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Xcel Energy
XEL

Overview Fund Activity

885 hedge funds and large institutions have $26.9B invested in Xcel Energy in 2020 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 299 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
+43
Holders Change %
+5.11%
% of All Funds
15.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
136
Increased
299
Reduced
276
Closed
81
Calls
$80.9M
Puts
$16.4M
Net Calls
+$64.5M
Net Calls Change
+$41.1M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$77.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$58.9M
3
Wells Fargo
Wells Fargo
California
+$52.3M
4
APG Asset Management
APG Asset Management
Netherlands
+$50.8M
5
Capital International Investors
Capital International Investors
California
+$42.2M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$138M
2
Citadel Advisors
Citadel Advisors
Florida
-$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$70.8M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$61.3M
5
American Century Companies
American Century Companies
Missouri
-$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
526
Raymond James Trust
Florida
$381K -$27.5K -412 -7%
NIM
527
Nicollet Investment Management
Minnesota
$381K -$2K -30 -0.5%
IB
528
Intrust Bank
Kansas
$379K -$22.6K -339 -6%
KWM
529
Kingsview Wealth Management
Oregon
$379K +$7.13K +107 +2%
TCM
530
Teza Capital Management
Illinois
$379K +$379K +5,685 New
EWA
531
EP Wealth Advisors
California
$376K +$534 +8 +0.1%
ISL
532
Ingalls & Snyder LLC
New York
$374K -$70.3K -1,054 -16%
SWM
533
SVA Wealth Management
Wisconsin
$374K +$41.3K +620 +12%
NB
534
NBT Bank
New York
$373K – – –
JMF
535
Johnson Midwest Financial
Iowa
$372K +$372K +5,580 New
CFB
536
Cullen/Frost Bankers
Texas
$371K +$110K +1,655 +42%
CCP
537
Corient Capital Partners
California
$368K -$5.53K -83 -1%
SIC
538
Samalin Investment Counsel
New York
$367K +$367K +5,500 New
AWCI
539
Alpine Woods Capital Investors
New York
$363K – – –
HBT
540
Hills Bank & Trust
Iowa
$363K – – –
ZIM
541
Zacks Investment Management
Illinois
$363K +$267 +4 +0.1%
HL
542
HeadInvest LLC
Maine
$361K – – –
LNWWM
543
Laird Norton Wetherby Wealth Management
California
$360K -$19K -284 -5%
JHP
544
James Hambro & Partners
United Kingdom
$360K – – –
KFA
545
Krane Funds Advisors
New York
$359K -$14.7K -220 -4%
FI
546
FormulaFolio Investments
Michigan
$356K +$356K +5,340 New
EF
547
Empirical Finance
Pennsylvania
$352K +$62.2K +933 +21%
PAM
548
Peak Asset Management
Colorado
$350K – – –
MWM
549
Mission Wealth Management
California
$350K – – –
GWS
550
Glassman Wealth Services
Virginia
$350K +$2K +30 +0.6%
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