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Xcel Energy
XEL

Overview Fund Activity

842 hedge funds and large institutions have $28B invested in Xcel Energy in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 259 increasing their positions, 298 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+25
Holders Change %
+3.06%
% of All Funds
17.03%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
96
Increased
259
Reduced
298
Closed
64
Calls
$33.7M
Puts
$10.3M
Net Calls
+$23.4M
Net Calls Change
+$4.55M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$213M
2
Wells Fargo
Wells Fargo
California
+$158M
3
Citadel Advisors
Citadel Advisors
Florida
+$95.6M
4
Capital International Investors
Capital International Investors
California
+$57.3M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$41.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$604M
2
Renaissance Technologies
Renaissance Technologies
New York
-$74.2M
3
CS
Credit Suisse
Switzerland
-$59.9M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$59.1M
5
State Street
State Street
Massachusetts
-$58.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
501
NBT Bank
New York
$386K -$53.7K -777 -12%
KWM
502
Kingsview Wealth Management
Oregon
$385K +$51.5K +747 +15%
Cetera Investment Advisers
503
Cetera Investment Advisers
Illinois
$384K -$13.9K -201 -3%
HT
504
Heritage Trust
Oklahoma
$378K +$83K +1,202 +28%
BFS
505
Bradley Foster & Sargent
Connecticut
$378K +$378K +5,479 New
RFN
506
RDA Financial Network
Iowa
$377K +$31.5K +456 +9%
Rockefeller Capital Management
507
Rockefeller Capital Management
New York
$377K +$243K +3,530 +182%
SWA
508
SFMG Wealth Advisors
Texas
$377K +$377K +5,466 New
AWCI
509
Alpine Woods Capital Investors
New York
$376K +$376K +5,450 New
ZIM
510
Zacks Investment Management
Illinois
$375K – – –
LS
511
Livforsakringsbolaget Skandia
Sweden
$375K – – –
HBT
512
Hills Bank & Trust
Iowa
$375K +$127K +1,838 +51%
HL
513
HeadInvest LLC
Maine
$374K – – –
JHP
514
James Hambro & Partners
United Kingdom
$373K – – –
CPIG
515
Chicago Partners Investment Group
Illinois
$372K +$5.76K +79 +2%
S
516
SignatureFD
Georgia
$367K +$10.2K +148 +3%
PAM
517
Peak Asset Management
Colorado
$363K +$69.1K +1,000 +23%
AL
518
AJO LP
Pennsylvania
$363K +$363K +5,273 New
MWM
519
Mission Wealth Management
California
$362K -$69K -1,000 -16%
GWS
520
Glassman Wealth Services
Virginia
$361K +$3.52K +51 +1%
FHB
521
First Hawaiian Bank
Hawaii
$360K +$8.97K +130 +3%
NPPM
522
North Point Portfolio Managers
Ohio
$359K – – –
CA
523
Calton & Associates
Florida
$357K -$414 -6 -0.1%
CGL
524
Clarius Group LLC
Washington
$348K +$44.1K +639 +14%
Federated Hermes
525
Federated Hermes
Pennsylvania
$346K +$74.6K +1,079 +27%
19 20
21
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