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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 %
CAL
726
Capital Advisors Ltd
Ohio
$39K – – –
AIM
727
Arcadia Investment Management
Michigan
$39K – – –
TL
728
TrueWealth LLC
Georgia
$39K – – –
AIL
729
AGF Investments LLC
Ontario, Canada
$39K +$16K +253 +70%
PFBT
730
Parkside Financial Bank & Trust
Missouri
$34K +$3.84K +62 +13%
BL
731
Balentine LLC
Georgia
$34K +$16.1K +254 +90%
MWP
732
Meridian Wealth Partners
Pennsylvania
$33K +$253 +4 +0.8%
DCM
733
Davis Capital Management
Florida
$32K – – –
CFD
734
Creative Financial Designs
Indiana
$32K +$32K +516 New
GI
735
GS Investments
Minnesota
$31.5K – – –
ClearBridge Investments
736
ClearBridge Investments
New York
$31K – – –
MMG
737
Monetary Management Group
Missouri
$31K – – –
PGAM
738
Princeton Global Asset Management
New Jersey
$30K – – –
BCA
739
Berman Capital Advisors
Georgia
$30K +$4.35K +72 +17%
ZB
740
Zions Bancorporation
Utah
$29K -$809 -13 -3%
GAM
741
Gemmer Asset Management
California
$29K – – –
CI
742
CX Institutional
Indiana
$29K +$6.36K +100 +28%
BBA
743
Braun-Bostich & Associates
Pennsylvania
$28K – – –
MF
744
Manchester Financial
California
$27K – – –
PMFA
745
Plante Moran Financial Advisors
Michigan
$27K +$1.29K +21 +5%
MPWT
746
MassMutual Private Wealth & Trust
Connecticut
$25K – – –
MAM
747
Marquette Asset Management
Minnesota
$25K – – –
JCM
748
Jacobi Capital Management
Pennsylvania
$23K – – –
SL
749
Savior LLC
Massachusetts
$23K – – –
NIM
750
NuWave Investment Management
New Jersey
$21K -$280K -4,417 -93%
28 29
30
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