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Xcel Energy
XEL

Overview Fund Activity

624 hedge funds and large institutions have $16.3B invested in Xcel Energy in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 231 increasing their positions, 200 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-3
Holders Change %
-0.48%
% of All Funds
15.56%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.27%
New
57
Increased
231
Reduced
200
Closed
49
Calls
$11.9M
Puts
$17.5M
Net Calls
-$5.55M
Net Calls Change
-$8.68M

Top Buyers

1
BlackRock
BlackRock
New York
$1.85B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$790M
3
RCAMU
Rothschild & Co Asset Management US
Connecticut
$59.5M
4
Millennium Management
Millennium Management
New York
$279M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.56B

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
$84.2M
2
TCIM
TIAA CREF Investment Management
New York
$166M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$301M
4
Morgan Stanley
Morgan Stanley
New York
$40.7M
5
Jennison Associates
Jennison Associates
New York
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
576
AssetMark Inc
California
$18K +$2.13K +47 +13%
Carson Wealth (CWM LLC)
577
Carson Wealth (CWM LLC)
Nebraska
$18K +$3.91K +86 +28%
CTB
578
Country Trust Bank
Illinois
$16K – – –
FBT
579
First Bank & Trust
South Dakota
$16K – – –
JIR
580
James Investment Research
Ohio
$15K – – –
TF
581
Tompkins Financial
New York
$15K +$15K +346 New
CGT
582
Capital Guardian Trust
California
$14K – – –
MWM
583
MinichMacGregor Wealth Management
New York
$14K – – –
RFM
584
Royal Fund Management
Florida
$14K – – –
SNT
585
Security National Trust
West Virginia
$14K +$4.08K +95 +41%
HFM
586
Hartford Financial Management
Connecticut
$13K – – –
IUHSA
587
Itau Unibanco Holding S.A.
Brazil
$13K +$13K +290 New
ECM
588
Exchange Capital Management
Michigan
$12K – – –
WA
589
WealthTrust-Arizona
Arizona
$12K – – –
AWMS
590
Advocacy Wealth Management Services
Georgia
$12K – – –
HR
591
Howe & Rusling
New York
$12K +$12K +279 New
SWA
592
Sutton Wealth Advisors
Florida
$11.2K – – –
HWP
593
Hefty Wealth Partners
Indiana
$11K – – –
FHA
594
First Horizon Advisors
Tennessee
$10K -$13.6K -311 -58%
AII
595
AGF Investments Inc
Ontario, Canada
$10K – – –
WPA
596
West Paces Advisors
Georgia
$9.6K – – –
ZB
597
Zions Bancorporation
Utah
$9K -$9.54K -213 -51%
DAM
598
Delta Asset Management
Tennessee
$9K – – –
CFS
599
Commonwealth Financial Services
West Virginia
$9K – – –
CB
600
Community Bank
New York
$9K – – –
22 23
24
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