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Xcel Energy
XEL

Overview Fund Activity

790 hedge funds and large institutions have $24B invested in Xcel Energy in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 248 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+7
Holders Change %
+0.89%
% of All Funds
17.19%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
77
Increased
282
Reduced
248
Closed
57
Calls
$6.79M
Puts
$12.1M
Net Calls
-$5.3M
Net Calls Change
-$18.9M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$488M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$130M
3
SI
Scout Investments
Missouri
+$77.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$54.5M
5
CTA
Carillon Tower Advisers
Florida
+$53.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
2
Boston Partners
Boston Partners
Massachusetts
-$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.6M
4
BS
Banco Santander
Spain
-$55.1M
5
ATN
AMF Tjänstepension
Sweden
-$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
651
Meeder Asset Management
Ohio
$93K +$93K +1,561 New
FHA
652
Flagship Harbor Advisors
Massachusetts
$92K +$42.8K +719 +87%
EWM
653
Endurance Wealth Management
Rhode Island
$89K – – –
1IA
654
1834 Investment Advisors
Wisconsin
$89K – – –
GLI
655
Guardian Life Insurance
New York
$88K – – –
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84K – – –
SIS
657
Sound Income Strategies
Florida
$83K – – –
TL
658
TrueWealth LLC
Georgia
$82K – – –
MCM
659
Manchester Capital Management
Vermont
$80K -$9.2K -155 -10%
QAM
660
QCI Asset Management
New York
$77K – – –
CAW
661
Cornerstone Advisors (Washington)
Washington
$73K +$8.18K +138 +13%
WC
662
Whitnell & Co
Illinois
$72K – – –
TPWA
663
TRUE Private Wealth Advisors
Oregon
$72K +$72K +1,218 New
PWP
664
Personal Wealth Partners
Minnesota
$71K +$71K +1,188 New
Bessemer Group
665
Bessemer Group
New Jersey
$67K -$7.01K -118 -9%
LWCFA
666
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66K – – –
VCM
667
Versant Capital Management
Arizona
$65K -$12.5K -211 -16%
RAM
668
Riggs Asset Management
Pennsylvania
$65K – – –
FMP
669
Financial Management Professionals
Texas
$62K – – –
OIA
670
Optimum Investment Advisors
Illinois
$62K – – –
WAS
671
Winch Advisory Services
Wisconsin
$61K +$419 +7 +0.7%
PCG
672
Private Capital Group
Connecticut
$58K -$1.39K -30 -2%
CCM
673
Cribstone Capital Management
Maine
$57K – – –
MA
674
MUFG Americas
New York
$54K -$6.05K -102 -10%
TVWM
675
Tower View Wealth Management
Wisconsin
$54K – – –
25 26
27
28 29