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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 %
Simplex Trading
526
Simplex Trading
Illinois
$337K -$391K -6,486 -54%
FCMT
527
Founders Capital Management (Texas)
Texas
$334K +$167K +2,787 +100%
HI
528
Horizon Investments
North Carolina
$333K +$18K +299 +6%
HL
529
HeadInvest LLC
Maine
$327K – – –
LS
530
Livforsakringsbolaget Skandia
Sweden
$327K +$102K +1,700 +46%
JHP
531
James Hambro & Partners
United Kingdom
$326K -$18.1K -300 -5%
BFS
532
Bradley Foster & Sargent
Connecticut
$324K -$10.8K -180 -3%
PA
533
Parallel Advisors
California
$324K +$19.7K +326 +6%
B
534
Barings
North Carolina
$322K – – –
NP
535
NorthRock Partners
Minnesota
$322K +$21.9K +363 +7%
CAG
536
Csenge Advisory Group
Florida
$319K +$52.1K +864 +20%
S
537
SignatureFD
Georgia
$318K +$60.6K +1,004 +24%
JFA
538
JNBA Financial Advisors
Minnesota
$314K +$4.4K +73 +1%
NPPM
539
North Point Portfolio Managers
Ohio
$313K – – –
CA
540
Calton & Associates
Florida
$313K +$65K +1,079 +26%
CAMG
541
CWA Asset Management Group
Florida
$312K -$36.5K -605 -10%
BP
542
Ballentine Partners
Massachusetts
$310K +$9.93K +165 +3%
OWM
543
Orgel Wealth Management
Wisconsin
$307K +$307K +5,095 New
RFN
544
RDA Financial Network
Iowa
$302K -$27.2K -450 -8%
SBIA
545
Sheaff Brock Investment Advisors
Indiana
$299K – – –
SWM
546
SVA Wealth Management
Wisconsin
$299K – – –
KWM
547
Kingsview Wealth Management
Oregon
$298K +$34.4K +570 +13%
PAMG
548
Patton Albertson Miller Group
Tennessee
$297K -$94K -1,560 -24%
AC
549
Abbrea Capital
California
$296K +$296K +4,874 New
MCWS
550
McKinley Carter Wealth Services
West Virginia
$295K – – –
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