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Xcel Energy
XEL

Overview Fund Activity

804 hedge funds and large institutions have $26.3B invested in Xcel Energy in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 273 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+14
Holders Change %
+1.77%
% of All Funds
17.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
76
Increased
274
Reduced
273
Closed
59
Calls
$23.5M
Puts
$16.3M
Net Calls
+$7.2M
Net Calls Change
+$12.5M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$727M
2
BlackRock
BlackRock
New York
+$254M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$82.3M
4
State Street
State Street
Massachusetts
+$46.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$32.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$368M
2
SI
Scout Investments
Missouri
-$115M
3
Bank of America
Bank of America
North Carolina
-$89.7M
4
CTA
Carillon Tower Advisers
Florida
-$78.7M
5
BC
Brookfield Corp
Ontario, Canada
-$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
501
MOTCO
Texas
$362K -$1.04K -16 -0.3%
BFS
502
Bradley Foster & Sargent
Connecticut
$361K – – –
MPPLM
503
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$358K +$4.68K +72 +1%
NG
504
NatWest Group
United Kingdom
$358K +$11.4K +175 +3%
TSW
505
Thompson Siegel & Walmsley
Virginia
$357K – – –
Truist Financial
506
Truist Financial
North Carolina
$356K -$9.8K -151 -3%
TIM
507
Thompson Investment Management
Wisconsin
$354K -$21.8K -335 -6%
Cetera Investment Advisers
508
Cetera Investment Advisers
Illinois
$354K +$1.3K +20 +0.4%
HL
509
HeadInvest LLC
Maine
$352K – – –
SW
510
SVB Wealth
Massachusetts
$350K – – –
PGFC
511
Peapack-Gladstone Financial Corp
New Jersey
$347K +$63.6K +980 +22%
MIH
512
Meitav Investment House
Israel
$346K +$346K +5,316 New
FQ
513
First Quadrant
California
$345K – – –
BPWA
514
Beacon Pointe Wealth Advisors
California
$345K +$345K +5,320 New
SWM
515
SVA Wealth Management
Wisconsin
$344K +$344K +5,300 New
TA
516
Thor Advisors
New York
$344K +$344K +5,300 New
HH
517
HWG Holdings
Texas
$343K -$418K -6,448 -55%
BAM
518
Blueshift Asset Management
New Jersey
$342K +$342K +5,277 New
TSS
519
Two Sigma Securities
New York
$339K +$339K +5,226 New
NPPM
520
North Point Portfolio Managers
Ohio
$337K – – –
FHC
521
First Heartland Consultants
Missouri
$335K +$65 +1 +0%
RFN
522
RDA Financial Network
Iowa
$334K +$6.43K +105 +2%
JFA
523
JNBA Financial Advisors
Minnesota
$333K +$195K +3,000 +141%
ASN
524
Advisory Services Network
Georgia
$332K – – –
SFS
525
Sowell Financial Services
Arkansas
$332K +$332K +5,112 New
19 20
21
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