XEL icon

Xcel Energy
XEL

Overview Fund Activity

840 hedge funds and large institutions have $24.7B invested in Xcel Energy in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
-6
Holders Change %
-0.71%
% of All Funds
18.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
86
Increased
284
Reduced
305
Closed
82
Calls
$24.1M
Puts
$13.6M
Net Calls
+$10.5M
Net Calls Change
+$741K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$911M
2
Victory Capital Management
Victory Capital Management
Texas
+$230M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$139M
4
BPSG
Brookfield Public Securities Group
New York
+$135M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$83.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$378M
2
Franklin Resources
Franklin Resources
California
-$366M
3
BlackRock
BlackRock
New York
-$160M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
5
American Century Companies
American Century Companies
Missouri
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
701
Paradigm Asset Management
New York
$90.5K – – –
AT
702
Arden Trust
Delaware
$90K +$90K +1,500 New
LC
703
Lindbrook Capital
California
$89K -$14.3K -237 -14%
Marshall Wace
704
Marshall Wace
United Kingdom
$87K +$87K +1,456 New
PCM
705
Penserra Capital Management
California
$85K -$26.5K -439 -24%
WTC
706
WhitTier Trust Company
Nevada
$83K -$4.21K -70 -5%
RFM
707
Royal Fund Management
Florida
$82K +$61.6K +1,033 +302%
PCG
708
Private Capital Group
Connecticut
$80K +$20.4K +336 +34%
HI
709
Hudock Inc
Pennsylvania
$77K +$180 +3 +0.2%
MCM
710
Manchester Capital Management
Vermont
$76K – – –
QAM
711
QCI Asset Management
New York
$75K – – –
VCM
712
Versant Capital Management
Arizona
$75K +$13.5K +226 +22%
TPWA
713
TRUE Private Wealth Advisors
Oregon
$74K +$121 +2 +0.2%
WQ
714
Wealth Quarterback
New Jersey
$71.6K +$302 +5 +0.4%
JFGIW
715
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68K -$8.72K -145 -11%
VCP
716
Verus Capital Partners
Arizona
$67K +$242 +4 +0.4%
RAM
717
Riggs Asset Management
Pennsylvania
$66K – – –
EW
718
Evoke Wealth
California
$64.7K -$4.68K -77 -7%
HR
719
Howe & Rusling
New York
$64K -$60 -1 -0.1%
FMP
720
Financial Management Professionals
Texas
$63K – – –
WAS
721
Winch Advisory Services
Wisconsin
$63K +$424 +7 +0.7%
PWMG
722
Prestige Wealth Management Group
New Jersey
$63K +$35K +580 +125%
NFG
723
Next Financial Group
Texas
$62K -$19.3K -320 -24%
CHA
724
Carmichael Hill & Associates
Maryland
$62K – – –
PI
725
PineBridge Investments
New York
$62K +$62K +1,031 New
27 28
29
30 31