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Xcel Energy
XEL

Overview Fund Activity

885 hedge funds and large institutions have $26.9B invested in Xcel Energy in 2020 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 299 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
+43
Holders Change %
+5.11%
% of All Funds
15.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
136
Increased
299
Reduced
276
Closed
81
Calls
$80.9M
Puts
$16.4M
Net Calls
+$64.5M
Net Calls Change
+$41.1M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$77.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$58.9M
3
Wells Fargo
Wells Fargo
California
+$52.3M
4
APG Asset Management
APG Asset Management
Netherlands
+$50.8M
5
Capital International Investors
Capital International Investors
California
+$42.2M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$138M
2
Citadel Advisors
Citadel Advisors
Florida
-$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$70.8M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$61.3M
5
American Century Companies
American Century Companies
Missouri
-$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
701
Smithfield Trust
Pennsylvania
$189K +$6.69K +100 +4%
TCOV
702
Trust Company of Vermont
Vermont
$188K – – –
Capstone Investment Advisors
703
Capstone Investment Advisors
New York
$188K +$188K +2,819 New
HPC
704
HM Payson & Co
Maine
$186K – – –
BAM
705
Barrett Asset Management
New York
$183K – – –
KC
706
Kepos Capital
New York
$183K +$59.5K +892 +48%
ED
707
Exane Derivatives
France
$181K +$82.5K +1,237 +84%
TCA
708
Tortoise Capital Advisors
Kansas
$179K -$5.26M -78,899 -97%
CAAS
709
Capital Asset Advisory Services
Michigan
$176K +$176K +2,625 New
LS
710
Leelyn Smith
Illinois
$174K -$6.68K -100 -4%
CFA
711
Carroll Financial Associates
North Carolina
$171K – – –
WWM
712
Wolff Wiese Magana
California
$169K +$169K +2,529 New
WEC
713
Winslow Evans & Crocker
Massachusetts
$166K +$72.7K +1,091 +78%
SC
714
Steph & Co
Wisconsin
$159K – – –
M
715
MOTCO
Texas
$158K – – –
JGIA
716
Jackson Grant Investment Advisers
Connecticut
$158K – – –
RTC
717
Riverview Trust Company
Washington
$156K -$85.7K -1,281 -35%
Bessemer Group
718
Bessemer Group
New Jersey
$156K +$13.5K +203 +9%
GC
719
Garde Capital
Washington
$153K +$153K +2,298 New
IF
720
Ironwood Financial
Arizona
$150K – – –
FMTCOCP
721
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$146K – – –
AF
722
Allworth Financial
California
$143K -$18K -270 -11%
AWG
723
Altus Wealth Group
Colorado
$141K +$141K +2,114 New
VC
724
Vestor Capital
Illinois
$137K – – –
RPWA
725
Regent Peak Wealth Advisors
Georgia
$136K +$136K +2,034 New
27 28
29
30 31