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Xcel Energy
XEL

Overview Fund Activity

840 hedge funds and large institutions have $24.7B invested in Xcel Energy in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
-6
Holders Change %
-0.71%
% of All Funds
18.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
86
Increased
284
Reduced
305
Closed
82
Calls
$24.1M
Puts
$13.6M
Net Calls
+$10.5M
Net Calls Change
+$741K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$911M
2
Victory Capital Management
Victory Capital Management
Texas
+$230M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$139M
4
BPSG
Brookfield Public Securities Group
New York
+$135M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$83.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$378M
2
Franklin Resources
Franklin Resources
California
-$366M
3
BlackRock
BlackRock
New York
-$160M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
5
American Century Companies
American Century Companies
Missouri
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
551
IberiaBank
Louisiana
$291K +$1.57K +26 +0.5%
IB
552
Intrust Bank
Kansas
$291K +$23.5K +389 +9%
SA
553
Strategic Advisors
New York
$287K +$189 +3 +0.1%
NIM
554
NuWave Investment Management
New Jersey
$286K -$66.7K -1,108 -19%
CWM
555
Calamos Wealth Management
Illinois
$284K – – –
GIA
556
Gateway Investment Advisers
Ohio
$280K +$60 +1 +0%
CIA
557
ClearBridge Investments (Australia)
Australia
$280K +$12.7K +210 +5%
CCP
558
Corient Capital Partners
California
$280K +$51.6K +856 +23%
EA
559
Emerald Advisors
Washington
$279K – – –
MNBTD
560
Moody National Bank Trust Division
Texas
$279K +$64.5K +1,069 +30%
NIT
561
NumerixS Investment Technologies
British Columbia, Canada
$277K -$94.5K -1,569 -25%
MGWM
562
Marks Group Wealth Management
Minnesota
$277K -$3.62K -60 -1%
GRP
563
Global Retirement Partners
California
$276K -$107K -1,777 -28%
BOH
564
Bank of Hawaii
Hawaii
$276K -$3.01K -50 -1%
TAM
565
Tealwood Asset Management
Minnesota
$275K +$24.2K +400 +10%
CAM
566
Cresset Asset Management
Illinois
$275K +$33.4K +550 +14%
SCM
567
Schnieders Capital Management
California
$275K +$66.3K +1,100 +32%
GHAM
568
Gilman Hill Asset Management
Connecticut
$273K -$6.03K -100 -2%
WJWM
569
Williams Jones Wealth Management
New York
$273K +$27.6K +459 +11%
FHC
570
First Heartland Consultants
Missouri
$271K -$35K -580 -11%
LWAC
571
Laurel Wealth Advisors (California)
California
$270K -$241 -4 -0.1%
LOAME
572
Lombard Odier Asset Management (Europe)
United Kingdom
$269K -$77K -1,274 -22%
GLLW
573
Graves Light Lenhart Wealth
Virginia
$268K – – –
ST
574
Sageworth Trust
Pennsylvania
$265K – – –
MC
575
Maverick Capital
Texas
$265K +$265K +4,391 New
21 22
23
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