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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 %
MYLI
526
Meiji Yasuda Life Insurance
Japan
$328K -$57.8K -890 -15%
PA
527
Parallel Advisors
California
$325K +$28K +432 +9%
MCWS
528
McKinley Carter Wealth Services
West Virginia
$318K -$1.43K -22 -0.4%
BP
529
Ballentine Partners
Massachusetts
$318K – – –
HAG
530
HighPoint Advisor Group
Illinois
$317K -$15.2K -253 -5%
RHJA
531
Rice Hall James & Associates
California
$316K – – –
CNBT
532
Canandaigua National Bank & Trust
New York
$315K -$659K -10,148 -68%
GHAM
533
Gilman Hill Asset Management
Connecticut
$315K – – –
NP
534
NorthRock Partners
Minnesota
$310K -$15K -230 -5%
I
535
IberiaBank
Louisiana
$309K -$454 -7 -0.1%
GIA
536
GHP Investment Advisors
Colorado
$306K -$103K -1,584 -25%
CWM
537
Calamos Wealth Management
Illinois
$306K – – –
HI
538
Horizon Investments
North Carolina
$305K -$449K -6,914 -60%
BOH
539
Bank of Hawaii
Hawaii
$301K +$7.15K +110 +2%
SBL
540
Sargent Bickham Lagudis
Colorado
$301K +$15.1K +233 +5%
FFBTD
541
First Financial Bank - Trust Division
Ohio
$300K -$844 -13 -0.3%
CIA
542
ClearBridge Investments (Australia)
Australia
$300K +$24.5K +377 +9%
PI
543
Putnam Investments
Massachusetts
$299K -$11.2K -172 -4%
B
544
Bailard
California
$298K – – –
MWM
545
Mission Wealth Management
California
$297K +$19.5K +300 +7%
PFP
546
Pinnacle Financial Partners
Tennessee
$296K -$5.76K -89 -2%
SA
547
Strategic Advisors
New York
$296K +$260 +4 +0.1%
CA
548
Claro Advisors
Massachusetts
$296K +$3.24K +50 +1%
GT
549
Glenview Trust
Kentucky
$293K -$9.72K -150 -3%
IWS
550
Insight Wealth Strategies
California
$292K +$292K +4,502 New
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