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Xcel Energy
XEL

Overview Fund Activity

783 hedge funds and large institutions have $22.3B invested in Xcel Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 277 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+26
Holders Change %
+3.43%
% of All Funds
16.97%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
88
Increased
277
Reduced
256
Closed
56
Calls
$23.7M
Puts
$10.1M
Net Calls
+$13.6M
Net Calls Change
+$10.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$313M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$127M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$75.7M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$59.7M
5
BS
Banco Santander
Spain
+$55.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
2
Ameriprise
Ameriprise
Minnesota
-$105M
3
Franklin Resources
Franklin Resources
California
-$68.4M
4
SI
Scout Investments
Missouri
-$57.5M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
526
Sowell Financial Services
Arkansas
$273K +$450 +8 +0.2%
IB
527
Intrust Bank
Kansas
$273K +$3.82K +68 +1%
I
528
IberiaBank
Louisiana
$271K -$75.3K -1,339 -22%
MWM
529
Mission Wealth Management
California
$271K +$271K +4,825 New
Brown Advisory
530
Brown Advisory
Maryland
$270K +$270K +4,821 New
WIA
531
Wealthstreet Investment Advisors
Texas
$269K +$269K +4,793 New
CWM
532
Calamos Wealth Management
Illinois
$265K – – –
APA
533
American Portfolios Advisors
New York
$264K +$29.1K +517 +12%
KWM
534
Kingsview Wealth Management
Oregon
$261K +$261K +4,634 New
B
535
Bailard
California
$259K +$259K +4,599 New
ER
536
Enlightenment Research
Florida
$259K +$259K +4,600 New
PTC
537
Private Trust Company
Ohio
$258K -$3.54K -63 -1%
OPCM
538
Osborne Partners Capital Management
California
$256K – – –
BAM
539
Belpointe Asset Management
Nevada
$256K +$256K +4,552 New
FRM
540
Fox Run Management
Connecticut
$256K +$256K +4,563 New
LS
541
Livforsakringsbolaget Skandia
Sweden
$255K – – –
KBFS
542
Kohmann Bosshard Financial Services
Ohio
$253K – – –
CIA
543
ClearBridge Investments (Australia)
Australia
$252K -$139K -2,462 -36%
CCM
544
Crabel Capital Management
California
$251K +$251K +4,464 New
GLLW
545
Graves Light Lenhart Wealth
Virginia
$250K +$3.99K +71 +2%
Jones Financial Companies
546
Jones Financial Companies
Missouri
$249K -$99.6K -1,768 -29%
SBL
547
Sargent Bickham Lagudis
Colorado
$248K -$31.6K -562 -11%
D.E. Shaw & Co
548
D.E. Shaw & Co
New York
$244K -$5.74M -102,172 -96%
WJA
549
Williams Jones & Associates
New York
$243K +$13K +231 +6%
HCM
550
Hodges Capital Management
Texas
$242K – – –
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