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Xcel Energy
XEL

Overview Fund Activity

885 hedge funds and large institutions have $26.9B invested in Xcel Energy in 2020 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 299 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
+43
Holders Change %
+5.11%
% of All Funds
15.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
136
Increased
299
Reduced
276
Closed
81
Calls
$80.9M
Puts
$16.4M
Net Calls
+$64.5M
Net Calls Change
+$41.1M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$77.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$58.9M
3
Wells Fargo
Wells Fargo
California
+$52.3M
4
APG Asset Management
APG Asset Management
Netherlands
+$50.8M
5
Capital International Investors
Capital International Investors
California
+$42.2M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$138M
2
Citadel Advisors
Citadel Advisors
Florida
-$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$70.8M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$61.3M
5
American Century Companies
American Century Companies
Missouri
-$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
551
Synovus Financial
Georgia
$347K +$13.2K +198 +4%
FHB
552
First Hawaiian Bank
Hawaii
$346K -$2.67K -40 -0.8%
NPPM
553
North Point Portfolio Managers
Ohio
$346K – – –
WANY
554
Wealthspire Advisors (New York)
New York
$345K +$100K +1,504 +41%
VA
555
Valmark Advisers
Ohio
$335K +$335K +5,027 New
CPIG
556
Chicago Partners Investment Group
Illinois
$332K +$1.43K +22 +0.4%
MNBTD
557
Moody National Bank Trust Division
Texas
$328K – – –
AC
558
Abbrea Capital
California
$327K +$46.5K +693 +17%
MCWS
559
McKinley Carter Wealth Services
West Virginia
$326K – – –
HBT
560
Heartland Bank & Trust
Illinois
$324K +$324K +4,862 New
MGWM
561
Marks Group Wealth Management
Minnesota
$323K – – –
RT
562
Rockland Trust
Massachusetts
$321K -$12K -180 -4%
PCMC
563
Private Capital Management (Colorado)
Colorado
$321K – – –
MHR
564
Matthew Hamilton Rosenberg
$321K +$6.66K +100 +2%
NP
565
NorthRock Partners
Minnesota
$320K -$130K -1,950 -29%
MC
566
Maverick Capital
Texas
$320K +$320K +4,807 New
AG
567
AlphaSimPlex Group
Massachusetts
$319K – – –
FPWM
568
FSB Premier Wealth Management
Iowa
$319K +$319K +4,790 New
SSB
569
Sandy Spring Bank
Maryland
$318K +$15.6K +233 +5%
CRWM
570
Castle Rock Wealth Management
California
$318K +$318K +4,915 New
DC
571
DeDora Capital
California
$317K +$38.5K +578 +14%
FCH
572
Freestone Capital Holdings
Washington
$316K +$87.6K +1,314 +38%
Federated Hermes
573
Federated Hermes
Pennsylvania
$314K -$19.5K -292 -6%
FHC
574
First Horizon Corporation
Tennessee
$313K – – –
PA
575
Parallel Advisors
California
$310K +$2.73K +41 +0.9%
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23
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