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Xcel Energy
XEL

Overview Fund Activity

783 hedge funds and large institutions have $22.3B invested in Xcel Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 277 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+26
Holders Change %
+3.43%
% of All Funds
16.97%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
88
Increased
277
Reduced
256
Closed
56
Calls
$23.7M
Puts
$10.1M
Net Calls
+$13.6M
Net Calls Change
+$10.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.2B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$739M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$256M
5
BS
Banco Santander
Spain
$55.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$193M
2
Ameriprise
Ameriprise
Minnesota
$317M
3
Franklin Resources
Franklin Resources
California
$622M
4
SI
Scout Investments
Missouri
$37.4M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSG
751
Black Swift Group
Colorado
$8K +$8K +150 New
TAIM
752
TD Ameritrade Investment Management
Nebraska
$7K -$5.89K -101 -46%
DSI
753
Daiwa SB Investments
Japan
$7K – – –
AP
754
Atwood & Palmer
Missouri
$6K – – –
HI
755
Human Investing
Oregon
$6K – – –
RIA
756
Realta Investment Advisors
Delaware
$6K +$6K +103 New
CFG
757
Citizens Financial Group
Rhode Island
$6K +$6K +110 New
KTC
758
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
AIS
759
Accurate Investment Solutions
Pennsylvania
$5K +$53 +1 +1%
SNT
760
Security National Trust
West Virginia
$4K -$13.4K -251 -77%
CB
761
Community Bank
New York
$4K -$4K -75 -50%
BCA
762
Berman Capital Advisors
Georgia
$4K – – –
PAI
763
Pittenger & Anderson Inc
Nebraska
$4K – – –
SFSIG
764
San Francisco Sentry Investment Group
California
$4K – – –
AWM
765
Aevitas Wealth Management
Massachusetts
$4K – – –
BMM
766
Buffington Mohr McNeal
Idaho
$4K +$4K +66 New
IWP
767
Icon Wealth Partners
Texas
$4K +$4K +75 New
LWA
768
Lenox Wealth Advisors
New York
$3K -$6.21K -118 -67%
PWM
769
PRW Wealth Management
Massachusetts
$3K – – –
FWM
770
Focused Wealth Management
New York
$3K – – –
GWS
771
Glassman Wealth Services
Virginia
$3K +$1.98K +31 +194%
PC
772
Permanens Capital
New York
$3K +$3K +61 New
HGWM
773
Harvest Group Wealth Management
Massachusetts
$3K +$3K +61 New
CF
774
Centaurus Financial
California
$2.93K +$589 +33 +25%
PFGIA
775
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$22.7K -397 -92%
29 30
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