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Xcel Energy
XEL

Overview Fund Activity

757 hedge funds and large institutions have $19.2B invested in Xcel Energy in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 254 increasing their positions, 240 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+62
Holders Change %
+8.92%
% of All Funds
16.89%
Holding in Top 10
14
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+180%
% of All Funds
0.31%
New
123
Increased
254
Reduced
240
Closed
56
Calls
$5.92M
Puts
$2.8M
Net Calls
+$3.12M
Net Calls Change
-$11.3M

Top Buyers

1
Invesco
Invesco
Georgia
+$227M
2
BlackRock
BlackRock
New York
+$150M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$86.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$84.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$81.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60.8M
4
CVA
Ceredex Value Advisors
Florida
-$55.1M
5
Ameriprise
Ameriprise
Minnesota
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
676
Zions Bancorporation
Utah
$23K -$1.4K -29 -6%
FIB
677
First Interstate Bank
Montana
$22K – – –
BBA
678
Braun-Bostich & Associates
Pennsylvania
$22K – – –
JA
679
JOYN Advisors
Georgia
$22K +$2.26K +46 +11%
OC
680
Oakworth Capital
Alabama
$21K -$3.72K -75 -15%
AIM
681
Advantage Investment Management
Iowa
$21K – – –
PFGIA
682
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$21K +432 New
HT
683
Heritage Trust
Oklahoma
$20K -$17.5K -350 -47%
TNBTD
684
Trustmark National Bank Trust Department
Mississippi
$20K – – –
WANY
685
Wealthspire Advisors (New York)
New York
$20K +$20K +412 New
AAMU
686
Amundi Asset Management US
Massachusetts
$19.9K -$2.85K -57,813 -13%
LFA
687
Legacy Financial Advisors
Kentucky
$19K +$7.26K +147 +62%
SWP
688
Strategic Wealth Partners
Ohio
$18K -$4.75K -91 -21%
SFG
689
SevenBridge Financial Group
Pennsylvania
$18K – – –
CCM
690
Covington Capital Management
California
$18K +$8.4K +175 +88%
EWA
691
ERTS Wealth Advisors
Michigan
$18K +$18K +370 New
W
692
WealthOne
New York
$18K +$18K +370 New
SNT
693
Security National Trust
West Virginia
$16K -$49.1K -1,000 -75%
WB
694
Webster Bank
Connecticut
$16K -$22.1K -449 -58%
RFM
695
Royal Fund Management
Florida
$16K +$96 +2 +0.6%
EWM
696
Executive Wealth Management
Michigan
$16K +$16K +320 New
HFM
697
Hartford Financial Management
Connecticut
$15K – – –
DSC
698
Duncker Streett & Co
Missouri
$15K – – –
LWANC
699
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K +$15K +300 New
CI
700
CX Institutional
Indiana
$14K +$1.12K +22 +9%
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