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Xcel Energy
XEL

Overview Fund Activity

842 hedge funds and large institutions have $28B invested in Xcel Energy in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 259 increasing their positions, 298 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+25
Holders Change %
+3.06%
% of All Funds
17.03%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
96
Increased
259
Reduced
298
Closed
64
Calls
$33.7M
Puts
$10.3M
Net Calls
+$23.4M
Net Calls Change
+$4.55M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$213M
2
Wells Fargo
Wells Fargo
California
+$158M
3
Citadel Advisors
Citadel Advisors
Florida
+$95.6M
4
Capital International Investors
Capital International Investors
California
+$57.3M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$41.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$604M
2
Renaissance Technologies
Renaissance Technologies
New York
-$74.2M
3
CS
Credit Suisse
Switzerland
-$59.9M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$59.1M
5
State Street
State Street
Massachusetts
-$58.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
601
Level Four Advisory Services
Texas
$258K -$11.6K -169 -4%
OFW
602
Omnia Family Wealth
Florida
$255K – – –
SA
603
SRH Advisors
Kansas
$253K – – –
GW
604
GW & Wade
Massachusetts
$253K +$138 +2 +0.1%
WANY
605
Wealthspire Advisors (New York)
New York
$253K +$28K +406 +12%
FAIM
606
Financial Advocates Investment Management
Washington
$252K -$8.62K -125 -3%
SYBT
607
Stock Yards Bank & Trust
Kentucky
$252K – – –
GRP
608
Global Retirement Partners
California
$251K -$1.52K -22 -0.6%
RTC
609
Riverview Trust Company
Washington
$249K -$140K -2,025 -36%
AWE
610
Avidian Wealth Enterprises
Texas
$248K -$2.49K -36 -1%
MAFM
611
Mid Atlantic Financial Management
Pennsylvania
$248K +$2.65K +36 +1%
IFAM
612
Institutional & Family Asset Management
Colorado
$246K +$1.17K +17 +0.5%
TIM
613
Thompson Investment Management
Wisconsin
$241K – – –
SCM
614
Schnieders Capital Management
California
$241K – – –
LIM
615
Leavell Investment Management
Alabama
$239K – – –
DIA
616
Dana Investment Advisors
Wisconsin
$237K -$1.93K -28 -0.8%
FCH
617
Freestone Capital Holdings
Washington
$236K +$236K +3,424 New
ISB
618
Iowa State Bank
Iowa
$235K – – –
PFSC
619
Peoples Financial Services Corp
Pennsylvania
$235K – – –
BWA
620
BDO Wealth Advisors
Florida
$234K – – –
OSAM
621
O'Shaughnessy Asset Management
Connecticut
$234K +$28.9K +420 +14%
WCA
622
Waratah Capital Advisors
Ontario, Canada
$234K +$234K +3,387 New
PSUF
623
People's United Financial
Connecticut
$233K +$69 +1 +0%
BIM
624
Baldwin Investment Management
Pennsylvania
$233K +$233K +3,375 New
SC
625
SouthState Corp
Florida
$232K – – –
23 24
25
26 27