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Xcel Energy
XEL

Overview Fund Activity

817 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 279 increasing their positions, 289 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-23
Holders Change %
-2.74%
% of All Funds
16.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.21%
New
68
Increased
279
Reduced
289
Closed
81
Calls
$37.9M
Puts
$19M
Net Calls
+$18.9M
Net Calls Change
+$8.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$761M
2
Capital World Investors
Capital World Investors
California
+$317M
3
BC
Brookfield Corp
Ontario, Canada
+$170M
4
MAM
Magellan Asset Management
Australia
+$135M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$53.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$272M
2
Renaissance Technologies
Renaissance Technologies
New York
-$181M
3
Victory Capital Management
Victory Capital Management
Texas
-$180M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$136M
5
BlackRock
BlackRock
New York
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
576
Private Capital Management (Colorado)
Colorado
$268K +$268K +4,282 New
CIM
577
Contravisory Investment Management
Massachusetts
$267K +$267K +4,190 New
HT
578
Heritage Trust
Oklahoma
$267K +$267K +4,273 New
PAM
579
Peak Asset Management
Colorado
$266K – – –
CRCM
580
Corbett Road Capital Management
Virginia
$265K +$44.4K +712 +20%
JIC
581
Johnson Investment Counsel
Ohio
$265K +$63.7K +1,016 +32%
TWA
582
TCI Wealth Advisors
Arizona
$260K +$187 +3 +0.1%
FHC
583
First Heartland Consultants
Missouri
$258K -$22.7K -363 -8%
WIC
584
Woodmont Investment Counsel
Tennessee
$258K – – –
SBL
585
Sargent Bickham Lagudis
Colorado
$257K +$313 +5 +0.1%
GT
586
Glenview Trust
Kentucky
$256K -$10.6K -170 -4%
AC
587
Avestar Capital
New York
$256K -$7.7K -123 -3%
NB
588
Nicolet Bankshares
Wisconsin
$255K -$173K -2,767 -40%
WSTAM
589
Wilbanks Smith & Thomas Asset Management
Virginia
$255K – – –
APP
590
Avantax Planning Partners
Iowa
$253K – – –
FFBTD
591
First Financial Bank - Trust Division
Ohio
$252K -$12.4K -198 -5%
AIA
592
Affinity Investment Advisors
California
$250K – – –
CTA
593
Chesley Taft & Associates
Illinois
$250K – – –
OSNBOA
594
Old Second National Bank of Aurora
Illinois
$249K – – –
MA
595
Montag & Associates
Georgia
$249K – – –
CFS
596
CRA Financial Services
New Jersey
$249K – – –
GIA
597
Gateway Investment Advisers
Ohio
$247K -$43.5K -697 -15%
LFAS
598
Level Four Advisory Services
Texas
$247K -$2.02K -32 -0.8%
BAM
599
Belpointe Asset Management
Nevada
$247K +$29.8K +478 +14%
Federated Hermes
600
Federated Hermes
Pennsylvania
$246K -$116K -1,855 -32%
22 23
24
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