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Xcel Energy
XEL

Overview Fund Activity

840 hedge funds and large institutions have $24.7B invested in Xcel Energy in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
-6
Holders Change %
-0.71%
% of All Funds
18.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
86
Increased
284
Reduced
305
Closed
82
Calls
$24.1M
Puts
$13.6M
Net Calls
+$10.5M
Net Calls Change
+$741K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$911M
2
Victory Capital Management
Victory Capital Management
Texas
+$230M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$139M
4
BPSG
Brookfield Public Securities Group
New York
+$135M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$83.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$378M
2
Franklin Resources
Franklin Resources
California
-$366M
3
BlackRock
BlackRock
New York
-$160M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
5
American Century Companies
American Century Companies
Missouri
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
576
IHT Wealth Management
Illinois
$263K -$7.23K -120 -3%
Brown Advisory
577
Brown Advisory
Maryland
$262K -$3.54K -59 -1%
BCM
578
Brookstone Capital Management
Illinois
$261K +$261K +4,336 New
GT
579
Glenview Trust
Kentucky
$258K -$14.9K -246 -5%
NSAM
580
North Star Asset Management
Wisconsin
$258K – – –
CC
581
Centiva Capital
New York
$258K +$258K +4,286 New
PAM
582
Peak Asset Management
Colorado
$257K – – –
BPA
583
Beacon Pointe Advisors
California
$257K +$257K +4,267 New
AC
584
Avestar Capital
New York
$256K +$10.4K +172 +4%
CAM
585
Centre Asset Management
New York
$255K -$152K -2,510 -37%
FFBTD
586
First Financial Bank - Trust Division
Ohio
$255K -$20K -332 -7%
AGM
587
Alpine Global Management
New York
$254K +$254K +4,209 New
BCM
588
Bayesian Capital Management
New York
$253K +$253K +4,195 New
TWA
589
TCI Wealth Advisors
Arizona
$251K -$38.8K -643 -13%
RIM
590
Rampart Investment Management
Connecticut
$249K -$1.41M -23,464 -85%
WIC
591
Woodmont Investment Counsel
Tennessee
$249K -$121K -2,000 -33%
SBSB
592
Sullivan, Bruyette, Speros & Blaney
Virginia
$248K – – –
SBL
593
Sargent Bickham Lagudis
Colorado
$248K +$21.4K +355 +9%
CGL
594
Clarius Group LLC
Washington
$248K +$25.8K +428 +12%
CFA
595
CWS Financial Advisors
Michigan
$246K – – –
WSTAM
596
Wilbanks Smith & Thomas Asset Management
Virginia
$246K – – –
LNC
597
Lincoln National Corp
Pennsylvania
$246K +$3.55K +59 +1%
APP
598
Avantax Planning Partners
Iowa
$244K -$362 -6 -0.1%
CTA
599
Chesley Taft & Associates
Illinois
$241K -$6.02K -100 -2%
AIA
600
Affinity Investment Advisors
California
$241K – – –
22 23
24
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