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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 %
PWMG
676
Prestige Wealth Management Group
New Jersey
$122K +$57.1K +919 +88%
Rockefeller Capital Management
677
Rockefeller Capital Management
New York
$121K +$14.3K +228 +13%
QCMC
678
Quantum Capital Management (California)
California
$119K – – –
TSW
679
Thompson Siegel & Walmsley
Virginia
$118K -$247K -3,950 -68%
FWM
680
Filbrandt Wealth Management
Wisconsin
$118K +$3.07K +49 +3%
HDIM
681
Hanson & Doremus Investment Management
Vermont
$116K -$54.2K -869 -32%
NSIM
682
North Star Investment Management
Illinois
$115K – – –
AA
683
Ancora Advisors
Ohio
$115K – – –
CI Investments Inc
684
CI Investments Inc
Ontario, Canada
$111K -$1.71M -27,286 -94%
PB
685
Pinnacle Bancorp
Nebraska
$110K – – –
KPW
686
Kore Private Wealth
New York
$108K – – –
FC
687
FORA Capital
Florida
$107K -$1.54M -24,547 -93%
TCM
688
Tradewinds Capital Management
Washington
$107K – – –
QCG
689
Quadrant Capital Group
Ohio
$103K -$128K -2,053 -55%
GI
690
Gradient Investments
Minnesota
$101K -$1.32K -21 -1%
FCM
691
Firestone Capital Management
Florida
$99K – – –
CG
692
Cutler Group
California
$96K -$460K -7,360 -83%
WEC
693
Winslow Evans & Crocker
Massachusetts
$96K – – –
LC
694
Lindbrook Capital
California
$88K -$4K -64 -4%
FPFS
695
First Personal Financial Services
North Carolina
$87K -$42.8K -687 -33%
WTC
696
WhitTier Trust Company
Nevada
$86K – – –
CAM
697
Costello Asset Management
Pennsylvania
$86K +$86K +1,375 New
PCG
698
Private Capital Group
Connecticut
$82K -$626 -10 -0.8%
PCM
699
Penserra Capital Management
California
$80K -$7.65K -123 -9%
HI
700
Hudock Inc
Pennsylvania
$80K +$187 +3 +0.2%
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