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Xcel Energy
XEL

Overview Fund Activity

842 hedge funds and large institutions have $28B invested in Xcel Energy in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 259 increasing their positions, 298 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+25
Holders Change %
+3.06%
% of All Funds
17.03%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
96
Increased
259
Reduced
298
Closed
64
Calls
$33.7M
Puts
$10.3M
Net Calls
+$23.4M
Net Calls Change
+$4.55M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$213M
2
Wells Fargo
Wells Fargo
California
+$158M
3
Citadel Advisors
Citadel Advisors
Florida
+$95.6M
4
Capital International Investors
Capital International Investors
California
+$57.3M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$41.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$604M
2
Renaissance Technologies
Renaissance Technologies
New York
-$74.2M
3
CS
Credit Suisse
Switzerland
-$59.9M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$59.1M
5
State Street
State Street
Massachusetts
-$58.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOH
551
Bank of Hawaii
Hawaii
$312K – – –
LWAC
552
Laurel Wealth Advisors (California)
California
$309K – – –
PAMG
553
Patton Albertson Miller Group
Tennessee
$307K -$32.7K -475 -10%
GLLW
554
Graves Light Lenhart Wealth
Virginia
$307K – – –
LOAME
555
Lombard Odier Asset Management (Europe)
United Kingdom
$307K +$307K +4,453 New
DS
556
DRW Securities
Illinois
$305K +$305K +4,413 New
HCM
557
HMS Capital Management
Tennessee
$304K -$5.31K -77 -2%
ST
558
Sageworth Trust
Pennsylvania
$303K – – –
BP
559
Ballentine Partners
Massachusetts
$301K -$10.8K -156 -3%
Cerity Partners
560
Cerity Partners
New York
$301K +$301K +4,364 New
EF
561
Empirical Finance
Pennsylvania
$300K +$62.4K +904 +26%
CAM
562
Cresset Asset Management
Illinois
$299K -$17.5K -252 -6%
BCM
563
Brookstone Capital Management
Illinois
$299K – – –
SL
564
Stevard LLC
Illinois
$299K – – –
NSAM
565
North Star Asset Management
Wisconsin
$296K – – –
BAM
566
Belpointe Asset Management
Nevada
$294K +$20.4K +295 +7%
AC
567
Abbrea Capital
California
$290K -$48.1K -693 -14%
APP
568
Avantax Planning Partners
Iowa
$290K +$10.4K +150 +4%
DC
569
DeDora Capital
California
$289K +$289K +4,181 New
TWA
570
TCI Wealth Advisors
Arizona
$287K – – –
AF
571
Affiance Financial
Minnesota
$286K +$286K +4,147 New
WIC
572
Woodmont Investment Counsel
Tennessee
$285K – – –
VWA
573
V Wealth Advisors
Kansas
$283K -$1.55M -22,424 -85%
GT
574
Glenview Trust
Kentucky
$283K – – –
VPIM
575
Vanguard Personalized Indexing Management
California
$282K +$21.5K +311 +8%
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