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Xcel Energy
XEL

Overview Fund Activity

757 hedge funds and large institutions have $19.2B invested in Xcel Energy in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 254 increasing their positions, 240 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+62
Holders Change %
+8.92%
% of All Funds
16.89%
Holding in Top 10
14
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+180%
% of All Funds
0.31%
New
123
Increased
254
Reduced
240
Closed
56
Calls
$5.92M
Puts
$2.8M
Net Calls
+$3.12M
Net Calls Change
-$11.3M

Top Buyers

1
Invesco
Invesco
Georgia
+$227M
2
BlackRock
BlackRock
New York
+$150M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$86.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$84.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$81.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60.8M
4
CVA
Ceredex Value Advisors
Florida
-$55.1M
5
Ameriprise
Ameriprise
Minnesota
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
576
Cresset Asset Management
Illinois
$145K +$145K +2,927 New
RFA
577
Reilly Financial Advisors
California
$143K – – –
CAGAS
578
Capital Advisory Group Advisory Services
Minnesota
$143K – – –
FCMT
579
Founders Capital Management (Texas)
Texas
$137K – – –
BAM
580
Barrett Asset Management
New York
$127K +$37.9K +770 +43%
FMTCOCP
581
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$126K – – –
NFG
582
Next Financial Group
Texas
$123K +$24.2K +490 +24%
ST
583
Smithfield Trust
Pennsylvania
$122K – – –
WTC
584
WhitTier Trust Company
Nevada
$119K +$4.48K +91 +4%
SGS
585
Sterling Global Strategies
California
$117K +$117K +2,381 New
AIC
586
Ameritas Investment Company
Nebraska
$114K +$114K +2,305 New
BL
587
Balentine LLC
Georgia
$113K +$113K +2,300 New
SSB
588
Sandy Spring Bank
Maryland
$111K -$30.7K -621 -22%
NSIM
589
North Star Investment Management
Illinois
$108K – – –
HDIM
590
Hanson & Doremus Investment Management
Vermont
$107K -$36.6K -742 -25%
DBT
591
Dubuque Bank & Trust
Iowa
$107K +$51.8K +1,049 +94%
DWM
592
Doyle Wealth Management
Florida
$105K +$105K +2,130 New
JFA
593
JNBA Financial Advisors
Minnesota
$105K +$105K +2,132 New
ED
594
Exane Derivatives
France
$104K – – –
CFA
595
Carroll Financial Associates
North Carolina
$99K – – –
NWM
596
Northwest Wealth Management
Iowa
$96K +$343 +7 +0.4%
PRC
597
Pearl River Capital
Michigan
$95K +$95K +1,923 New
WTB
598
Washington Trust Bank
Washington
$94K +$1.14K +23 +1%
SWM
599
SeaCrest Wealth Management
New York
$88K +$4.96K +101 +6%
PB
600
Pinnacle Bancorp
Nebraska
$87K +$87K +1,762 New
22 23
24
25 26