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Xcel Energy
XEL

Overview Fund Activity

842 hedge funds and large institutions have $28B invested in Xcel Energy in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 259 increasing their positions, 298 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+25
Holders Change %
+3.06%
% of All Funds
17.03%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
96
Increased
259
Reduced
298
Closed
64
Calls
$33.7M
Puts
$10.3M
Net Calls
+$23.4M
Net Calls Change
+$4.55M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$213M
2
Wells Fargo
Wells Fargo
California
+$158M
3
Citadel Advisors
Citadel Advisors
Florida
+$95.6M
4
Capital International Investors
Capital International Investors
California
+$57.3M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$41.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$604M
2
Renaissance Technologies
Renaissance Technologies
New York
-$74.2M
3
CS
Credit Suisse
Switzerland
-$59.9M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$59.1M
5
State Street
State Street
Massachusetts
-$58.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
651
Sharkey, Howes & Javer
Colorado
$211K +$211K +3,052 New
WP
652
WealthSource Partners
California
$211K +$211K +3,064 New
AIM
653
AIA Investment Management
Singapore
$210K +$47.4K +686 +29%
Bank Julius Baer & Co
654
Bank Julius Baer & Co
Switzerland
$208K -$276 -4 -0.1%
GAM
655
Gotham Asset Management
New York
$208K +$208K +3,020 New
NJBEST
656
New Jersey Better Educational Savings Trust
New Jersey
$207K +$207K +3,000 New
SVWAG
657
Sound View Wealth Advisors Group
Georgia
$206K +$206K +2,985 New
SAG
658
Spotlight Asset Group
Illinois
$205K +$205K +2,970 New
AW
659
ACG Wealth
Georgia
$204K -$136K -1,975 -40%
CC
660
Cipher Capital
New York
$202K -$2.55M -37,018 -93%
BPA
661
Beacon Pointe Advisors
California
$202K -$133K -1,928 -40%
CWM
662
Cranbrook Wealth Management
Michigan
$200K – – –
HCM
663
Hilton Capital Management
New York
$200K +$200K +2,900 New
TC
664
Trust Company
Kansas
$199K +$199K +2,882 New
TCOV
665
Trust Company of Vermont
Vermont
$194K – – –
HPC
666
HM Payson & Co
Maine
$193K – – –
PFS
667
Prospera Financial Services
Texas
$190K -$418K -6,074 -69%
BAM
668
Barrett Asset Management
New York
$189K – – –
ST
669
Smithfield Trust
Pennsylvania
$188K +$1.38K +20 +0.7%
LS
670
Leelyn Smith
Illinois
$187K – – –
CSPIA
671
Cary Street Partners Investment Advisory
Virginia
$182K +$182K +2,642 New
BCWM
672
Bartlett & Co Wealth Management
Ohio
$179K – – –
BC
673
Bartlett & Co
Ohio
$178K – – –
CFA
674
Carroll Financial Associates
North Carolina
$177K – – –
BFC
675
Bedel Financial Consulting
Indiana
$169K – – –
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