XEL icon

Xcel Energy
XEL

Overview Fund Activity

783 hedge funds and large institutions have $22.3B invested in Xcel Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 277 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+26
Holders Change %
+3.43%
% of All Funds
16.97%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
88
Increased
277
Reduced
256
Closed
56
Calls
$23.7M
Puts
$10.1M
Net Calls
+$13.6M
Net Calls Change
+$10.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$313M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$127M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$75.7M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$59.7M
5
BS
Banco Santander
Spain
+$55.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
2
Ameriprise
Ameriprise
Minnesota
-$105M
3
Franklin Resources
Franklin Resources
California
-$68.4M
4
SI
Scout Investments
Missouri
-$57.5M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
626
IFP Advisors
Florida
$105K -$427K -7,637 -80%
SWM
627
SeaCrest Wealth Management
New York
$101K – – –
PB
628
Pinnacle Bancorp
Nebraska
$99K – – –
LC
629
Lindbrook Capital
California
$97K – – –
NFG
630
Next Financial Group
Texas
$96K -$44.5K -790 -32%
WEC
631
Winslow Evans & Crocker
Massachusetts
$96K – – –
TCM
632
Tradewinds Capital Management
Washington
$96K – – –
NFH
633
NEXT Financial Holdings
Texas
$96K +$96K +1,705 New
First Manhattan
634
First Manhattan
New York
$95K – – –
QCG
635
Quadrant Capital Group
Ohio
$93K +$24.5K +480 +36%
BCWM
636
Bartlett & Co Wealth Management
Ohio
$89.2K – – –
BC
637
Bartlett & Co
Ohio
$89K – – –
MCM
638
Manchester Capital Management
Vermont
$84K – – –
EWM
639
Endurance Wealth Management
Rhode Island
$84K – – –
1IA
640
1834 Investment Advisors
Wisconsin
$84K – – –
GLI
641
Guardian Life Insurance
New York
$83K +$2.35K +42 +3%
WF
642
WealthTrust Fairport
Ohio
$80K – – –
JFGIW
643
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$80K – – –
CIM
644
Centersquare Investment Management
Pennsylvania
$80K +$80K +1,430 New
SIS
645
Sound Income Strategies
Florida
$79K – – –
TL
646
TrueWealth LLC
Georgia
$78K – – –
PHK
647
Point72 Hong Kong
Hong Kong
$74K +$12.3K +220 +20%
PCG
648
Private Capital Group
Connecticut
$73K -$12.1K -212 -14%
VCM
649
Versant Capital Management
Arizona
$73K -$5.59K -100 -7%
QAM
650
QCI Asset Management
New York
$73K – – –
24 25
26
27 28