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Xcel Energy
XEL

Overview Fund Activity

790 hedge funds and large institutions have $24B invested in Xcel Energy in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 248 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+7
Holders Change %
+0.89%
% of All Funds
17.19%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
77
Increased
282
Reduced
248
Closed
57
Calls
$6.79M
Puts
$12.1M
Net Calls
-$5.3M
Net Calls Change
-$18.9M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$488M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$130M
3
SI
Scout Investments
Missouri
+$77.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$54.5M
5
CTA
Carillon Tower Advisers
Florida
+$53.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
2
Boston Partners
Boston Partners
Massachusetts
-$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.6M
4
BS
Banco Santander
Spain
-$55.1M
5
ATN
AMF Tjänstepension
Sweden
-$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
576
CSat Investment Advisory
Michigan
$222K +$211K +3,554 +1,953%
EMG
577
Ellington Management Group
Connecticut
$220K -$618K -10,400 -74%
RCA
578
Rowland Carmichael Advisors
Arizona
$220K – – –
AW
579
Alpha Windward
Massachusetts
$218K -$1.22K -20 -0.6%
JIC
580
Johnson Investment Counsel
Ohio
$218K +$218K +3,681 New
SYBT
581
Stock Yards Bank & Trust
Kentucky
$217K – – –
PTC
582
Private Trust Company
Ohio
$216K -$56.3K -949 -21%
LWAC
583
Laurel Wealth Advisors (California)
California
$216K +$416 +7 +0.2%
CCMG
584
Clark Capital Management Group
Pennsylvania
$212K -$11.9K -200 -5%
HPC
585
HM Payson & Co
Maine
$212K +$212K +3,572 New
MNBTD
586
Moody National Bank Trust Division
Texas
$211K – – –
NAS
587
Nicolet Advisory Services
Wisconsin
$210K +$210K +3,533 New
CAM
588
Cresset Asset Management
Illinois
$209K +$6.12K +103 +3%
GW
589
GW & Wade
Massachusetts
$209K +$209K +3,508 New
LNC
590
Lincoln National Corp
Pennsylvania
$209K +$209K +3,516 New
OFW
591
Omnia Family Wealth
Florida
$207K – – –
FAIM
592
Financial Advocates Investment Management
Washington
$206K +$206K +3,459 New
NFG
593
Noven Financial Group
Colorado
$206K +$206K +3,460 New
EWA
594
EP Wealth Advisors
California
$205K +$205K +3,439 New
SC
595
SouthState Corp
Florida
$205K +$205K +3,439 New
CG
596
Corundum Group
Colorado
$204K +$204K +3,430 New
PFSC
597
Peoples Financial Services Corp
Pennsylvania
$202K – – –
LFAS
598
Level Four Advisory Services
Texas
$202K +$202K +3,395 New
YMRC
599
Yorktown Management & Research Company
Virginia
$202K +$202K +3,400 New
ISB
600
Iowa State Bank
Iowa
$202K +$202K +3,400 New
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