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Xcel Energy
XEL

Overview Fund Activity

804 hedge funds and large institutions have $26.3B invested in Xcel Energy in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 273 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+14
Holders Change %
+1.77%
% of All Funds
17.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
76
Increased
274
Reduced
273
Closed
59
Calls
$23.5M
Puts
$16.3M
Net Calls
+$7.2M
Net Calls Change
+$12.5M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$727M
2
BlackRock
BlackRock
New York
+$254M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$82.3M
4
State Street
State Street
Massachusetts
+$46.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$32.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$368M
2
SI
Scout Investments
Missouri
-$115M
3
Bank of America
Bank of America
North Carolina
-$89.7M
4
CTA
Carillon Tower Advisers
Florida
-$78.7M
5
BC
Brookfield Corp
Ontario, Canada
-$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IB
551
Intrust Bank
Kansas
$286K +$5.45K +84 +2%
ECM
552
ExodusPoint Capital Management
New York
$286K +$286K +4,400 New
GLLW
553
Graves Light Lenhart Wealth
Virginia
$283K – – –
CFGS
554
Concourse Financial Group Securities
Alabama
$281K -$499K -7,643 -64%
IWM
555
IHT Wealth Management
Illinois
$280K +$280K +4,323 New
DIA
556
Dana Investment Advisors
Wisconsin
$279K -$97.1K -1,495 -26%
NSAM
557
North Star Asset Management
Wisconsin
$278K – – –
EGM
558
Engineers Gate Manager
New York
$277K -$7.59M -116,796 -96%
S
559
SignatureFD
Georgia
$277K +$14K +216 +5%
ACP
560
Aveo Capital Partners
Colorado
$277K +$34.3K +557 +14%
CAG
561
Csenge Advisory Group
Florida
$277K +$277K +4,267 New
PAM
562
Peak Asset Management
Colorado
$276K – – –
Point72 Asset Management
563
Point72 Asset Management
Connecticut
$273K +$58.5K +900 +27%
FBT
564
First Bank & Trust
South Dakota
$272K +$225K +3,471 +476%
Jones Financial Companies
565
Jones Financial Companies
Missouri
$270K -$12.2K -188 -4%
TWA
566
TCI Wealth Advisors
Arizona
$270K – – –
TAM
567
Tealwood Asset Management
Minnesota
$270K – – –
SBSB
568
Sullivan, Bruyette, Speros & Blaney
Virginia
$267K – – –
CTA
569
Chesley Taft & Associates
Illinois
$266K – – –
WSTAM
570
Wilbanks Smith & Thomas Asset Management
Virginia
$264K – – –
CPIG
571
Chicago Partners Investment Group
Illinois
$264K +$4.65K +72 +2%
WJWM
572
Williams Jones Wealth Management
New York
$264K +$264K +4,075 New
HCM
573
Hodges Capital Management
Texas
$263K -$16.2K -250 -6%
APP
574
Avantax Planning Partners
Iowa
$263K +$4.48K +69 +2%
SCM
575
Sterling Capital Management
North Carolina
$262K +$11.7K +180 +5%
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