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Xcel Energy
XEL

Overview Fund Activity

817 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 279 increasing their positions, 289 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-23
Holders Change %
-2.74%
% of All Funds
16.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.21%
New
68
Increased
279
Reduced
289
Closed
81
Calls
$37.9M
Puts
$19M
Net Calls
+$18.9M
Net Calls Change
+$8.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$761M
2
Capital World Investors
Capital World Investors
California
+$317M
3
BC
Brookfield Corp
Ontario, Canada
+$170M
4
MAM
Magellan Asset Management
Australia
+$135M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$53.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$272M
2
Renaissance Technologies
Renaissance Technologies
New York
-$181M
3
Victory Capital Management
Victory Capital Management
Texas
-$180M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$136M
5
BlackRock
BlackRock
New York
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
526
JNBA Financial Advisors
Minnesota
$325K – – –
NPPM
527
North Point Portfolio Managers
Ohio
$325K – – –
JT
528
Jump Trading
Illinois
$325K +$325K +5,205 New
S
529
SignatureFD
Georgia
$323K -$6.5K -104 -2%
CA
530
Calton & Associates
Florida
$323K -$1.12K -18 -0.3%
GWS
531
Glassman Wealth Services
Virginia
$323K +$319K +5,107 +7,622%
B
532
Barings
North Carolina
$322K – – –
QT
533
Quantamental Technologies
New York
$321K +$321K +5,135 New
TFA
534
Transamerica Financial Advisors
Florida
$320K +$320K +5,112 New
DCM
535
Donaldson Capital Management
Indiana
$319K -$80.6K -1,292 -20%
FHB
536
First Hawaiian Bank
Hawaii
$319K -$57.8K -922 -15%
RFN
537
RDA Financial Network
Iowa
$313K – – –
MNBTD
538
Moody National Bank Trust Division
Texas
$313K +$24.2K +388 +8%
SA
539
Strategic Advisors
New York
$312K +$273 +4 +0.1%
SWM
540
SVA Wealth Management
Wisconsin
$310K – – –
AW
541
ACG Wealth
Georgia
$308K -$90.6K -1,450 -23%
PAMG
542
Patton Albertson Miller Group
Tennessee
$308K – – –
AC
543
Abbrea Capital
California
$307K – – –
MCWS
544
McKinley Carter Wealth Services
West Virginia
$306K – – –
BPA
545
Beacon Pointe Advisors
California
$304K +$37.1K +594 +14%
SBIA
546
Sheaff Brock Investment Advisors
Indiana
$302K -$7.87K -126 -3%
KWM
547
Kingsview Wealth Management
Oregon
$302K -$6.75K -108 -2%
UWM
548
USAdvisors Wealth Management
Minnesota
$298K -$214K -3,433 -42%
CAMG
549
CWA Asset Management Group
Florida
$297K -$26.1K -418 -8%
I
550
IberiaBank
Louisiana
$293K -$8.25K -132 -3%
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