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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 %
GWM
626
GSB Wealth Management
Connecticut
$232K – – –
CC
627
Centiva Capital
New York
$230K +$230K +3,328 New
DWM
628
Doyle Wealth Management
Florida
$228K – – –
NAS
629
Nicolet Advisory Services
Wisconsin
$226K -$312K -4,520 -58%
CBT
630
Capital Bank & Trust
California
$226K – – –
GIA
631
GHP Investment Advisors
Colorado
$226K +$226K +3,271 New
BBA
632
BLB&B Advisors
Pennsylvania
$225K -$13.8K -200 -6%
BA
633
Ballast Advisors
Minnesota
$225K +$225K +3,265 New
LSAG
634
Lake Street Advisors Group
New Hampshire
$224K +$224K +3,246 New
MGIA
635
Moneta Group Investment Advisors
Missouri
$224K +$224K +3,246 New
SW
636
SVB Wealth
Massachusetts
$223K -$4.4K -64 -2%
AW
637
Alpha Windward
Massachusetts
$223K – – –
FHA
638
Flagship Harbor Advisors
Massachusetts
$223K +$14.6K +212 +7%
OWM
639
Orgel Wealth Management
Wisconsin
$223K +$223K +3,235 New
AssetMark Inc
640
AssetMark Inc
California
$222K +$4.89K +71 +2%
PL
641
Perpetual Ltd
Australia
$221K – – –
PI
642
Putnam Investments
Massachusetts
$220K -$11.2K -162 -5%
RCAG
643
Rehmann Capital Advisory Group
Michigan
$219K +$219K +3,171 New
NNP
644
Nachman Norwood & Parrott
South Carolina
$218K +$218K +3,162 New
JIC
645
Johnson Investment Counsel
Ohio
$217K -$76.6K -1,102 -26%
DI
646
DFPG Investments
Utah
$217K +$217K +3,017 New
FBC
647
Fairfield, Bush & Co
Connecticut
$214K +$214K +3,099 New
First Manhattan
648
First Manhattan
New York
$213K – – –
Nomura Holdings
649
Nomura Holdings
Japan
$212K -$1.12M -16,216 -84%
MIC
650
Means Investment Company
Maine
$211K – – –
24 25
26
27 28