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Xcel Energy
XEL

Overview Fund Activity

840 hedge funds and large institutions have $24.7B invested in Xcel Energy in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
-6
Holders Change %
-0.71%
% of All Funds
18.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
86
Increased
284
Reduced
305
Closed
82
Calls
$24.1M
Puts
$13.6M
Net Calls
+$10.5M
Net Calls Change
+$741K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$911M
2
Victory Capital Management
Victory Capital Management
Texas
+$230M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$139M
4
BPSG
Brookfield Public Securities Group
New York
+$135M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$83.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$378M
2
Franklin Resources
Franklin Resources
California
-$366M
3
BlackRock
BlackRock
New York
-$160M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
5
American Century Companies
American Century Companies
Missouri
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
501
Wealthstreet Investment Advisors
Texas
$368K +$11.5K +190 +3%
Neuberger Berman Group
502
Neuberger Berman Group
New York
$368K +$56.2K +933 +18%
JIP
503
Jaffetilchin Investment Partners
Florida
$368K +$368K +6,097 New
SXL
504
Summit X LLC
Missouri
$367K – – –
MC
505
Moors & Cabot
Massachusetts
$365K -$124K -2,064 -25%
PCIA
506
Prime Capital Investment Advisors
Kansas
$364K +$15.2K +252 +4%
FHB
507
First Hawaiian Bank
Hawaii
$362K +$964 +16 +0.3%
TPCW
508
TD Private Client Wealth
New York
$357K -$13K -215 -4%
KIA
509
KCM Investment Advisors
California
$357K – – –
CCA
510
Checchi Capital Advisers
California
$356K +$11.9K +197 +3%
TSW
511
Thompson Siegel & Walmsley
Virginia
$352K – – –
CCM
512
Cadence Capital Management
Massachusetts
$351K +$27.3K +453 +8%
SA
513
SRH Advisors
Kansas
$350K – – –
SFS
514
Sowell Financial Services
Arkansas
$350K +$12.3K +204 +4%
Federated Hermes
515
Federated Hermes
Pennsylvania
$349K -$10M -166,067 -97%
HAG
516
HighPoint Advisor Group
Illinois
$349K -$3.16K -49 -0.9%
Cetera Investment Advisers
517
Cetera Investment Advisers
Illinois
$347K -$181 -3 -0.1%
OIA
518
OneDigital Investment Advisors
Kansas
$341K +$140K +2,318 +70%
RTC
519
Riverview Trust Company
Washington
$340K -$54.9K -910 -14%
FA
520
FDx Advisors
Illinois
$340K -$47.8K -791 -12%
SF
521
Symphony Financial
Texas
$340K +$340K +5,427 New
Man Group
522
Man Group
United Kingdom
$339K -$1.76M -29,269 -84%
CPIG
523
Chicago Partners Investment Group
Illinois
$339K -$7.31K -109 -2%
EWA
524
EP Wealth Advisors
California
$339K +$339K +5,627 New
WANY
525
Wealthspire Advisors (New York)
New York
$338K +$338K +5,601 New
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