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Xcel Energy
XEL

Overview Fund Activity

842 hedge funds and large institutions have $28B invested in Xcel Energy in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 259 increasing their positions, 298 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+25
Holders Change %
+3.06%
% of All Funds
17.03%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
96
Increased
259
Reduced
298
Closed
64
Calls
$33.7M
Puts
$10.3M
Net Calls
+$23.4M
Net Calls Change
+$4.55M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$213M
2
Wells Fargo
Wells Fargo
California
+$158M
3
Citadel Advisors
Citadel Advisors
Florida
+$95.6M
4
Capital International Investors
Capital International Investors
California
+$57.3M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$41.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$604M
2
Renaissance Technologies
Renaissance Technologies
New York
-$74.2M
3
CS
Credit Suisse
Switzerland
-$59.9M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$59.1M
5
State Street
State Street
Massachusetts
-$58.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJWM
576
Williams Jones Wealth Management
New York
$281K -$31.7K -459 -10%
WSTAM
577
Wilbanks Smith & Thomas Asset Management
Virginia
$281K – – –
5L
578
55I LLC
Massachusetts
$281K +$281K +4,075 New
Brown Advisory
579
Brown Advisory
Maryland
$280K -$32.3K -468 -10%
AC
580
Avestar Capital
New York
$280K -$13.9K -193 -5%
WAM
581
Wealthspire Advisors (Maryland)
Maryland
$279K +$279K +4,036 New
FFBTD
582
First Financial Bank - Trust Division
Ohio
$277K -$1.66K -24 -0.6%
DZ Bank
583
DZ Bank
Germany
$276K -$322K -4,664 -54%
AIA
584
Affinity Investment Advisors
California
$276K – – –
CTA
585
Chesley Taft & Associates
Illinois
$276K – – –
MA
586
Montag & Associates
Georgia
$275K – – –
CFS
587
CRA Financial Services
New Jersey
$275K – – –
OSNBOA
588
Old Second National Bank of Aurora
Illinois
$275K – – –
PTC
589
Private Trust Company
Ohio
$275K +$20.7K +300 +8%
SBL
590
Sargent Bickham Lagudis
Colorado
$274K -$9.52K -138 -3%
NB
591
Nicolet Bankshares
Wisconsin
$272K -$9.1K -132 -3%
GIA
592
Gateway Investment Advisers
Ohio
$271K -$1.52K -22 -0.6%
B
593
Bailard
California
$271K – – –
CFB
594
Cullen/Frost Bankers
Texas
$270K +$3.59K +52 +1%
WA
595
Wealth Alliance
New York
$267K +$1.66K +24 +0.6%
RFA
596
Reilly Financial Advisors
California
$266K – – –
WT
597
Washington Trust
Rhode Island
$266K +$64.1K +928 +32%
RP
598
Riverbridge Partners
Minnesota
$263K – – –
B
599
Barings
North Carolina
$262K -$106K -1,540 -29%
RCA
600
Rowland Carmichael Advisors
Arizona
$261K – – –
22 23
24
25 26