XEL icon

Xcel Energy
XEL

Overview Fund Activity

885 hedge funds and large institutions have $26.9B invested in Xcel Energy in 2020 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 299 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
+43
Holders Change %
+5.11%
% of All Funds
15.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
136
Increased
299
Reduced
276
Closed
81
Calls
$80.9M
Puts
$16.4M
Net Calls
+$64.5M
Net Calls Change
+$41.1M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$77.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$58.9M
3
Wells Fargo
Wells Fargo
California
+$52.3M
4
APG Asset Management
APG Asset Management
Netherlands
+$50.8M
5
Capital International Investors
Capital International Investors
California
+$42.2M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$138M
2
Citadel Advisors
Citadel Advisors
Florida
-$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$70.8M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$61.3M
5
American Century Companies
American Century Companies
Missouri
-$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
576
Beacon Pointe Advisors
California
$310K +$115K +1,718 +59%
VPIM
577
Vanguard Personalized Indexing Management
California
$308K +$35.5K +532 +13%
CAMG
578
CWA Asset Management Group
Florida
$305K +$600 +9 +0.2%
NSAM
579
North Star Asset Management
Wisconsin
$305K +$20K +300 +7%
TAM
580
Tealwood Asset Management
Minnesota
$304K – – –
WSTAM
581
Wilbanks Smith & Thomas Asset Management
Virginia
$304K +$32.4K +487 +12%
APP
582
Avantax Planning Partners
Iowa
$303K +$23.3K +350 +8%
PWM
583
Perigon Wealth Management
California
$303K +$303K +4,550 New
BOH
584
Bank of Hawaii
Hawaii
$302K – – –
GHAM
585
Gilman Hill Asset Management
Connecticut
$302K – – –
LIM
586
Leavell Investment Management
Alabama
$302K +$71.2K +1,060 +31%
Cerity Partners
587
Cerity Partners
New York
$300K +$8.68K +130 +3%
MGIA
588
Moneta Group Investment Advisors
Missouri
$300K +$83.6K +1,254 +39%
SA
589
Strategic Advisors
New York
$297K – – –
GLLW
590
Graves Light Lenhart Wealth
Virginia
$297K – – –
RS
591
Retirement Solution
Washington
$296K +$296K +4,433 New
ST
592
Sageworth Trust
Pennsylvania
$293K – – –
APA
593
American Portfolios Advisors
New York
$293K -$770K -11,551 -72%
CW
594
CreativeOne Wealth
Kansas
$292K +$292K +4,387 New
HCM
595
HMS Capital Management
Tennessee
$291K -$2.73K -41 -0.9%
AC
596
Avestar Capital
New York
$291K +$29.3K +437 +11%
BCM
597
Brookstone Capital Management
Illinois
$290K +$867 +13 +0.3%
GIA
598
Gateway Investment Advisers
Ohio
$290K +$27.6K +413 +11%
LWAC
599
Laurel Wealth Advisors (California)
California
$286K -$13.2K -198 -4%
CIM
600
Contravisory Investment Management
Massachusetts
$284K -$25.3K -380 -8%
22 23
24
25 26