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Xcel Energy
XEL

Overview Fund Activity

783 hedge funds and large institutions have $22.3B invested in Xcel Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 277 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+26
Holders Change %
+3.43%
% of All Funds
16.97%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
88
Increased
277
Reduced
256
Closed
56
Calls
$23.7M
Puts
$10.1M
Net Calls
+$13.6M
Net Calls Change
+$10.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$313M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$127M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$75.7M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$59.7M
5
BS
Banco Santander
Spain
+$55.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
2
Ameriprise
Ameriprise
Minnesota
-$105M
3
Franklin Resources
Franklin Resources
California
-$68.4M
4
SI
Scout Investments
Missouri
-$57.5M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
701
Executive Wealth Management
Michigan
$27K +$8.81K +155 +48%
PWMG
702
Prestige Wealth Management Group
New Jersey
$26K -$10.2K -180 -28%
GAM
703
Gemmer Asset Management
California
$26K -$2.75K -49 -10%
ZB
704
Zions Bancorporation
Utah
$26K -$389 -7 -1%
FIB
705
First Interstate Bank
Montana
$26K – – –
LFA
706
Legacy Financial Advisors
Kentucky
$26K +$3.95K +69 +18%
BBA
707
Braun-Bostich & Associates
Pennsylvania
$25K – – –
OC
708
Oakworth Capital
Alabama
$24K – – –
FQ
709
First Quadrant
California
$23K -$348K -6,241 -94%
TNBTD
710
Trustmark National Bank Trust Department
Mississippi
$23K – – –
PFBT
711
Parkside Financial Bank & Trust
Missouri
$23K +$9.64K +174 +72%
CI
712
CX Institutional
Indiana
$21K +$5.56K +99 +36%
GI
713
Gradient Investments
Minnesota
$21K +$8.19K +149 +64%
CTB
714
Country Trust Bank
Illinois
$20K -$8.11K -142 -29%
SFG
715
SevenBridge Financial Group
Pennsylvania
$20K – – –
Rockefeller Capital Management
716
Rockefeller Capital Management
New York
$20K +$20K +350 New
WB
717
Webster Bank
Connecticut
$18K – – –
RFM
718
Royal Fund Management
Florida
$18K +$107 +2 +0.6%
TA
719
Thor Advisors
New York
$18K +$18K +313 New
AIM
720
Advantage Investment Management
Iowa
$17K -$6.86K -121 -29%
HFM
721
Hartford Financial Management
Connecticut
$17K – – –
DSC
722
Duncker Streett & Co
Missouri
$17K – – –
LWANC
723
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K – – –
FAM
724
Fred Alger Management
New York
$17K +$10.7K +193 +168%
TFGT
725
TS Financial Group (TSFG)
Illinois
$17K +$17K +300 New
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