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Xcel Energy
XEL

Overview Fund Activity

885 hedge funds and large institutions have $26.9B invested in Xcel Energy in 2020 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 299 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
+43
Holders Change %
+5.11%
% of All Funds
15.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
136
Increased
299
Reduced
276
Closed
81
Calls
$80.9M
Puts
$16.4M
Net Calls
+$64.5M
Net Calls Change
+$41.1M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$77.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$58.9M
3
Wells Fargo
Wells Fargo
California
+$52.3M
4
APG Asset Management
APG Asset Management
Netherlands
+$50.8M
5
Capital International Investors
Capital International Investors
California
+$42.2M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$138M
2
Citadel Advisors
Citadel Advisors
Florida
-$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$70.8M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$61.3M
5
American Century Companies
American Century Companies
Missouri
-$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
726
Manchester Capital Management
Vermont
$135K +$66.6K +1,000 +97%
EWM
727
Endurance Wealth Management
Rhode Island
$131K – – –
TSW
728
Thompson Siegel & Walmsley
Virginia
$126K – – –
HDIM
729
Hanson & Doremus Investment Management
Vermont
$124K – – –
NSIM
730
North Star Investment Management
Illinois
$123K – – –
AA
731
Ancora Advisors
Ohio
$123K – – –
FWM
732
Filbrandt Wealth Management
Wisconsin
$122K – – –
BCWM
733
Bartlett & Co Wealth Management
Ohio
$122K -$51.1K -762 -30%
BC
734
Bartlett & Co
Ohio
$121K -$50.9K -762 -30%
PWMG
735
Prestige Wealth Management Group
New Jersey
$115K -$32.6K -489 -22%
TCM
736
Tradewinds Capital Management
Washington
$114K – – –
QCG
737
Quadrant Capital Group
Ohio
$111K -$28K -422 -20%
GI
738
Gradient Investments
Minnesota
$111K – – –
PB
739
Pinnacle Bancorp
Nebraska
$111K – – –
CI Investments Inc
740
CI Investments Inc
Ontario, Canada
$108K +$1K +15 +0.9%
FCM
741
Firestone Capital Management
Florida
$105K – – –
PWPS
742
Pinnacle Wealth Planning Services
Ohio
$97K +$97K +1,458 New
DAC
743
Dividend Assets Capital
South Carolina
$97K +$97K +1,460 New
TPWA
744
TRUE Private Wealth Advisors
Oregon
$95K +$134 +2 +0.1%
HIA
745
Harbor Investment Advisory
Maryland
$94K +$29.1K +436 +45%
SIM
746
Sonora Investment Management
Arizona
$93K +$93K +1,400 New
WTC
747
WhitTier Trust Company
Nevada
$92K – – –
CAM
748
Costello Asset Management
Pennsylvania
$92K – – –
BFC
749
Bedel Financial Consulting
Indiana
$90K -$73.1K -1,100 -45%
RWB
750
RMR Wealth Builders
New Jersey
$83K +$83K +1,240 New
28 29
30
31 32