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Xcel Energy
XEL

Overview Fund Activity

783 hedge funds and large institutions have $22.3B invested in Xcel Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 277 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+26
Holders Change %
+3.43%
% of All Funds
16.97%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
88
Increased
277
Reduced
256
Closed
56
Calls
$23.7M
Puts
$10.1M
Net Calls
+$13.6M
Net Calls Change
+$10.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$313M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$127M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$75.7M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$59.7M
5
BS
Banco Santander
Spain
+$55.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
2
Ameriprise
Ameriprise
Minnesota
-$105M
3
Franklin Resources
Franklin Resources
California
-$68.4M
4
SI
Scout Investments
Missouri
-$57.5M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
601
Hanson & Doremus Investment Management
Vermont
$164K +$41.8K +742 +34%
RFA
602
Reilly Financial Advisors
California
$163K – – –
HR
603
Howe & Rusling
New York
$158K +$97K +1,731 +159%
FCMT
604
Founders Capital Management (Texas)
Texas
$157K – – –
BAM
605
Barrett Asset Management
New York
$145K – – –
FMTCOCP
606
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$144K – – –
ST
607
Smithfield Trust
Pennsylvania
$139K – – –
SSB
608
Sandy Spring Bank
Maryland
$136K +$10.2K +182 +8%
JGIA
609
Jackson Grant Investment Advisers
Connecticut
$134K +$134K +2,376 New
CFB
610
Cullen/Frost Bankers
Texas
$134K +$134K +2,381 New
KPW
611
Kore Private Wealth
New York
$133K +$133K +2,370 New
BL
612
Balentine LLC
Georgia
$129K – – –
GSC
613
G&S Capital
Colorado
$127K +$80.3K +1,431 +172%
MAM
614
Marquette Asset Management
Minnesota
$127K +$127K +2,256 New
Nomura Holdings
615
Nomura Holdings
Japan
$124K +$124K +2,222 New
NSIM
616
North Star Investment Management
Illinois
$123K – – –
OIA
617
OneDigital Investment Advisors
Kansas
$123K +$26.9K +477 +28%
AF
618
Allworth Financial
California
$121K +$28.2K +500 +30%
JFA
619
JNBA Financial Advisors
Minnesota
$120K – – –
BEI
620
Benjamin Edwards Inc
Missouri
$119K +$119K +2,120 New
RA
621
Rational Advisors
New York
$117K +$33.2K +590 +40%
CFA
622
Carroll Financial Associates
North Carolina
$116K – – –
DZ Bank
623
DZ Bank
Germany
$112K +$112K +2,000 New
WTB
624
Washington Trust Bank
Washington
$106K -$1.3K -23 -1%
ED
625
Exane Derivatives
France
$106K -$13.4K -238 -11%
23 24
25
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