XEL icon

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
$697M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$151M
3
SI
Scout Investments
Missouri
$117M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.37B
5
CTA
Carillon Tower Advisers
Florida
$80.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$73.7M
2
Boston Partners
Boston Partners
Massachusetts
$240M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$486M
4
BS
Banco Santander
Spain
$0
5
ATN
AMF Tjänstepension
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
726
Horan Securities
United States
$20K +$20K +330 New
WB
727
Webster Bank
Connecticut
$19K – – –
ETI
728
Enterprise Trust & Investment
California
$19K +$19K +314 New
GAM
729
Griffin Asset Management
New York
$19K +$19K +315 New
DSC
730
Duncker Streett & Co
Missouri
$18K – – –
FAM
731
Fred Alger Management
New York
$18K – – –
AIM
732
Advantage Investment Management
Iowa
$18K – – –
LWANC
733
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K – – –
TFGT
734
TS Financial Group (TSFG)
Illinois
$18K – – –
GEA
735
Glen Eagle Advisors
New Jersey
$17.8K – – –
FCFS
736
First Command Financial Services
Texas
$17K -$21.3K -368 -56%
FCB
737
First Command Bank
Texas
$17K -$21.3K -368 -56%
PCP
738
Proficio Capital Partners
Massachusetts
$17K +$1.63K +27 +11%
QCIG
739
Quad-Cities Investment Group
Iowa
$16K +$121 +2 +0.8%
SWA
740
Sutton Wealth Advisors
Florida
$14.9K – – –
GI
741
Gradient Investments
Minnesota
$14K -$9.05K -150 -39%
WPA
742
West Paces Advisors
Georgia
$12.9K – – –
CCM
743
Covington Capital Management
California
$12K – – –
AIS
744
AlphaOne Investment Services
Pennsylvania
$12K – – –
CFN
745
Cordasco Financial Network
Florida
$12K – – –
SCA
746
Stuart Chaussee & Associates
California
$12K – – –
EWM
747
Elmwood Wealth Management
California
$12K – – –
MPWT
748
MassMutual Private Wealth & Trust
Connecticut
$12K +$12K +200 New
VNA
749
Valley National Advisers
Pennsylvania
$11K – – –
SWP
750
Strategic Wealth Partners
Ohio
$11K – – –
28 29
30
31 32