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Xcel Energy
XEL

Overview Fund Activity

757 hedge funds and large institutions have $19.2B invested in Xcel Energy in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 254 increasing their positions, 240 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+62
Holders Change %
+8.92%
% of All Funds
16.89%
Holding in Top 10
14
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+180%
% of All Funds
0.31%
New
123
Increased
254
Reduced
240
Closed
56
Calls
$5.92M
Puts
$2.8M
Net Calls
+$3.12M
Net Calls Change
-$11.3M

Top Buyers

1
Invesco
Invesco
Georgia
+$227M
2
BlackRock
BlackRock
New York
+$150M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$86.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$84.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$81.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60.8M
4
CVA
Ceredex Value Advisors
Florida
-$55.1M
5
Ameriprise
Ameriprise
Minnesota
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
601
Lindbrook Capital
California
$85K +$85K +1,738 New
TCM
602
Tradewinds Capital Management
Washington
$84K – – –
WEC
603
Winslow Evans & Crocker
Massachusetts
$84K – – –
OIA
604
OneDigital Investment Advisors
Kansas
$84K +$84K +1,704 New
First Manhattan
605
First Manhattan
New York
$83K – – –
AF
606
Allworth Financial
California
$81K – – –
TAM
607
Tiverton Asset Management
Delaware
$79K – – –
BCWM
608
Bartlett & Co Wealth Management
Ohio
$78.2K – – –
BC
609
Bartlett & Co
Ohio
$78K – – –
1IA
610
1834 Investment Advisors
Wisconsin
$74K – – –
EWM
611
Endurance Wealth Management
Rhode Island
$74K – – –
S
612
SignatureFD
Georgia
$74K +$4.44K +90 +6%
PCG
613
Private Capital Group
Connecticut
$74K +$10.7K +216 +17%
RA
614
Rational Advisors
New York
$73K +$61K +1,246 +509%
GLI
615
Guardian Life Insurance
New York
$71K – – –
WF
616
WealthTrust Fairport
Ohio
$70K -$15K -307 -18%
WAS
617
Winch Advisory Services
Wisconsin
$70K -$6.84K -138 -9%
JFGIW
618
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K -$1.68K -34 -2%
MCM
619
Manchester Capital Management
Vermont
$69K – – –
SLF
620
Sun Life Financial
Ontario, Canada
$69K +$393 +8 +0.6%
VCM
621
Versant Capital Management
Arizona
$69K +$4.9K +100 +8%
SIS
622
Sound Income Strategies
Florida
$69K +$61.2K +1,244 +787%
TL
623
TrueWealth LLC
Georgia
$68K -$1.13K -23 -2%
KA
624
Kaizen Advisory
Illinois
$65K +$11.2K +230 +21%
QAM
625
QCI Asset Management
New York
$64K -$4.96K -100 -7%
23 24
25
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