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Xcel Energy
XEL

Overview Fund Activity

846 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+42
Holders Change %
+5.22%
% of All Funds
16.71%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
113
Increased
292
Reduced
268
Closed
57
Calls
$19.7M
Puts
$10M
Net Calls
+$9.74M
Net Calls Change
+$2.54M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$1.97B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
4
State Street
State Street
Massachusetts
$1.82B
5
CVA
Ceredex Value Advisors
Florida
$69.7M

Top Sellers

1
Invesco
Invesco
Georgia
$247M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$22.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$50.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$235M
5
WG
Winton Group
United Kingdom
$8.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
676
North Star Investment Management
Illinois
$117K -$22K -347 -16%
FWM
677
Filbrandt Wealth Management
Wisconsin
$117K +$117K +1,843 New
PCM
678
Penserra Capital Management
California
$116K -$1.51M -24,122 -93%
QCG
679
Quadrant Capital Group
Ohio
$116K +$10.2K +175 +10%
GI
680
Gradient Investments
Minnesota
$114K +$88.6K +1,391 +349%
PA
681
PSI Advisors
Florida
$113K +$113K +1,785 New
PB
682
Pinnacle Bancorp
Nebraska
$112K – – –
CFB
683
Cullen/Frost Bankers
Texas
$112K +$44.6K +708 +66%
KPW
684
Kore Private Wealth
New York
$110K +$110K +1,730 New
TCM
685
Tradewinds Capital Management
Washington
$109K – – –
LC
686
Lindbrook Capital
California
$108K -$1.27K -20 -1%
First Manhattan
687
First Manhattan
New York
$107K – – –
Rockefeller Capital Management
688
Rockefeller Capital Management
New York
$106K +$6.44K +101 +6%
FCM
689
Firestone Capital Management
Florida
$100K +$100K +1,580 New
WEC
690
Winslow Evans & Crocker
Massachusetts
$98K -$8.55K -134 -8%
GLI
691
Guardian Life Insurance
New York
$98K +$635 +10 +0.7%
CIM
692
Centersquare Investment Management
Pennsylvania
$98K +$9.55K +150 +11%
HWM
693
Howard Wealth Management
Connecticut
$98K +$98K +1,550 New
PAM
694
Paradigm Asset Management
New York
$95.2K +$95.2K +1,500 New
WTC
695
WhitTier Trust Company
Nevada
$92K +$55.2K +870 +150%
RA
696
Rational Advisors
New York
$92K +$61K +965 +197%
NFG
697
Next Financial Group
Texas
$86K +$20.1K +315 +30%
MCM
698
Manchester Capital Management
Vermont
$81K -$5.11K -80 -6%
JFGIW
699
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81K – – –
HI
700
Hudock Inc
Pennsylvania
$79K -$29.6K -480 -27%
26 27
28
29 30