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Xcel Energy
XEL

Overview Fund Activity

783 hedge funds and large institutions have $22.3B invested in Xcel Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 277 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+26
Holders Change %
+3.43%
% of All Funds
16.97%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
88
Increased
277
Reduced
256
Closed
56
Calls
$23.7M
Puts
$10.1M
Net Calls
+$13.6M
Net Calls Change
+$10.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$313M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$127M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$75.7M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$59.7M
5
BS
Banco Santander
Spain
+$55.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
2
Ameriprise
Ameriprise
Minnesota
-$105M
3
Franklin Resources
Franklin Resources
California
-$68.4M
4
SI
Scout Investments
Missouri
-$57.5M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
501
Woodmont Investment Counsel
Tennessee
$316K -$77.2K -1,375 -20%
GT
502
Glenview Trust
Kentucky
$315K -$45K -800 -12%
SBIA
503
Sheaff Brock Investment Advisors
Indiana
$315K -$13K -232 -4%
HAG
504
HighPoint Advisor Group
Illinois
$313K +$1.2K +11 +0.4%
BFS
505
Bradley Foster & Sargent
Connecticut
$312K – – –
NNP
506
Nachman Norwood & Parrott
South Carolina
$309K +$674 +12 +0.2%
SW
507
SVB Wealth
Massachusetts
$308K +$11.3K +201 +4%
MPPLM
508
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$307K -$1.57K -28 -0.5%
M
509
MOTCO
Texas
$306K -$27K -480 -8%
BOH
510
Bank of Hawaii
Hawaii
$306K +$306K +5,450 New
HL
511
HeadInvest LLC
Maine
$305K -$305K -5,418 -50%
UB
512
UMB Bank
Missouri
$300K +$6.48K +115 +2%
RFN
513
RDA Financial Network
Iowa
$298K +$298K +5,346 New
PFP
514
Pinnacle Financial Partners
Tennessee
$296K +$296K +5,271 New
NPPM
515
North Point Portfolio Managers
Ohio
$292K – – –
FFBTD
516
First Financial Bank - Trust Division
Ohio
$290K -$1.18K -21 -0.4%
WCM
517
Weatherstone Capital Management
Colorado
$290K +$14.3K +254 +5%
ASN
518
Advisory Services Network
Georgia
$288K -$17.2K -305 -6%
KACA
519
Kayne Anderson Capital Advisors
California
$282K -$84.2K -1,500 -23%
NP
520
NorthRock Partners
Minnesota
$282K – – –
CA
521
Claro Advisors
Massachusetts
$280K +$277K +4,924 +8,490%
MCWS
522
McKinley Carter Wealth Services
West Virginia
$275K – – –
RHJA
523
Rice Hall James & Associates
California
$274K – – –
VLKIM
524
Van Lanschot Kempen Investment Management
Netherlands
$274K +$21.5K +383 +9%
GHAM
525
Gilman Hill Asset Management
Connecticut
$273K – – –
19 20
21
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