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Xcel Energy
XEL

Overview Fund Activity

817 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 279 increasing their positions, 289 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-23
Holders Change %
-2.74%
% of All Funds
16.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.21%
New
68
Increased
279
Reduced
289
Closed
81
Calls
$37.9M
Puts
$19M
Net Calls
+$18.9M
Net Calls Change
+$8.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$761M
2
Capital World Investors
Capital World Investors
California
+$317M
3
BC
Brookfield Corp
Ontario, Canada
+$170M
4
MAM
Magellan Asset Management
Australia
+$135M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$53.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$272M
2
Renaissance Technologies
Renaissance Technologies
New York
-$181M
3
Victory Capital Management
Victory Capital Management
Texas
-$180M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$136M
5
BlackRock
BlackRock
New York
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
601
Bailard
California
$246K – – –
CFA
602
CWS Financial Advisors
Michigan
$242K – – –
RFA
603
Reilly Financial Advisors
California
$241K – – –
CFB
604
Cullen/Frost Bankers
Texas
$241K +$115K +1,845 +92%
WA
605
Wealth Alliance
New York
$240K +$9.93K +159 +4%
RP
606
Riverbridge Partners
Minnesota
$238K +$238K +3,810 New
RCA
607
Rowland Carmichael Advisors
Arizona
$236K +$187 +3 +0.1%
FAIM
608
Financial Advocates Investment Management
Washington
$236K +$12.2K +195 +5%
PTC
609
Private Trust Company
Ohio
$236K +$22.9K +358 +11%
VPIM
610
Vanguard Personalized Indexing Management
California
$236K +$236K +3,777 New
FA
611
FDx Advisors
Illinois
$232K -$120K -1,916 -34%
OFW
612
Omnia Family Wealth
Florida
$232K – – –
CIA
613
CSat Investment Advisory
Michigan
$230K -$16.2K -259 -7%
SA
614
SRH Advisors
Kansas
$229K -$133K -2,133 -37%
GRP
615
Global Retirement Partners
California
$229K -$56.9K -910 -20%
SYBT
616
Stock Yards Bank & Trust
Kentucky
$229K – – –
GW
617
GW & Wade
Massachusetts
$229K +$12.6K +202 +6%
AWE
618
Avidian Wealth Enterprises
Texas
$227K +$188 +3 +0.1%
HBT
619
Hills Bank & Trust
Iowa
$225K +$225K +3,600 New
IFAM
620
Institutional & Family Asset Management
Colorado
$222K +$13.1K +209 +6%
TIM
621
Thompson Investment Management
Wisconsin
$219K – – –
SCM
622
Schnieders Capital Management
California
$218K -$67.2K -1,075 -24%
DIA
623
Dana Investment Advisors
Wisconsin
$216K -$8.61K -138 -4%
LIM
624
Leavell Investment Management
Alabama
$216K – – –
BBA
625
BLB&B Advisors
Pennsylvania
$216K – – –
23 24
25
26 27