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Xcel Energy
XEL

Overview Fund Activity

704 hedge funds and large institutions have $17.9B invested in Xcel Energy in 2017 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 244 increasing their positions, 210 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+66
Holders Change %
+10.34%
% of All Funds
15.99%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
107
Increased
244
Reduced
210
Closed
37
Calls
$9.82M
Puts
$593K
Net Calls
+$9.22M
Net Calls Change
+$2.93M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.61B
2
Ameriprise
Ameriprise
Minnesota
$394M
3
Boston Partners
Boston Partners
Massachusetts
$247M
4
Goldman Sachs
Goldman Sachs
New York
$191M
5
APG Asset Management
APG Asset Management
Netherlands
$103M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$480M
2
Millennium Management
Millennium Management
New York
$2.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$463M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$43.7M
5
Bank of America
Bank of America
North Carolina
$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFW
551
Omnia Family Wealth
Florida
$169K – – –
HDIM
552
Hanson & Doremus Investment Management
Vermont
$158K – – –
TCOV
553
Trust Company of Vermont
Vermont
$154K – – –
HI
554
Hudock Inc
Pennsylvania
$153K – – –
BTIS
555
BB&T Investment Services
North Carolina
$147K +$2.75K +52 +2%
M
556
MOTCO
Texas
$146K -$15.9K -330 -10%
SHJ
557
Sharkey, Howes & Javer
Colorado
$146K +$720 +15 +0.5%
SWP
558
Strategic Wealth Partners
Ohio
$142K +$142K +2,807 New
RFA
559
Reilly Financial Advisors
California
$140K – – –
GWA
560
Guidant Wealth Advisors
Illinois
$138K +$283 +6 +0.2%
CIBC Private Wealth Group
561
CIBC Private Wealth Group
Georgia
$135K +$135K +2,800 New
PCM
562
Poehling Capital Management
Wisconsin
$135K +$135K +2,811 New
FCMT
563
Founders Capital Management (Texas)
Texas
$134K – – –
AC
564
Avestar Capital
New York
$134K +$134K +3,056 New
KF
565
Krilogy Financial
Missouri
$129K – – –
GFP
566
Gryphon Financial Partners
Ohio
$127K +$127K +2,641 New
JFA
567
JNBA Financial Advisors
Minnesota
$124K – – –
TAM
568
Tiverton Asset Management
Delaware
$123K -$2.01K -42 -2%
FMTCOCP
569
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$123K – – –
WTC
570
WhitTier Trust Company
Nevada
$112K – – –
PA
571
Parallel Advisors
California
$108K – – –
NSIM
572
North Star Investment Management
Illinois
$106K -$72K -1,490 -40%
SWM
573
SeaCrest Wealth Management
New York
$105K +$105K +2,179 New
WEC
574
Winslow Evans & Crocker
Massachusetts
$103K – – –
CFA
575
Carroll Financial Associates
North Carolina
$99K – – –
21 22
23
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