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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 %
Bessemer Group
651
Bessemer Group
New Jersey
$70K +$28.3K +504 +68%
WC
652
Whitnell & Co
Illinois
$68K – – –
TFS
653
TrustCore Financial Services
Tennessee
$66K – – –
NCM
654
Next Capital Management
New York
$64K +$64K +1,141 New
DBT
655
Dubuque Bank & Trust
Iowa
$63K -$59.1K -1,049 -48%
LWCFA
656
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63K -$7.35K -130 -10%
RAM
657
Riggs Asset Management
Pennsylvania
$61K – – –
CAW
658
Cornerstone Advisors (Washington)
Washington
$61K +$4.74K +85 +8%
NWM
659
Northwest Wealth Management
Iowa
$59K -$51.5K -913 -47%
FMP
660
Financial Management Professionals
Texas
$59K -$2.48K -44 -4%
OIA
661
Optimum Investment Advisors
Illinois
$59K – – –
WAS
662
Winch Advisory Services
Wisconsin
$57K -$22.6K -401 -28%
MA
663
MUFG Americas
New York
$57K +$57K +1,012 New
CCM
664
Cribstone Capital Management
Maine
$54K – – –
TVWM
665
Tower View Wealth Management
Wisconsin
$51K – – –
SCM
666
Shelton Capital Management
Colorado
$50.4K -$846K -47,580 -94%
SLF
667
Sun Life Financial
Ontario, Canada
$49K -$29.3K -526 -37%
FCA
668
FinTrust Capital Advisors
South Carolina
$49K – – –
NCM
669
Nelson Capital Management
California
$49K – – –
MIP
670
Mondrian Investment Partners
United Kingdom
$47K – – –
AIC
671
Ameritas Investment Company
Nebraska
$46K -$84.1K -1,490 -65%
VC
672
Vestor Capital
Illinois
$46K – – –
FHA
673
Flagship Harbor Advisors
Massachusetts
$46K +$333 +6 +0.7%
THWM
674
Taylor Hoffman Wealth Management
Virginia
$45K – – –
CAL
675
Capital Analysts LLC
Pennsylvania
$44K -$11K -200 -20%
25 26
27
28 29