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Xcel Energy
XEL

Overview Fund Activity

842 hedge funds and large institutions have $28B invested in Xcel Energy in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 259 increasing their positions, 298 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+25
Holders Change %
+3.06%
% of All Funds
17.03%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
96
Increased
259
Reduced
298
Closed
64
Calls
$33.7M
Puts
$10.3M
Net Calls
+$23.4M
Net Calls Change
+$4.55M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$213M
2
Wells Fargo
Wells Fargo
California
+$158M
3
Citadel Advisors
Citadel Advisors
Florida
+$95.6M
4
Capital International Investors
Capital International Investors
California
+$57.3M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$41.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$604M
2
Renaissance Technologies
Renaissance Technologies
New York
-$74.2M
3
CS
Credit Suisse
Switzerland
-$59.9M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$59.1M
5
State Street
State Street
Massachusetts
-$58.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
726
Manchester Capital Management
Vermont
$71K – – –
HR
727
Howe & Rusling
New York
$69K – – –
ANBT
728
American National Bank & Trust
Texas
$67K – – –
HIA
729
Harbor Investment Advisory
Maryland
$67K +$65.1K +947 +3,507%
NFG
730
Next Financial Group
Texas
$65K +$65K +939 New
TVWM
731
Tower View Wealth Management
Wisconsin
$63K – – –
SC
732
Slow Capital
California
$63K +$63K +908 New
CFO
733
CVA Family Office
Colorado
$57K +$57K +825 New
ONST
734
Old North State Trust
North Carolina
$56K +$56K +805 New
NL
735
NVWM LLC
Pennsylvania
$55K – – –
LWA
736
Lowe Wealth Advisors
Maryland
$45K – – –
CA
737
Clearstead Advisors
Ohio
$45K +$45K +654 New
SIAS
738
Shine Investment Advisory Services
Colorado
$44K – – –
MIP
739
Mondrian Investment Partners
United Kingdom
$43K -$7.24K -103 -14%
AIM
740
Arcadia Investment Management
Michigan
$43K – – –
MRCM
741
M&R Capital Management
New Jersey
$43K – – –
CAL
742
Capital Advisors Ltd
Ohio
$43K – – –
BWM
743
BNC Wealth Management
Oregon
$43K +$43K +629 New
FQ
744
First Quadrant
California
$40K -$505K -7,293 -93%
AIL
745
AGF Investments LLC
Ontario, Canada
$40K -$2.85K -41 -7%
PFBT
746
Parkside Financial Bank & Trust
Missouri
$40K +$1.74K +25 +5%
EDRH
747
Edmond de Rothschild Holding
Switzerland
$40K +$19.1K +275 +92%
CFD
748
Creative Financial Designs
Indiana
$36K +$208 +3 +0.6%
GI
749
GS Investments
Minnesota
$35K – – –
MMG
750
Monetary Management Group
Missouri
$35K – – –
28 29
30
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