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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 %
EF
626
Empirical Finance
Pennsylvania
$215K +$215K +3,440 New
ACP
627
Aveo Capital Partners
Colorado
$214K -$515K -8,247 -71%
6M
628
6 Meridian
Kansas
$214K -$360K -5,751 -63%
PFSC
629
Peoples Financial Services Corp
Pennsylvania
$213K – – –
ISB
630
Iowa State Bank
Iowa
$213K – – –
BWA
631
BDO Wealth Advisors
Florida
$212K – – –
PSUF
632
People's United Financial
Connecticut
$211K -$16.6K -265 -7%
SC
633
SouthState Corp
Florida
$210K -$1.37K -22 -0.6%
PI
634
Putnam Investments
Massachusetts
$210K – – –
GWM
635
GSB Wealth Management
Connecticut
$210K – – –
MAFM
636
Mid Atlantic Financial Management
Pennsylvania
$209K -$7.64K -122 -4%
SW
637
SVB Wealth
Massachusetts
$207K -$34.9K -557 -14%
DWM
638
Doyle Wealth Management
Florida
$207K +$207K +3,310 New
GCP
639
GSA Capital Partners
United Kingdom
$206K +$206K +3,296 New
CBT
640
Capital Bank & Trust
California
$205K – – –
Fisher Asset Management
641
Fisher Asset Management
Washington
$205K +$205K +3,281 New
WANY
642
Wealthspire Advisors (New York)
New York
$204K -$146K -2,335 -42%
MIC
643
Means Investment Company
Maine
$203K +$203K +2,879 New
AW
644
Alpha Windward
Massachusetts
$202K -$4.94K -79 -2%
IAA
645
Independent Advisor Alliance
North Carolina
$202K +$202K +3,237 New
PL
646
Perpetual Ltd
Australia
$200K +$200K +3,200 New
AssetMark Inc
647
AssetMark Inc
California
$197K -$4.64M -74,268 -96%
First Manhattan
648
First Manhattan
New York
$193K +$87.2K +1,400 +82%
Bank Julius Baer & Co
649
Bank Julius Baer & Co
Switzerland
$189K +$189K +3,022 New
FHA
650
Flagship Harbor Advisors
Massachusetts
$188K +$8.9K +143 +5%
24 25
26
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