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Xcel Energy
XEL

Overview Fund Activity

783 hedge funds and large institutions have $22.3B invested in Xcel Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 277 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+26
Holders Change %
+3.43%
% of All Funds
16.97%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
88
Increased
277
Reduced
256
Closed
56
Calls
$23.7M
Puts
$10.1M
Net Calls
+$13.6M
Net Calls Change
+$10.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$313M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$127M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$75.7M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$59.7M
5
BS
Banco Santander
Spain
+$55.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
2
Ameriprise
Ameriprise
Minnesota
-$105M
3
Franklin Resources
Franklin Resources
California
-$68.4M
4
SI
Scout Investments
Missouri
-$57.5M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
576
IRON Financial
Illinois
$217K +$217K +3,864 New
LC
577
Lavaca Capital
Texas
$216K – – –
S
578
SignatureFD
Georgia
$215K +$131K +2,330 +155%
PP
579
Prudential plc
United Kingdom
$213K -$56.1K -1,000 -21%
CCMG
580
Clark Capital Management Group
Pennsylvania
$212K +$212K +3,764 New
RCA
581
Rowland Carmichael Advisors
Arizona
$208K -$55.1K -980 -21%
SYBT
582
Stock Yards Bank & Trust
Kentucky
$205K +$205K +3,655 New
LWAC
583
Laurel Wealth Advisors (California)
California
$204K +$204K +3,626 New
AC
584
Avestar Capital
New York
$203K -$14.2K -274 -7%
FANJ
585
Financial Architects (New Jersey)
New Jersey
$203K +$3.83K +68 +2%
AW
586
Alpha Windward
Massachusetts
$202K -$4.9K -87 -2%
CG
587
Caprock Group
Idaho
$202K +$202K +3,560 New
MAFM
588
Mid Atlantic Financial Management
Pennsylvania
$200K -$42.9K -763 -18%
MNBTD
589
Moody National Bank Trust Division
Texas
$200K -$18.1K -322 -8%
OFW
590
Omnia Family Wealth
Florida
$197K – – –
CAM
591
Cresset Asset Management
Illinois
$193K +$27.6K +489 +17%
PFSC
592
Peoples Financial Services Corp
Pennsylvania
$191K – – –
IFAM
593
Institutional & Family Asset Management
Colorado
$188K +$1.07K +19 +0.6%
TCOV
594
Trust Company of Vermont
Vermont
$187K -$7.14K -127 -4%
HCM
595
Hilton Capital Management
New York
$180K – – –
HI
596
Hudock Inc
Pennsylvania
$179K – – –
SHJ
597
Sharkey, Howes & Javer
Colorado
$175K +$897 +16 +0.5%
WAM
598
Wealthspire Advisors (Maryland)
Maryland
$173K -$70.2K -1,252 -29%
IF
599
Ironwood Financial
Arizona
$168K – – –
CAGAS
600
Capital Advisory Group Advisory Services
Minnesota
$164K – – –
22 23
24
25 26