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Xcel Energy
XEL

Overview Fund Activity

817 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 279 increasing their positions, 289 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-23
Holders Change %
-2.74%
% of All Funds
16.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.21%
New
68
Increased
279
Reduced
289
Closed
81
Calls
$37.9M
Puts
$19M
Net Calls
+$18.9M
Net Calls Change
+$8.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$761M
2
Capital World Investors
Capital World Investors
California
+$317M
3
BC
Brookfield Corp
Ontario, Canada
+$170M
4
MAM
Magellan Asset Management
Australia
+$135M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$53.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$272M
2
Renaissance Technologies
Renaissance Technologies
New York
-$181M
3
Victory Capital Management
Victory Capital Management
Texas
-$180M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$136M
5
BlackRock
BlackRock
New York
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
551
Matthew Hamilton Rosenberg
$291K +$158K +2,533 +119%
Parallax Volatility Advisers
552
Parallax Volatility Advisers
California
$290K -$709K -11,340 -71%
SSB
553
Sandy Spring Bank
Maryland
$290K +$150K +2,390 +107%
PA
554
Parallel Advisors
California
$287K -$48.3K -774 -14%
MGWM
555
Marks Group Wealth Management
Minnesota
$287K – – –
CAM
556
Cresset Asset Management
Illinois
$286K +$1.32K +21 +0.5%
TAM
557
Tealwood Asset Management
Minnesota
$285K – – –
BP
558
Ballentine Partners
Massachusetts
$283K -$39.5K -631 -12%
BOH
559
Bank of Hawaii
Hawaii
$283K -$3.75K -60 -1%
WJWM
560
Williams Jones Wealth Management
New York
$283K – – –
GHAM
561
Gilman Hill Asset Management
Connecticut
$283K – – –
Brown Advisory
562
Brown Advisory
Maryland
$282K +$9.98K +160 +4%
IWM
563
IHT Wealth Management
Illinois
$281K +$8.36K +134 +3%
CAM
564
Centre Asset Management
New York
$281K +$17.5K +280 +7%
HCM
565
HMS Capital Management
Tennessee
$280K -$185K -2,956 -40%
LWAC
566
Laurel Wealth Advisors (California)
California
$280K – – –
GLLW
567
Graves Light Lenhart Wealth
Virginia
$278K – – –
AGM
568
Alpine Global Management
New York
$277K +$14.2K +228 +5%
CGL
569
Clarius Group LLC
Washington
$276K +$18.5K +295 +7%
CIA
570
ClearBridge Investments (Australia)
Australia
$275K -$14.8K -237 -5%
ST
571
Sageworth Trust
Pennsylvania
$274K – – –
BCM
572
Brookstone Capital Management
Illinois
$271K – – –
SL
573
Stevard LLC
Illinois
$271K +$271K +4,328 New
NSAM
574
North Star Asset Management
Wisconsin
$268K – – –
SIAM
575
Sterling Investment Advisors (Missouri)
Missouri
$268K +$268K +4,278 New
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