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Xcel Energy
XEL

Overview Fund Activity

846 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+42
Holders Change %
+5.22%
% of All Funds
16.71%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
113
Increased
292
Reduced
268
Closed
57
Calls
$19.7M
Puts
$10M
Net Calls
+$9.74M
Net Calls Change
+$2.54M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$1.97B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
4
State Street
State Street
Massachusetts
$1.82B
5
CVA
Ceredex Value Advisors
Florida
$69.7M

Top Sellers

1
Invesco
Invesco
Georgia
$247M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$22.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$50.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$235M
5
WG
Winton Group
United Kingdom
$8.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIP
726
Mondrian Investment Partners
United Kingdom
$53K – – –
AIC
727
Ameritas Investment Company
Nebraska
$51K -$2.46K -39 -5%
CAL
728
Capital Analysts LLC
Pennsylvania
$51K – – –
NL
729
NVWM LLC
Pennsylvania
$51K – – –
THWM
730
Taylor Hoffman Wealth Management
Virginia
$51K – – –
FCA
731
FinTrust Capital Advisors
South Carolina
$49K – – –
MRCM
732
M&R Capital Management
New Jersey
$46K – – –
PMFA
733
Plante Moran Financial Advisors
Michigan
$44K -$625K -9,728 -93%
ARMC
734
American Research & Management Company
Massachusetts
$44K – – –
LWA
735
Lowe Wealth Advisors
Maryland
$42K – – –
CAL
736
Capital Advisors Ltd
Ohio
$40K – – –
TL
737
TrueWealth LLC
Georgia
$40K – – –
SIAS
738
Shine Investment Advisory Services
Colorado
$40K +$2.21K +35 +6%
AIM
739
Arcadia Investment Management
Michigan
$39K – – –
EFSCE
740
Enterprise Financial Services Corp (EFSC)
Missouri
$39K – – –
ONST
741
Old North State Trust
North Carolina
$34K – – –
FPFS
742
First Personal Financial Services
North Carolina
$33K – – –
MWP
743
Meridian Wealth Partners
Pennsylvania
$33K +$33K +515 New
MMG
744
Monetary Management Group
Missouri
$32K – – –
ClearBridge Investments
745
ClearBridge Investments
New York
$31K – – –
PFBT
746
Parkside Financial Bank & Trust
Missouri
$31K +$2.42K +38 +8%
ACM
747
Anfield Capital Management
California
$31K +$31K +450 New
PWMG
748
Prestige Wealth Management Group
New Jersey
$30K -$5.16K -80 -15%
ZB
749
Zions Bancorporation
Utah
$30K -$773 -12 -3%
GAM
750
Gemmer Asset Management
California
$29K – – –
28 29
30
31 32