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Xcel Energy
XEL

Overview Fund Activity

790 hedge funds and large institutions have $24B invested in Xcel Energy in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 248 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+7
Holders Change %
+0.89%
% of All Funds
17.19%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
77
Increased
282
Reduced
248
Closed
57
Calls
$6.79M
Puts
$12.1M
Net Calls
-$5.3M
Net Calls Change
-$18.9M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$697M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$151M
3
SI
Scout Investments
Missouri
$117M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.37B
5
CTA
Carillon Tower Advisers
Florida
$80.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$73.7M
2
Boston Partners
Boston Partners
Massachusetts
$240M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$486M
4
BS
Banco Santander
Spain
$0
5
ATN
AMF Tjänstepension
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
751
Kelly Financial Services
Massachusetts
$10.1K – – –
Rockefeller Capital Management
752
Rockefeller Capital Management
New York
$9K -$11.7K -198 -57%
BFC
753
Bedel Financial Consulting
Indiana
$9K – – –
BSG
754
Black Swift Group
Colorado
$9K – – –
WCG
755
Weaver Consulting Group
California
$9K – – –
VFA
756
Valeo Financial Advisors
Indiana
$8K -$5.09K -89 -39%
CFG
757
Citizens Financial Group
Rhode Island
$7K – – –
SIM
758
Sonora Investment Management
Arizona
$7K +$7K +123 New
FHA
759
First Horizon Advisors
Tennessee
$6K -$9.06K -142 -60%
AIS
760
Accurate Investment Solutions
Pennsylvania
$6K – – –
AP
761
Atwood & Palmer
Missouri
$6K – – –
HI
762
Human Investing
Oregon
$6K – – –
LGWM
763
Litman Gregory Wealth Management
California
$6K +$6K +94 New
TF
764
TimeScale Financial
Massachusetts
$6K +$6K +105 New
GI
765
GS Investments
Minnesota
$5.95K -$28.3K -475 -83%
KTC
766
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
SNT
767
Security National Trust
West Virginia
$4K – – –
SFSIG
768
San Francisco Sentry Investment Group
California
$4K – – –
PC
769
Permanens Capital
New York
$4K – – –
BCA
770
Berman Capital Advisors
Georgia
$4K – – –
PAI
771
Pittenger & Anderson Inc
Nebraska
$4K – – –
CB
772
Community Bank
New York
$4K – – –
TFO
773
Tarbox Family Office
California
$4K +$3.27K +49 +445%
EWA
774
Evolution Wealth Advisors
Florida
$4K +$4K +68 New
FWM
775
Focused Wealth Management
New York
$3K – – –
29 30
31
32 33