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Xcel Energy
XEL

Overview Fund Activity

790 hedge funds and large institutions have $24B invested in Xcel Energy in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 248 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+7
Holders Change %
+0.89%
% of All Funds
17.19%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
77
Increased
282
Reduced
248
Closed
57
Calls
$6.79M
Puts
$12.1M
Net Calls
-$5.3M
Net Calls Change
-$18.9M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$488M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$130M
3
SI
Scout Investments
Missouri
+$77.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$54.5M
5
CTA
Carillon Tower Advisers
Florida
+$53.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
2
Boston Partners
Boston Partners
Massachusetts
-$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.6M
4
BS
Banco Santander
Spain
-$55.1M
5
ATN
AMF Tjänstepension
Sweden
-$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NNP
501
Nachman Norwood & Parrott
South Carolina
$333K +$5.71K +96 +2%
M
502
MOTCO
Texas
$333K +$9.4K +158 +3%
ASN
503
Advisory Services Network
Georgia
$332K +$27.2K +457 +9%
BFS
504
Bradley Foster & Sargent
Connecticut
$331K – – –
TSW
505
Thompson Siegel & Walmsley
Virginia
$327K -$299K -5,025 -48%
RFN
506
RDA Financial Network
Iowa
$325K – – –
Cetera Investment Advisers
507
Cetera Investment Advisers
Illinois
$324K -$18.4K -310 -5%
MPPLM
508
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$324K -$1.55K -26 -0.5%
HL
509
HeadInvest LLC
Maine
$322K – – –
SW
510
SVB Wealth
Massachusetts
$321K -$4.64K -78 -1%
WP
511
WealthSource Partners
California
$319K +$319K +5,364 New
NG
512
NatWest Group
United Kingdom
$318K +$318K +5,342 New
FQ
513
First Quadrant
California
$316K +$291K +4,900 +1,189%
WIA
514
Wealthstreet Investment Advisors
Texas
$313K +$27.8K +467 +10%
NPPM
515
North Point Portfolio Managers
Ohio
$309K – – –
FHC
516
First Heartland Consultants
Missouri
$308K +$53.4K +897 +21%
NP
517
NorthRock Partners
Minnesota
$299K – – –
PP
518
Paloma Partners
Connecticut
$295K -$2.8M -47,194 -90%
MCWS
519
McKinley Carter Wealth Services
West Virginia
$292K +$1.31K +22 +0.4%
BP
520
Ballentine Partners
Massachusetts
$291K +$291K +4,894 New
RHJA
521
Rice Hall James & Associates
California
$290K – – –
GHAM
522
Gilman Hill Asset Management
Connecticut
$289K – – –
PI
523
Putnam Investments
Massachusetts
$284K -$1.65M -27,700 -85%
I
524
IberiaBank
Louisiana
$284K -$2.86K -48 -1%
CWM
525
Calamos Wealth Management
Illinois
$280K – – –
19 20
21
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