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Xcel Energy
XEL

Overview Fund Activity

757 hedge funds and large institutions have $19.2B invested in Xcel Energy in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 254 increasing their positions, 240 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+62
Holders Change %
+8.92%
% of All Funds
16.89%
Holding in Top 10
14
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+180%
% of All Funds
0.31%
New
123
Increased
254
Reduced
240
Closed
56
Calls
$5.92M
Puts
$2.8M
Net Calls
+$3.12M
Net Calls Change
-$11.3M

Top Buyers

1
Invesco
Invesco
Georgia
+$227M
2
BlackRock
BlackRock
New York
+$150M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$86.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$84.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$81.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60.8M
4
CVA
Ceredex Value Advisors
Florida
-$55.1M
5
Ameriprise
Ameriprise
Minnesota
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
501
SRH Advisors
Kansas
$286K – – –
PCIA
502
Prime Capital Investment Advisors
Kansas
$285K – – –
EWM
503
Empirical Wealth Management
Washington
$285K – – –
Cetera Investment Advisers
504
Cetera Investment Advisers
Illinois
$283K -$26K -526 -8%
LOAME
505
Lombard Odier Asset Management (Europe)
United Kingdom
$282K – – –
Truist Financial
506
Truist Financial
North Carolina
$282K +$282K +5,713 New
JHP
507
James Hambro & Partners
United Kingdom
$281K +$281K +5,700 New
TIM
508
Thompson Investment Management
Wisconsin
$276K +$276K +5,609 New
BFS
509
Bradley Foster & Sargent
Connecticut
$274K -$2.46K -50 -0.9%
HAG
510
HighPoint Advisor Group
Illinois
$272K -$266K -2,792 -49%
MPPLM
511
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$271K +$3.35K +68 +1%
NNP
512
Nachman Norwood & Parrott
South Carolina
$270K +$270K +5,491 New
ASN
513
Advisory Services Network
Georgia
$267K -$90.2K -1,833 -25%
BIAS
514
Beacon Investment Advisory Services
New Jersey
$264K +$264K +5,351 New
FCFS
515
First Command Financial Services
Texas
$261K +$228K +4,634 +700%
FCB
516
First Command Bank
Texas
$261K +$228K +4,634 +700%
SW
517
SVB Wealth
Massachusetts
$260K -$113K -2,297 -30%
NPPM
518
North Point Portfolio Managers
Ohio
$256K – – –
FFBTD
519
First Financial Bank - Trust Division
Ohio
$255K – – –
FWIA
520
Fort Washington Investment Advisors
Ohio
$251K – – –
NP
521
NorthRock Partners
Minnesota
$247K -$7.35K -148 -3%
SBL
522
Sargent Bickham Lagudis
Colorado
$245K +$444 +9 +0.2%
WCM
523
Weatherstone Capital Management
Colorado
$242K -$7.98K -162 -3%
MCWS
524
McKinley Carter Wealth Services
West Virginia
$241K – – –
RHJA
525
Rice Hall James & Associates
California
$240K – – –
19 20
21
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