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Xcel Energy
XEL

Overview Fund Activity

613 hedge funds and large institutions have $16.1B invested in Xcel Energy in 2016 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 233 increasing their positions, 193 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+32
Holders Change %
+5.51%
% of All Funds
16.38%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
71
Increased
233
Reduced
193
Closed
30
Calls
$9.69M
Puts
$15M
Net Calls
-$5.26M
Net Calls Change
-$6.86M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$295M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.33B
3
BFA
3
BlackRock Fund Advisors
California
$722M
4
JHIU
4
Janus Henderson Investors US
Colorado
$120M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.47B

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$858K
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$7.56M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$364M
4
Franklin Resources
4
Franklin Resources
California
$577M
5
Goldman Sachs
5
Goldman Sachs
New York
$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
576
First Personal Financial Services
North Carolina
$16K +$16K +352 New
JIR
577
James Investment Research
Ohio
$15K – – –
CAW
578
Cornerstone Advisors (Washington)
Washington
$15K – – –
MWM
579
MinichMacGregor Wealth Management
New York
$15K – – –
Carson Wealth (CWM LLC)
580
Carson Wealth (CWM LLC)
Nebraska
$14K +$14K +310 New
HFM
581
Hartford Financial Management
Connecticut
$13K – – –
PAI
582
Pittenger & Anderson Inc
Nebraska
$12K -$31K -721 -72%
ECM
583
Exchange Capital Management
Michigan
$12K +$12K +275 New
HWP
584
Hefty Wealth Partners
Indiana
$11K +$11K +253 New
SNT
585
Security National Trust
West Virginia
$10K – – –
AII
586
AGF Investments Inc
Ontario, Canada
$10K +$10K +223 New
DAM
587
Delta Asset Management
Tennessee
$9K – – –
TC
588
Trust Company
Kansas
$9K – – –
ZB
589
Zions Bancorporation
Utah
$9K – – –
CFS
590
Commonwealth Financial Services
West Virginia
$9K +$9K +210 New
WOC
591
West Oak Capital
California
$8.96K +$8.96K +200 New
VIA
592
Vantage Investment Advisors
Pennsylvania
$8K +$1.62K +38 +25%
CHP
593
Cable Hill Partners
Oregon
$7K – – –
VNA
594
Valley National Advisers
Pennsylvania
$7K +$7K +155 New
GI
595
Gradient Investments
Minnesota
$5K -$24.9K -588 -83%
AC
596
Alexandria Capital
Virginia
$5K – – –
LNB
597
Ledyard National Bank
$5K – – –
FMP
598
Financial Management Professionals
Texas
$5K +$1.69K +45 +51%
KTC
599
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
WA
600
WealthTrust-Arizona
Arizona
$4K – – –
22 23
24
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