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Xcel Energy
XEL

Overview Fund Activity

804 hedge funds and large institutions have $26.3B invested in Xcel Energy in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 273 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+14
Holders Change %
+1.77%
% of All Funds
17.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
76
Increased
274
Reduced
273
Closed
59
Calls
$23.5M
Puts
$16.3M
Net Calls
+$7.2M
Net Calls Change
+$12.5M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$727M
2
BlackRock
BlackRock
New York
+$254M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$82.3M
4
State Street
State Street
Massachusetts
+$46.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$32.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$368M
2
SI
Scout Investments
Missouri
-$115M
3
Bank of America
Bank of America
North Carolina
-$89.7M
4
CTA
Carillon Tower Advisers
Florida
-$78.7M
5
BC
Brookfield Corp
Ontario, Canada
-$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
726
Gemmer Asset Management
California
$30K – – –
PFBT
727
Parkside Financial Bank & Trust
Missouri
$29K +$1.36K +21 +5%
NCM
728
Next Capital Management
New York
$28K – – –
SLF
729
Sun Life Financial
Ontario, Canada
$28K +$721 +11 +3%
CI
730
CX Institutional
Indiana
$28K +$1.56K +24 +6%
JWM
731
Janiczek Wealth Management
Colorado
$28K +$28K +430 New
VEA
732
Virtus ETF Advisers
New York
$27K – – –
WAP
733
Wealthcare Advisory Partners
Pennsylvania
$26K -$7.72K -117 -23%
MAM
734
Marquette Asset Management
Minnesota
$26K – – –
RIA
735
Realta Investment Advisors
Delaware
$26K – – –
GI
736
Gradient Investments
Minnesota
$26K +$10.8K +166 +72%
PO
737
Private Ocean
California
$24K +$24K +368 New
CTB
738
Country Trust Bank
Illinois
$23K -$23K -350 -50%
OC
739
Oakworth Capital
Alabama
$22K -$5.12K -80 -19%
RFM
740
Royal Fund Management
Florida
$22K +$194 +3 +0.9%
HS
741
Horan Securities
United States
$21K – – –
WB
742
Webster Bank
Connecticut
$21K – – –
ETI
743
Enterprise Trust & Investment
California
$20K – – –
GEA
744
Glen Eagle Advisors
New Jersey
$19.5K – – –
TFGT
745
TS Financial Group (TSFG)
Illinois
$19K – – –
FCFS
746
First Command Financial Services
Texas
$19K – – –
FCB
747
First Command Bank
Texas
$19K – – –
AIM
748
Advantage Investment Management
Iowa
$19K – – –
LWANC
749
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K – – –
BBHC
750
Brown Brothers Harriman & Co
New York
$18K -$233K -3,538 -93%
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30
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