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Xcel Energy
XEL

Overview Fund Activity

885 hedge funds and large institutions have $26.9B invested in Xcel Energy in 2020 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 299 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
+43
Holders Change %
+5.11%
% of All Funds
15.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
136
Increased
299
Reduced
276
Closed
81
Calls
$80.9M
Puts
$16.4M
Net Calls
+$64.5M
Net Calls Change
+$41.1M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$77.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$58.9M
3
Wells Fargo
Wells Fargo
California
+$52.3M
4
APG Asset Management
APG Asset Management
Netherlands
+$50.8M
5
Capital International Investors
Capital International Investors
California
+$42.2M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$138M
2
Citadel Advisors
Citadel Advisors
Florida
-$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$70.8M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$61.3M
5
American Century Companies
American Century Companies
Missouri
-$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWS
601
Insight Wealth Strategies
California
$283K -$40.1K -601 -12%
JFA
602
JNBA Financial Advisors
Minnesota
$283K -$31.2K -467 -10%
CRCM
603
Corbett Road Capital Management
Virginia
$282K -$21.1K -316 -7%
AF
604
Affiance Financial
Minnesota
$281K +$4.21K +63 +2%
BAM
605
Belpointe Asset Management
Nevada
$280K -$3.2K -48 -1%
TWA
606
TCI Wealth Advisors
Arizona
$278K – – –
BTWM
607
Baker Tilly Wealth Management
Wisconsin
$277K +$277K +4,149 New
UWM
608
USAdvisors Wealth Management
Minnesota
$276K +$4.42K +69 +2%
WIC
609
Woodmont Investment Counsel
Tennessee
$275K – – –
MAM
610
Meeder Asset Management
Ohio
$274K -$2M -29,894 -88%
GT
611
Glenview Trust
Kentucky
$274K – – –
OIA
612
OneDigital Investment Advisors
Kansas
$272K -$222K -3,332 -45%
WJWM
613
Williams Jones Wealth Management
New York
$272K – – –
WA
614
Wealth Alliance
New York
$271K +$12.8K +191 +5%
PAMG
615
Patton Albertson Miller Group
Tennessee
$270K – – –
DWP
616
Destiny Wealth Partners
Florida
$270K +$270K +4,043 New
CAM
617
Cresset Asset Management
Illinois
$268K -$19.9K -297 -7%
NAS
618
Nicolet Advisory Services
Wisconsin
$268K +$49.9K +749 +23%
AIA
619
Affinity Investment Advisors
California
$267K – – –
CTA
620
Chesley Taft & Associates
Illinois
$267K – – –
FFBTD
621
First Financial Bank - Trust Division
Ohio
$266K -$933 -14 -0.3%
MA
622
Montag & Associates
Georgia
$266K – – –
CFS
623
CRA Financial Services
New Jersey
$266K – – –
MPPW
624
Mitchell & Pahl Private Wealth
Oklahoma
$266K +$266K +3,996 New
OSNBOA
625
Old Second National Bank of Aurora
Illinois
$265K – – –
23 24
25
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