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Xcel Energy
XEL

Overview Fund Activity

757 hedge funds and large institutions have $19.2B invested in Xcel Energy in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 254 increasing their positions, 240 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+62
Holders Change %
+8.92%
% of All Funds
16.89%
Holding in Top 10
14
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+180%
% of All Funds
0.31%
New
123
Increased
254
Reduced
240
Closed
56
Calls
$5.92M
Puts
$2.8M
Net Calls
+$3.12M
Net Calls Change
-$11.3M

Top Buyers

1
Invesco
Invesco
Georgia
+$227M
2
BlackRock
BlackRock
New York
+$150M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$86.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$84.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$81.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60.8M
4
CVA
Ceredex Value Advisors
Florida
-$55.1M
5
Ameriprise
Ameriprise
Minnesota
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
551
Avantax Planning Partners
Iowa
$209K -$11.4K -232 -5%
MC
552
Menta Capital
California
$207K +$207K +4,200 New
APA
553
American Portfolios Advisors
New York
$206K +$7.64K +155 +4%
TWA
554
TCI Wealth Advisors
Arizona
$205K +$246 +5 +0.1%
TAM
555
Tealwood Asset Management
Minnesota
$205K +$205K +4,154 New
WJA
556
Williams Jones & Associates
New York
$202K -$7.39K -150 -4%
CTA
557
Chesley Taft & Associates
Illinois
$202K +$202K +4,104 New
WSTAM
558
Wilbanks Smith & Thomas Asset Management
Virginia
$201K – – –
RCAG
559
Rehmann Capital Advisory Group
Michigan
$196K -$1.72K -35 -0.9%
MNBTD
560
Moody National Bank Trust Division
Texas
$191K +$15.9K +322 +9%
LC
561
Lavaca Capital
Texas
$190K +$190K +3,850 New
AC
562
Avestar Capital
New York
$187K -$21.4K -481 -10%
AW
563
Alpha Windward
Massachusetts
$181K -$22.4K -455 -11%
FANJ
564
Financial Architects (New Jersey)
New Jersey
$174K +$4.04K +82 +2%
OFW
565
Omnia Family Wealth
Florida
$173K – – –
PAMU
566
Pictet Asset Management (UK)
United Kingdom
$172K +$23.6K +479,321 +16%
TCOV
567
Trust Company of Vermont
Vermont
$170K -$11K -224 -6%
Carson Wealth (CWM LLC)
568
Carson Wealth (CWM LLC)
Nebraska
$170K +$98.5K +1,999 +138%
PFSC
569
Peoples Financial Services Corp
Pennsylvania
$168K – – –
IFAM
570
Institutional & Family Asset Management
Colorado
$164K +$937 +19 +0.6%
HCM
571
Hilton Capital Management
New York
$158K -$4.44K -90 -3%
HI
572
Hudock Inc
Pennsylvania
$157K – – –
SHJ
573
Sharkey, Howes & Javer
Colorado
$153K +$788 +16 +0.5%
IF
574
Ironwood Financial
Arizona
$147K -$48K -975 -25%
GWA
575
Guidant Wealth Advisors
Illinois
$145K +$295 +6 +0.2%
21 22
23
24 25