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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 %
TPWA
701
TRUE Private Wealth Advisors
Oregon
$77K +$188 +3 +0.2%
ED
702
Exane Derivatives
France
$76.7K -$78.1K -1,249 -50%
TFS
703
TrustCore Financial Services
Tennessee
$75K -$66K -1,059 -47%
FBT
704
First Bank & Trust
South Dakota
$75K -$25.5K -411 -25%
JFGIW
705
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K – – –
FMP
706
Financial Management Professionals
Texas
$71K +$5.8K +93 +9%
RAM
707
Riggs Asset Management
Pennsylvania
$68K – – –
VCM
708
Versant Capital Management
Arizona
$67K -$11.5K -185 -15%
WAS
709
Winch Advisory Services
Wisconsin
$65K +$435 +7 +0.7%
OIA
710
Optimum Investment Advisors
Illinois
$65K +$12.7K +205 +24%
MCM
711
Manchester Capital Management
Vermont
$64K -$14.9K -240 -19%
CHA
712
Carmichael Hill & Associates
Maryland
$64K – – –
RCA
713
Reitz Capital Advisors
Michigan
$63K +$63K +1,000 New
HR
714
Howe & Rusling
New York
$62K -$4.11K -66 -6%
ANBT
715
American National Bank & Trust
Texas
$60K – – –
HFA
716
Hoover Financial Advisors
Pennsylvania
$58K +$58K +920 New
TVWM
717
Tower View Wealth Management
Wisconsin
$57K – – –
NL
718
NVWM LLC
Pennsylvania
$50K – – –
THWM
719
Taylor Hoffman Wealth Management
Virginia
$50K +$50K +800 New
FCA
720
FinTrust Capital Advisors
South Carolina
$48K – – –
MIP
721
Mondrian Investment Partners
United Kingdom
$45K – – –
LWA
722
Lowe Wealth Advisors
Maryland
$41K – – –
SIAS
723
Shine Investment Advisory Services
Colorado
$40K – – –
OCM
724
Ovata Capital Management
Hong Kong
$40K +$40K +640 New
MRCM
725
M&R Capital Management
New Jersey
$39K -$6.51K -105 -14%
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29
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