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Xcel Energy
XEL

Overview Fund Activity

783 hedge funds and large institutions have $22.3B invested in Xcel Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 277 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+26
Holders Change %
+3.43%
% of All Funds
16.97%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
88
Increased
277
Reduced
256
Closed
56
Calls
$23.7M
Puts
$10.1M
Net Calls
+$13.6M
Net Calls Change
+$10.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$313M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$127M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$75.7M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$59.7M
5
BS
Banco Santander
Spain
+$55.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
2
Ameriprise
Ameriprise
Minnesota
-$105M
3
Franklin Resources
Franklin Resources
California
-$68.4M
4
SI
Scout Investments
Missouri
-$57.5M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSAM
551
North Star Asset Management
Wisconsin
$241K – – –
FHC
552
First Heartland Consultants
Missouri
$240K +$240K +4,272 New
PAM
553
Peak Asset Management
Colorado
$239K – – –
PA
554
Parallel Advisors
California
$238K -$6.81K -121 -3%
AFA
555
Arlington Financial Advisors
California
$237K +$237K +4,224 New
TWA
556
TCI Wealth Advisors
Arizona
$234K – – –
TAM
557
Tealwood Asset Management
Minnesota
$233K – – –
SBSB
558
Sullivan, Bruyette, Speros & Blaney
Virginia
$232K +$232K +4,121 New
CTA
559
Chesley Taft & Associates
Illinois
$231K – – –
WSTAM
560
Wilbanks Smith & Thomas Asset Management
Virginia
$229K – – –
Susquehanna International Group
561
Susquehanna International Group
Pennsylvania
$228K +$228K +4,048 New
ATFA
562
All Terrain Financial Advisors
Minnesota
$225K +$225K +3,999 New
AIA
563
Affinity Investment Advisors
California
$225K +$225K +4,000 New
CIA
564
Capital Investment Advisors
Georgia
$225K +$225K +4,009 New
RCAG
565
Rehmann Capital Advisory Group
Michigan
$224K +$169 +3 +0.1%
APP
566
Avantax Planning Partners
Iowa
$224K -$14.5K -257 -6%
OSNBOA
567
Old Second National Bank of Aurora
Illinois
$224K +$224K +3,979 New
ACP
568
Aveo Capital Partners
Colorado
$222K +$222K +3,944 New
PRC
569
Pearl River Capital
Michigan
$220K +$112K +1,995 +104%
GWA
570
Guidant Wealth Advisors
Illinois
$219K +$52.7K +936 +32%
EWM
571
Evercore Wealth Management
New York
$219K +$219K +3,885 New
OWD
572
Osborn Williams & Donohoe
Ohio
$219K +$219K +3,934 New
CPIG
573
Chicago Partners Investment Group
Illinois
$219K +$219K +4,000 New
SCM
574
Sterling Capital Management
North Carolina
$217K +$217K +3,858 New
NB
575
NBT Bank
New York
$217K +$217K +3,861 New
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