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Xcel Energy
XEL

Overview Fund Activity

885 hedge funds and large institutions have $26.9B invested in Xcel Energy in 2020 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 299 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
+43
Holders Change %
+5.11%
% of All Funds
15.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
136
Increased
299
Reduced
276
Closed
81
Calls
$80.9M
Puts
$16.4M
Net Calls
+$64.5M
Net Calls Change
+$41.1M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$77.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$58.9M
3
Wells Fargo
Wells Fargo
California
+$52.3M
4
APG Asset Management
APG Asset Management
Netherlands
+$50.8M
5
Capital International Investors
Capital International Investors
California
+$42.2M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$138M
2
Citadel Advisors
Citadel Advisors
Florida
-$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$70.8M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$61.3M
5
American Century Companies
American Century Companies
Missouri
-$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
651
Washington Trust
Rhode Island
$239K -$18K -270 -7%
IFAM
652
Institutional & Family Asset Management
Colorado
$239K +$1.07K +16 +0.4%
WA
653
WESPAC Advisors
California
$239K +$239K +3,584 New
APW
654
Austin Private Wealth
Texas
$237K +$237K +3,559 New
CBT
655
CoreFirst Bank & Trust
Kansas
$237K +$237K +3,559 New
FP
656
Financial Perspectives
Minnesota
$237K +$85.3K +1,279 +56%
OFW
657
Omnia Family Wealth
Florida
$233K -$13.4K -200 -5%
TIM
658
Thompson Investment Management
Wisconsin
$233K – – –
SCM
659
Schnieders Capital Management
California
$232K – – –
SBL
660
Sargent Bickham Lagudis
Colorado
$230K -$34.6K -519 -13%
AssetMark Inc
661
AssetMark Inc
California
$229K +$14.4K +217 +7%
ISB
662
Iowa State Bank
Iowa
$227K – – –
PFSC
663
Peoples Financial Services Corp
Pennsylvania
$227K – – –
CBT
664
Capital Bank & Trust
California
$227K +$9.18K +138 +4%
BCI
665
Brinker Capital Investments
Pennsylvania
$227K +$227K +3,390 New
OSAM
666
O'Shaughnessy Asset Management
Connecticut
$226K -$200 -3 -0.1%
BWA
667
BDO Wealth Advisors
Florida
$226K – – –
MAFM
668
Mid Atlantic Financial Management
Pennsylvania
$225K – – –
BIM
669
Baldwin Investment Management
Pennsylvania
$225K – – –
SC
670
SouthState Corp
Florida
$224K – – –
LFAS
671
Level Four Advisory Services
Texas
$222K -$27.6K -414 -11%
DWM
672
Doyle Wealth Management
Florida
$221K – – –
BCM
673
Bayesian Capital Management
New York
$217K +$217K +3,251 New
WAG
674
Winthrop Advisory Group
Massachusetts
$217K +$217K +3,255 New
IA
675
Inspire Advisors
Idaho
$217K +$217K +3,258 New
25 26
27
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