecticut
$430K +$22.4K +327 +6%
WA
477
Wambolt & Associates
Colorado
$429K – – –
II
478
Inspire Investing
Idaho
$428K -$252K -4,174 -37%
VFA
479
Voya Financial Advisors
Connecticut
$423K -$8.32K -133 -2%
KFA
480
Krane Funds Advisors
New York
$421K -$97.3K -1,613 -19%
NB
481
Nicolet Bankshares
Wisconsin
$413K -$18.4K -305 -4%
ATC
482
Argent Trust Co
Tennessee
$410K – – –
PIA
483
Pinion Investment Advisors
Kansas
$404K +$4.59K +76 +1%
EWM
484
Evercore Wealth Management
New York
$401K +$401K +6,661 New
GVAG
485
Great Valley Advisor Group
Delaware
$399K +$41.2K +683 +12%
HIM
486
Harbour Investment Management
Washington
$397K – – –
SC
487
Savant Capital
Illinois
$396K +$13.3K +220 +3%
ASN
488
Advisory Services Network
Georgia
$392K -$2.29K -38 -0.6%
DCM
489
Donaldson Capital Management
Indiana
$386K -$103K -1,710 -21%
HSA
490
HBK Sorce Advisory
Pennsylvania
$386K +$6.4K +106 +2%
AW
491
ACG Wealth
Georgia
$385K -$106K -1,752 -22%
PCM
492
Parsons Capital Management
Rhode Island
$385K +$4.22K +70 +1%
NB
493
NBT Bank
New York
$383K – – –
CWP
494
CFM Wealth Partners
Texas
$380K – – –
MYAM
495
Meiji Yasuda Asset Management
Japan
$378K -$3M -49,810 -89%
UB
496
UMB Bank
Missouri
$378K -$4.76K -79 -1%
FNBSF
497
First National Bank Sioux Falls
South Dakota
$378K – – –
AL
498
Aspiriant LLC
California
$376K -$542 -9 -0.1%
MWM
499
Mission Wealth Management
California
$376K +$75.4K +1,250 +25%
PGFC
500
Peapack-Gladstone Financial Corp
New Jersey
$373K +$50.6K +839 +16%
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