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Xcel Energy
XEL

Overview Fund Activity

790 hedge funds and large institutions have $24B invested in Xcel Energy in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 248 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+7
Holders Change %
+0.89%
% of All Funds
17.19%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
77
Increased
282
Reduced
248
Closed
57
Calls
$6.79M
Puts
$12.1M
Net Calls
-$5.3M
Net Calls Change
-$18.9M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$488M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$130M
3
SI
Scout Investments
Missouri
+$77.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$54.5M
5
CTA
Carillon Tower Advisers
Florida
+$53.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
2
Boston Partners
Boston Partners
Massachusetts
-$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.6M
4
BS
Banco Santander
Spain
-$55.1M
5
ATN
AMF Tjänstepension
Sweden
-$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
551
Chicago Partners Investment Group
Illinois
$244K +$1.21K +20 +0.5%
MAFM
552
Mid Atlantic Financial Management
Pennsylvania
$243K +$31.6K +532 +15%
WJA
553
Williams Jones & Associates
New York
$242K -$15.2K -256 -6%
APP
554
Avantax Planning Partners
Iowa
$242K – – –
WSTAM
555
Wilbanks Smith & Thomas Asset Management
Virginia
$242K – – –
S
556
SignatureFD
Georgia
$241K +$13.4K +225 +6%
CIA
557
Capital Investment Advisors
Georgia
$239K +$1.01K +17 +0.4%
RCAG
558
Rehmann Capital Advisory Group
Michigan
$238K +$1.01K +17 +0.4%
AIA
559
Affinity Investment Advisors
California
$238K – – –
ATFA
560
All Terrain Financial Advisors
Minnesota
$238K – – –
ACP
561
Aveo Capital Partners
Colorado
$238K – – –
VI
562
Versor Investments
New York
$238K +$238K +4,000 New
MA
563
Montag & Associates
Georgia
$238K +$238K +4,003 New
OSNBOA
564
Old Second National Bank of Aurora
Illinois
$237K – – –
CGL
565
Clarius Group LLC
Washington
$236K +$236K +3,974 New
MC
566
Machina Capital
France
$235K -$965K -16,215 -80%
OWD
567
Osborn Williams & Donohoe
Ohio
$234K – – –
EWM
568
Evercore Wealth Management
New York
$233K +$2.61K +44 +1%
GWA
569
Guidant Wealth Advisors
Illinois
$232K +$773 +13 +0.3%
Brown Advisory
570
Brown Advisory
Maryland
$231K -$55.4K -933 -19%
SCM
571
Sterling Capital Management
North Carolina
$230K – – –
NB
572
NBT Bank
New York
$230K – – –
LC
573
Lavaca Capital
Texas
$229K – – –
BBHC
574
Brown Brothers Harriman & Co
New York
$227K +$216K +3,629 +1,994%
AC
575
Avestar Capital
New York
$222K +$1.35K +24 +0.6%
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