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Xcel Energy
XEL

Overview Fund Activity

790 hedge funds and large institutions have $24B invested in Xcel Energy in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 248 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+7
Holders Change %
+0.89%
% of All Funds
17.19%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
77
Increased
282
Reduced
248
Closed
57
Calls
$6.79M
Puts
$12.1M
Net Calls
-$5.3M
Net Calls Change
-$18.9M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$488M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$130M
3
SI
Scout Investments
Missouri
+$77.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$54.5M
5
CTA
Carillon Tower Advisers
Florida
+$53.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
2
Boston Partners
Boston Partners
Massachusetts
-$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.6M
4
BS
Banco Santander
Spain
-$55.1M
5
ATN
AMF Tjänstepension
Sweden
-$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
601
Schnieders Capital Management
California
$201K +$201K +3,386 New
GWM
602
GSB Wealth Management
Connecticut
$200K -$200K -3,365 -50%
IFAM
603
Institutional & Family Asset Management
Colorado
$200K +$1.13K +19 +0.6%
TCOV
604
Trust Company of Vermont
Vermont
$198K – – –
Point72 Asset Management
605
Point72 Asset Management
Connecticut
$196K +$196K +3,300 New
HCM
606
Hilton Capital Management
New York
$190K – – –
HI
607
Hudock Inc
Pennsylvania
$190K – – –
SHJ
608
Sharkey, Howes & Javer
Colorado
$187K +$894 +15 +0.5%
NIM
609
NuWave Investment Management
New Jersey
$186K -$525K -8,803 -74%
CIAS
610
Capital Investment Advisory Services
North Carolina
$176K +$146K +2,397 +479%
CF
611
Centaurus Financial
California
$176K +$166K +2,801 +1,708%
GSC
612
G&S Capital
Colorado
$175K +$40.5K +681 +30%
RFA
613
Reilly Financial Advisors
California
$173K – – –
CAGAS
614
Capital Advisory Group Advisory Services
Minnesota
$173K – – –
DWM
615
Doyle Wealth Management
Florida
$173K +$173K +2,910 New
HDIM
616
Hanson & Doremus Investment Management
Vermont
$170K -$3.27K -55 -2%
HR
617
Howe & Rusling
New York
$166K -$1.55K -26 -0.9%
FCMT
618
Founders Capital Management (Texas)
Texas
$166K – – –
IF
619
Ironwood Financial
Arizona
$156K -$21.1K -355 -12%
BAM
620
Barrett Asset Management
New York
$153K – – –
SSB
621
Sandy Spring Bank
Maryland
$151K +$5.92K +99 +4%
CG
622
Cutler Group
California
$150K +$150K +2,526 New
ST
623
Smithfield Trust
Pennsylvania
$147K – – –
FMTCOCP
624
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$142K -$10.1K -170 -7%
JGIA
625
Jackson Grant Investment Advisers
Connecticut
$141K – – –
23 24
25
26 27