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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 %
QAM
701
QCI Asset Management
New York
$79K – – –
TPWA
702
TRUE Private Wealth Advisors
Oregon
$78K +$78K +1,222 New
WC
703
Whitnell & Co
Illinois
$77K – – –
WQ
704
Wealth Quarterback
New Jersey
$75.1K +$75.1K +1,183 New
Bessemer Group
705
Bessemer Group
New Jersey
$74K – – –
EW
706
Evoke Wealth
California
$73K – – –
RAM
707
Riggs Asset Management
Pennsylvania
$70K – – –
VCP
708
Verus Capital Partners
Arizona
$70K +$70K +1,102 New
Pacer Advisors
709
Pacer Advisors
Pennsylvania
$68K -$5.73M -90,554 -99%
HR
710
Howe & Rusling
New York
$67K -$109K -1,731 -62%
PWP
711
Personal Wealth Partners
Minnesota
$67K -$10.6K -167 -14%
FMP
712
Financial Management Professionals
Texas
$66K – – –
OIA
713
Optimum Investment Advisors
Illinois
$66K – – –
WAS
714
Winch Advisory Services
Wisconsin
$66K +$384 +6 +0.6%
VCM
715
Versant Capital Management
Arizona
$65K -$3.9K -62 -6%
CHA
716
Carmichael Hill & Associates
Maryland
$65K +$65K +1,030 New
Group One Trading
717
Group One Trading
Illinois
$64K -$398K -6,247 -86%
FGAM
718
Financial Gravity Asset Management
Texas
$63K -$15.2K -44 -19%
PCG
719
Private Capital Group
Connecticut
$62K – – –
FIB
720
First Interstate Bank
Montana
$61K -$12.8K -200 -17%
ANBT
721
American National Bank & Trust
Texas
$61K – – –
MA
722
MUFG Americas
New York
$58K – – –
TVWM
723
Tower View Wealth Management
Wisconsin
$58K – – –
BBHC
724
Brown Brothers Harriman & Co
New York
$57K +$39.6K +622 +228%
TCWM
725
Total Clarity Wealth Management
Illinois
$57K +$57K +893 New
27 28
29
30 31