XEL icon

Xcel Energy
XEL

Overview Fund Activity

817 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 279 increasing their positions, 289 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-23
Holders Change %
-2.74%
% of All Funds
16.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.21%
New
68
Increased
279
Reduced
289
Closed
81
Calls
$37.9M
Puts
$19M
Net Calls
+$18.9M
Net Calls Change
+$8.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$761M
2
Capital World Investors
Capital World Investors
California
+$317M
3
BC
Brookfield Corp
Ontario, Canada
+$170M
4
MAM
Magellan Asset Management
Australia
+$135M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$53.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$272M
2
Renaissance Technologies
Renaissance Technologies
New York
-$181M
3
Victory Capital Management
Victory Capital Management
Texas
-$180M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$136M
5
BlackRock
BlackRock
New York
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
651
O'Shaughnessy Asset Management
Connecticut
$186K +$172K +2,750 +1,211%
WT
652
Washington Trust
Rhode Island
$183K -$3.13K -50 -2%
CWM
653
Cranbrook Wealth Management
Michigan
$182K – – –
AF
654
Allworth Financial
California
$182K +$47.8K +764 +36%
TCOV
655
Trust Company of Vermont
Vermont
$176K -$31.9K -510 -15%
HPC
656
HM Payson & Co
Maine
$175K -$14.5K -232 -8%
M
657
MOTCO
Texas
$174K +$25.1K +400 +17%
MAM
658
Meeder Asset Management
Ohio
$173K -$859K -13,727 -83%
BAM
659
Barrett Asset Management
New York
$171K – – –
LS
660
Leelyn Smith
Illinois
$169K +$11.2K +180 +7%
ST
661
Smithfield Trust
Pennsylvania
$169K +$14.7K +235 +10%
AWM
662
Apollon Wealth Management
South Carolina
$167K +$167K +2,667 New
BCWM
663
Bartlett & Co Wealth Management
Ohio
$162K – – –
BC
664
Bartlett & Co
Ohio
$161K – – –
CFA
665
Carroll Financial Associates
North Carolina
$160K – – –
BFC
666
Bedel Financial Consulting
Indiana
$153K – – –
SC
667
Steph & Co
Wisconsin
$149K -$62.4K -1,000 -30%
JGIA
668
Jackson Grant Investment Advisers
Connecticut
$149K – – –
AIM
669
AIA Investment Management
Singapore
$147K -$30.6K -489 -17%
FP
670
Financial Perspectives
Minnesota
$142K -$38.8K -620 -21%
IF
671
Ironwood Financial
Arizona
$141K – – –
FANJ
672
Financial Architects (New Jersey)
New Jersey
$141K +$500 +8 +0.4%
FMTCOCP
673
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$137K -$12.5K -200 -8%
EW
674
Evoke Wealth
California
$134K +$66.8K +1,060 +99%
EWM
675
Endurance Wealth Management
Rhode Island
$123K – – –
25 26
27
28 29