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Xcel Energy
XEL

Overview Fund Activity

633 hedge funds and large institutions have $16.9B invested in Xcel Energy in 2017 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 229 increasing their positions, 197 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+9
Holders Change %
+1.44%
% of All Funds
15.81%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.22%
New
60
Increased
229
Reduced
197
Closed
44
Calls
$5.85M
Puts
$21.2M
Net Calls
-$15.4M
Net Calls Change
-$9.81M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.31B
2
Principal Financial Group
Principal Financial Group
Iowa
$172M
3
Ameriprise
Ameriprise
Minnesota
$268M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$104M
5
Cohen & Steers
Cohen & Steers
New York
$150M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$225M
2
BlackRock
BlackRock
New York
$1.85B
3
Capital World Investors
Capital World Investors
California
$84.2M
4
AQR Capital Management
AQR Capital Management
Connecticut
$158M
5
TSW
Thompson Siegel & Walmsley
Virginia
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
501
TCI Wealth Advisors
Arizona
$191K – – –
AW
502
Alpha Windward
Massachusetts
$184K -$229 -5 -0.1%
IF
503
Ironwood Financial
Arizona
$177K – – –
FANJ
504
Financial Architects (New Jersey)
New Jersey
$177K +$5.31K +116 +3%
EWM
505
Evercore Wealth Management
New York
$170K – – –
SLF
506
Sun Life Financial
Ontario, Canada
$170K +$169K +3,703 +30,858%
NSIM
507
North Star Investment Management
Illinois
$169K – – –
BC
508
Brookfield Corp
Ontario, Canada
$168K – – –
OFW
509
Omnia Family Wealth
Florida
$161K – – –
OIA
510
OneDigital Investment Advisors
Kansas
$157K +$157K +3,423 New
HDIM
511
Hanson & Doremus Investment Management
Vermont
$151K – – –
WAS
512
Winch Advisory Services
Wisconsin
$151K – – –
WEC
513
Winslow Evans & Crocker
Massachusetts
$150K +$12.2K +266 +9%
M
514
MOTCO
Texas
$148K – – –
TCOV
515
Trust Company of Vermont
Vermont
$147K – – –
HI
516
Hudock Inc
Pennsylvania
$146K – – –
IPC
517
Independent Portfolio Consultants
Florida
$144K +$68.2K +1,484 +90%
CBT
518
Central Bank & Trust
Kentucky
$143K – – –
CFG
519
Citizens Financial Group
Rhode Island
$142K – – –
SBL
520
Sargent Bickham Lagudis
Colorado
$142K +$184 +4 +0.1%
JFA
521
JNBA Financial Advisors
Minnesota
$141K -$40K -875 -22%
SHJ
522
Sharkey, Howes & Javer
Colorado
$138K +$734 +16 +0.5%
DCM
523
Dupont Capital Management
Delaware
$135K +$135K +2,950 New
RFA
524
Reilly Financial Advisors
California
$133K – – –
GWA
525
Guidant Wealth Advisors
Illinois
$132K – – –
19 20
21
22 23