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Xcel Energy
XEL

Overview Fund Activity

804 hedge funds and large institutions have $26.3B invested in Xcel Energy in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 273 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+14
Holders Change %
+1.77%
% of All Funds
17.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
76
Increased
274
Reduced
273
Closed
59
Calls
$23.5M
Puts
$16.3M
Net Calls
+$7.2M
Net Calls Change
+$12.5M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$727M
2
BlackRock
BlackRock
New York
+$254M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$82.3M
4
State Street
State Street
Massachusetts
+$46.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$32.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$368M
2
SI
Scout Investments
Missouri
-$115M
3
Bank of America
Bank of America
North Carolina
-$89.7M
4
CTA
Carillon Tower Advisers
Florida
-$78.7M
5
BC
Brookfield Corp
Ontario, Canada
-$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTCOCP
651
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$155K – – –
JGIA
652
Jackson Grant Investment Advisers
Connecticut
$154K – – –
DP
653
Denver PWM
Colorado
$151K +$151K +2,339 New
TFS
654
TrustCore Financial Services
Tennessee
$147K – – –
FANJ
655
Financial Architects (New Jersey)
New Jersey
$145K +$519 +8 +0.4%
BEI
656
Benjamin Edwards Inc
Missouri
$144K +$12.6K +194 +10%
NSIM
657
North Star Investment Management
Illinois
$142K +$142K +2,195 New
AF
658
Allworth Financial
California
$139K – – –
AIM
659
AIA Investment Management
Singapore
$135K +$135K +2,088 New
BL
660
Balentine LLC
Georgia
$134K +$133K +2,049 +9,757%
CFA
661
Carroll Financial Associates
North Carolina
$133K – – –
EWM
662
Endurance Wealth Management
Rhode Island
$128K +$30.5K +470 +31%
ED
663
Exane Derivatives
France
$123K – – –
QCMC
664
Quantum Capital Management (California)
California
$123K +$123K +1,898 New
MAM
665
Meeder Asset Management
Ohio
$120K +$18.6K +286 +18%
HI
666
Hudock Inc
Pennsylvania
$114K -$93.3K -1,440 -45%
PB
667
Pinnacle Bancorp
Nebraska
$114K – – –
LC
668
Lindbrook Capital
California
$112K – – –
TCM
669
Tradewinds Capital Management
Washington
$111K – – –
First Manhattan
670
First Manhattan
New York
$110K – – –
WEC
671
Winslow Evans & Crocker
Massachusetts
$110K – – –
QCG
672
Quadrant Capital Group
Ohio
$108K – – –
NCM
673
Nelson Capital Management
California
$108K +$50.8K +781 +89%
Rockefeller Capital Management
674
Rockefeller Capital Management
New York
$101K +$91.2K +1,410 +928%
GLI
675
Guardian Life Insurance
New York
$100K +$3.39K +52 +4%
25 26
27
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