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Xcel Energy
XEL

Overview Fund Activity

840 hedge funds and large institutions have $24.7B invested in Xcel Energy in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
-6
Holders Change %
-0.71%
% of All Funds
18.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
86
Increased
284
Reduced
305
Closed
82
Calls
$24.1M
Puts
$13.6M
Net Calls
+$10.5M
Net Calls Change
+$741K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$911M
2
Victory Capital Management
Victory Capital Management
Texas
+$230M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$139M
4
BPSG
Brookfield Public Securities Group
New York
+$135M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$83.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$378M
2
Franklin Resources
Franklin Resources
California
-$366M
3
BlackRock
BlackRock
New York
-$160M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
5
American Century Companies
American Century Companies
Missouri
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
601
Affinity Investment Advisors
California
$241K – – –
DZ Bank
602
DZ Bank
Germany
$241K +$60.3K +1,000 +33%
OSNBOA
603
Old Second National Bank of Aurora
Illinois
$240K – – –
MA
604
Montag & Associates
Georgia
$240K – – –
CFS
605
CRA Financial Services
New Jersey
$240K +$240K +3,984 New
BA
606
Ballast Advisors
Minnesota
$239K +$30.3K +503 +15%
CIA
607
CSat Investment Advisory
Michigan
$238K +$17.2K +284 +8%
LFAS
608
Level Four Advisory Services
Texas
$238K +$24.7K +409 +12%
B
609
Bailard
California
$237K -$40.5K -671 -15%
BAM
610
Blueshift Asset Management
New Jersey
$236K +$236K +3,912 New
SW
611
SVB Wealth
Massachusetts
$233K -$4.83K -80 -2%
RFA
612
Reilly Financial Advisors
California
$232K – – –
GLR
613
Great Lakes Retirement
Ohio
$231K -$148K -2,497 -39%
NCM
614
Next Capital Management
New York
$230K +$230K +3,809 New
MIA
615
MainStreet Investment Advisors
Illinois
$230K +$230K +3,820 New
RCA
616
Rowland Carmichael Advisors
Arizona
$228K – – –
VAG
617
VisionPoint Advisory Group
Texas
$227K -$2.48M -41,023 -92%
OFW
618
Omnia Family Wealth
Florida
$223K +$12.1K +200 +6%
QCG
619
Quadrant Capital Group
Ohio
$223K +$103K +1,703 +85%
WA
620
Wealth Alliance
New York
$222K +$222K +3,684 New
SYBT
621
Stock Yards Bank & Trust
Kentucky
$220K – – –
PSUF
622
People's United Financial
Connecticut
$220K +$26.7K +442 +14%
AWE
623
Avidian Wealth Enterprises
Texas
$219K -$6.52K -108 -3%
DIA
624
Dana Investment Advisors
Wisconsin
$217K -$51.7K -858 -19%
FAIM
625
Financial Advocates Investment Management
Washington
$216K – – –
23 24
25
26 27