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Xcel Energy
XEL

Overview Fund Activity

704 hedge funds and large institutions have $17.9B invested in Xcel Energy in 2017 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 244 increasing their positions, 210 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+66
Holders Change %
+10.34%
% of All Funds
15.99%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
107
Increased
244
Reduced
210
Closed
37
Calls
$9.82M
Puts
$593K
Net Calls
+$9.22M
Net Calls Change
+$2.93M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.61B
2
Ameriprise
Ameriprise
Minnesota
$394M
3
Boston Partners
Boston Partners
Massachusetts
$247M
4
Goldman Sachs
Goldman Sachs
New York
$191M
5
APG Asset Management
APG Asset Management
Netherlands
$103M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$480M
2
Millennium Management
Millennium Management
New York
$2.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$463M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$43.7M
5
Bank of America
Bank of America
North Carolina
$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
526
Tealwood Asset Management
Minnesota
$223K – – –
SWM
527
SVA Wealth Management
Wisconsin
$220K – – –
SSB
528
Sandy Spring Bank
Maryland
$219K +$37.4K +775 +21%
NB
529
NBT Bank
New York
$217K – – –
BTS
530
BB&T Securities
Virginia
$217K +$7.38K +154 +4%
KBFS
531
Kohmann Bosshard Financial Services
Ohio
$216K – – –
BFS
532
Bradley Foster & Sargent
Connecticut
$215K – – –
TU
533
TDAM USA
Ontario, Canada
$212K – – –
UB
534
UMB Bank
Missouri
$212K +$212K +4,393 New
IFAM
535
Institutional & Family Asset Management
Colorado
$211K +$211K +4,396 New
OWM
536
Orgel Wealth Management
Wisconsin
$210K -$48.1K -1,000 -19%
GIA
537
GHP Investment Advisors
Colorado
$210K -$18K -373 -8%
WCM
538
Weatherstone Capital Management
Colorado
$208K +$208K +4,314 New
SB
539
Simmons Bank
Arkansas
$208K +$208K +4,321 New
NFG
540
Next Financial Group
Texas
$207K -$96K -2,000 -32%
EDRH
541
Edmond de Rothschild Holding
Switzerland
$207K – – –
PAM
542
Peak Asset Management
Colorado
$205K – – –
SC
543
SouthState Corp
Florida
$203K +$203K +4,212 New
TWA
544
TCI Wealth Advisors
Arizona
$200K – – –
AW
545
Alpha Windward
Massachusetts
$190K -$720 -15 -0.4%
IF
546
Ironwood Financial
Arizona
$186K – – –
PI
547
PineBridge Investments
New York
$180K -$12.7K -265 -7%
EWM
548
Evercore Wealth Management
New York
$178K – – –
II
549
Inspire Investing
Idaho
$176K +$176K +3,664 New
FANJ
550
Financial Architects (New Jersey)
New Jersey
$174K +$433 +9 +0.2%
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