XEL icon

Xcel Energy
XEL

Overview Fund Activity

817 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 279 increasing their positions, 289 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-23
Holders Change %
-2.74%
% of All Funds
16.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.21%
New
68
Increased
279
Reduced
289
Closed
81
Calls
$37.9M
Puts
$19M
Net Calls
+$18.9M
Net Calls Change
+$8.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$761M
2
Capital World Investors
Capital World Investors
California
+$317M
3
BC
Brookfield Corp
Ontario, Canada
+$170M
4
MAM
Magellan Asset Management
Australia
+$135M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$53.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$272M
2
Renaissance Technologies
Renaissance Technologies
New York
-$181M
3
Victory Capital Management
Victory Capital Management
Texas
-$180M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$136M
5
BlackRock
BlackRock
New York
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
476
Wambolt & Associates
Colorado
$445K – – –
EA
477
Emerald Advisors
Washington
$444K +$155K +2,484 +54%
DC
478
Davenport & Co
Virginia
$437K -$63K -1,008 -13%
VIA
479
Vident Investment Advisory
Georgia
$436K -$177K -2,828 -29%
PVH
480
Psagot Value Holdings
Israel
$432K -$337K -5,390 -44%
ASN
481
Advisory Services Network
Georgia
$431K +$24.9K +399 +6%
SS
482
Simplicity Solutions
Minnesota
$426K -$404K -6,456 -49%
CTB
483
Country Trust Bank
Illinois
$421K -$46.9K -750 -10%
CCA
484
Checchi Capital Advisers
California
$420K +$50.5K +808 +14%
HIM
485
Harbour Investment Management
Washington
$411K – – –
PCM
486
Parsons Capital Management
Rhode Island
$411K +$11.9K +190 +3%
Two Sigma Advisers
487
Two Sigma Advisers
New York
$406K -$8.14M -130,400 -95%
ATC
488
Argent Trust Co
Tennessee
$405K -$19.2K -307 -5%
CIBC World Market
489
CIBC World Market
Ontario, Canada
$402K -$369K -5,903 -48%
WIA
490
Wealthstreet Investment Advisors
Texas
$401K +$19.7K +315 +5%
HSA
491
HBK Sorce Advisory
Pennsylvania
$400K – – –
NB
492
NBT Bank
New York
$398K – – –
PIA
493
Pinion Investment Advisors
Kansas
$396K -$22.8K -365 -5%
PGFC
494
Peapack-Gladstone Financial Corp
New Jersey
$394K +$7.13K +114 +2%
CWP
495
CFM Wealth Partners
Texas
$393K – – –
FNBSF
496
First National Bank Sioux Falls
South Dakota
$392K – – –
MWM
497
Mission Wealth Management
California
$391K +$1.06K +17 +0.3%
WCM
498
Windsor Capital Management
Arizona
$390K -$70K -1,122 -15%
LNC
499
Lincoln National Corp
Pennsylvania
$389K +$134K +2,147 +53%
SXL
500
Summit X LLC
Missouri
$387K +$5.31K +85 +1%
18 19
20
21 22