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Xcel Energy
XEL

Overview Fund Activity

840 hedge funds and large institutions have $24.7B invested in Xcel Energy in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
-6
Holders Change %
-0.71%
% of All Funds
18.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
86
Increased
284
Reduced
305
Closed
82
Calls
$24.1M
Puts
$13.6M
Net Calls
+$10.5M
Net Calls Change
+$741K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$911M
2
Victory Capital Management
Victory Capital Management
Texas
+$230M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$139M
4
BPSG
Brookfield Public Securities Group
New York
+$135M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$83.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$378M
2
Franklin Resources
Franklin Resources
California
-$366M
3
BlackRock
BlackRock
New York
-$160M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
5
American Century Companies
American Century Companies
Missouri
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
651
Capital Bank & Trust
California
$197K -$3.73K -62 -2%
HPC
652
HM Payson & Co
Maine
$183K -$19.3K -320 -10%
WT
653
Washington Trust
Rhode Island
$180K +$180K +2,976 New
CWM
654
Cranbrook Wealth Management
Michigan
$175K – – –
FP
655
Financial Perspectives
Minnesota
$174K -$8.74K -145 -5%
VC
656
Vestor Capital
Illinois
$174K – – –
FHA
657
Flagship Harbor Advisors
Massachusetts
$174K +$1.03K +17 +0.6%
AIM
658
AIA Investment Management
Singapore
$171K +$15.1K +250 +10%
HDIM
659
Hanson & Doremus Investment Management
Vermont
$165K -$7.68K -127 -4%
BAM
660
Barrett Asset Management
New York
$165K – – –
TRCT
661
Tower Research Capital (TRC)
New York
$162K +$162K +2,680 New
BCWM
662
Bartlett & Co Wealth Management
Ohio
$156K – – –
BC
663
Bartlett & Co
Ohio
$155K +$155K +2,575 New
CFA
664
Carroll Financial Associates
North Carolina
$154K +$30K +500 +24%
LS
665
Leelyn Smith
Illinois
$152K – – –
ED
666
Exane Derivatives
France
$149K – – –
ST
667
Smithfield Trust
Pennsylvania
$149K – – –
BFC
668
Bedel Financial Consulting
Indiana
$148K +$139K +2,300 +1,484%
CAGAS
669
Capital Advisory Group Advisory Services
Minnesota
$145K +$145K +2,411 New
FMTCOCP
670
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$144K – – –
AS
671
Altshuler Shaham
Israel
$143K -$93.1K -1,536 -39%
JGIA
672
Jackson Grant Investment Advisers
Connecticut
$143K – – –
M
673
MOTCO
Texas
$143K +$2.05K +34 +1%
PCM
674
Prelude Capital Management
New York
$143K +$143K +2,371 New
IF
675
Ironwood Financial
Arizona
$136K -$22.6K -375 -14%
25 26
27
28 29