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Xcel Energy
XEL

Overview Fund Activity

585 hedge funds and large institutions have $14.5B invested in Xcel Energy in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 225 increasing their positions, 201 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
-28
Holders Change %
-4.57%
% of All Funds
15.63%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
32
Increased
225
Reduced
201
Closed
54
Calls
$4.92M
Puts
$9.14M
Net Calls
-$4.21M
Net Calls Change
+$1.04M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$644M
2
Renaissance Technologies
Renaissance Technologies
New York
$47.4M
3
Principal Financial Group
Principal Financial Group
Iowa
$74.8M
4
Franklin Resources
Franklin Resources
California
$571M
5
JHIU
Janus Henderson Investors US
Colorado
$143M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.04B
2
Millennium Management
Millennium Management
New York
$153M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$560M
4
APG Asset Management
APG Asset Management
Netherlands
$53.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
551
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
MWM
552
MinichMacGregor Wealth Management
New York
$13K – – –
VOYA Investment Management
553
VOYA Investment Management
Georgia
$12.5K +$267 +6,498 +2%
HFM
554
Hartford Financial Management
Connecticut
$12K – – –
TC
555
Trust Company
Kansas
$12K +$3.7K +89 +45%
VNA
556
Valley National Advisers
Pennsylvania
$12K +$5.84K +147 +95%
ECM
557
Exchange Capital Management
Michigan
$11K – – –
GI
558
Gradient Investments
Minnesota
$11K +$6.03K +143 +121%
CHP
559
Cable Hill Partners
Oregon
$11K +$5.5K +144 +100%
SWA
560
Sutton Wealth Advisors
Florida
$10.3K +$7.41K +180 +254%
HWP
561
Hefty Wealth Partners
Indiana
$10K – – –
SNT
562
Security National Trust
West Virginia
$10K – – –
CFS
563
Commonwealth Financial Services
West Virginia
$9K – – –
AII
564
AGF Investments Inc
Ontario, Canada
$9K – – –
WOC
565
West Oak Capital
California
$8.23K – – –
DAM
566
Delta Asset Management
Tennessee
$8K – – –
VIA
567
Vantage Investment Advisors
Pennsylvania
$8K – – –
ZB
568
Zions Bancorporation
Utah
$8K +$40 +1 +0.5%
CB
569
Community Bank
New York
$8K +$8K +200 New
LNB
570
Ledyard National Bank
$5K – – –
FMP
571
Financial Management Professionals
Texas
$5K – – –
AC
572
Alexandria Capital
Virginia
$5K – – –
WA
573
WealthTrust-Arizona
Arizona
$4K – – –
KTC
574
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
PFS
575
Physicians Financial Services
North Carolina
$4K +$42 +1 +1%
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23
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