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Xcel Energy
XEL

Overview Fund Activity

790 hedge funds and large institutions have $24B invested in Xcel Energy in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 248 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+7
Holders Change %
+0.89%
% of All Funds
17.19%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
77
Increased
282
Reduced
248
Closed
57
Calls
$6.79M
Puts
$12.1M
Net Calls
-$5.3M
Net Calls Change
-$18.9M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$488M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$130M
3
SI
Scout Investments
Missouri
+$77.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$54.5M
5
CTA
Carillon Tower Advisers
Florida
+$53.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
2
Boston Partners
Boston Partners
Massachusetts
-$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.6M
4
BS
Banco Santander
Spain
-$55.1M
5
ATN
AMF Tjänstepension
Sweden
-$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
701
ClearBridge Investments
New York
$30K – – –
MMG
702
Monetary Management Group
Missouri
$30K – – –
WAP
703
Wealthcare Advisory Partners
Pennsylvania
$30K +$176 +3 +0.6%
DWA
704
Dougherty Wealth Advisers
Minnesota
$30K +$30K +500 New
ACS
705
Archford Capital Strategies
Illinois
$29K – – –
GAM
706
Gemmer Asset Management
California
$28K – – –
EWM
707
Executive Wealth Management
Michigan
$28K +$59 +1 +0.2%
ZB
708
Zions Bancorporation
Utah
$28K +$586 +10 +2%
PWMG
709
Prestige Wealth Management Group
New Jersey
$27K – – –
BBA
710
Braun-Bostich & Associates
Pennsylvania
$27K – – –
FIB
711
First Interstate Bank
Montana
$27K – – –
NCM
712
Next Capital Management
New York
$26K -$42.4K -707 -62%
MF
713
Manchester Financial
California
$26K +$26K +438 New
SLF
714
Sun Life Financial
Ontario, Canada
$25K -$27.8K -463 -53%
TNBTD
715
Trustmark National Bank Trust Department
Mississippi
$25K – – –
OC
716
Oakworth Capital
Alabama
$25K – – –
PFBT
717
Parkside Financial Bank & Trust
Missouri
$25K +$759 +13 +3%
KFA
718
Krane Funds Advisors
New York
$25K +$25K +421 New
MAM
719
Marquette Asset Management
Minnesota
$24K -$110K -1,851 -82%
VEA
720
Virtus ETF Advisers
New York
$24K -$15.9K -271 -40%
CI
721
CX Institutional
Indiana
$24K +$1.89K +32 +9%
RIA
722
Realta Investment Advisors
Delaware
$24K +$17.8K +294 +285%
CIM
723
Centersquare Investment Management
Pennsylvania
$23K -$61.3K -1,040 -73%
SFG
724
SevenBridge Financial Group
Pennsylvania
$22K – – –
RFM
725
Royal Fund Management
Florida
$20K +$178 +3 +0.9%
27 28
29
30 31