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Xcel Energy
XEL

Overview Fund Activity

613 hedge funds and large institutions have $16.1B invested in Xcel Energy in 2016 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 233 increasing their positions, 193 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+32
Holders Change %
+5.51%
% of All Funds
16.38%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
71
Increased
233
Reduced
193
Closed
30
Calls
$9.69M
Puts
$15M
Net Calls
-$5.26M
Net Calls Change
-$6.86M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$295M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.33B
3
BFA
3
BlackRock Fund Advisors
California
$722M
4
JHIU
4
Janus Henderson Investors US
Colorado
$120M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.47B

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$858K
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$7.56M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$364M
4
Franklin Resources
4
Franklin Resources
California
$577M
5
Goldman Sachs
5
Goldman Sachs
New York
$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
501
Ironwood Financial
Arizona
$173K – – –
AW
502
Alpha Windward
Massachusetts
$172K -$7.26K -162 -4%
EWM
503
Evercore Wealth Management
New York
$169K +$10.1K +226 +6%
HDIM
504
Hanson & Doremus Investment Management
Vermont
$147K – – –
M
505
MOTCO
Texas
$145K -$97.6K -2,184 -40%
JFA
506
JNBA Financial Advisors
Minnesota
$143K -$985 -22 -0.7%
PAIA
507
Park Avenue Institutional Advisers
New York
$143K – – –
HI
508
Hudock Inc
Pennsylvania
$143K – – –
TCOV
509
Trust Company of Vermont
Vermont
$143K – – –
CFG
510
Citizens Financial Group
Rhode Island
$139K – – –
AF
511
Allworth Financial
California
$135K +$40.8K +911 +43%
WEC
512
Winslow Evans & Crocker
Massachusetts
$135K +$45 +1 +0%
SHJ
513
Sharkey, Howes & Javer
Colorado
$132K +$717 +16 +0.5%
Toronto Dominion Bank
514
Toronto Dominion Bank
Ontario, Canada
$125K -$48.7K -1,087 -28%
CHC
515
City Holding Co
West Virginia
$124K +$1.83K +41 +1%
RFA
516
Reilly Financial Advisors
California
$123K +$123K +2,741 New
TG
517
TLP Group
Illinois
$116K +$116K +2,587 New
DADC
518
D.A. Davidson & Co
Montana
$109K +$134 +3 +0.1%
CG
519
Cutler Group
California
$99K -$31.7K -711 -24%
ACM
520
Argentus Capital Management
Texas
$92K -$13K -291 -12%
CFA
521
Carroll Financial Associates
North Carolina
$92K – – –
FNYS
522
First New York Securities
New York
$89.6K +$89.6K +2,000 New
SSB
523
Sandy Spring Bank
Maryland
$86K – – –
GLI
524
Guardian Life Insurance
New York
$85K +$1.16K +26 +1%
WTB
525
Washington Trust Bank
Washington
$84K – – –
19 20
21
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