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Xcel Energy
XEL

Overview Fund Activity

840 hedge funds and large institutions have $24.7B invested in Xcel Energy in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
-6
Holders Change %
-0.71%
% of All Funds
18.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
86
Increased
284
Reduced
305
Closed
82
Calls
$24.1M
Puts
$13.6M
Net Calls
+$10.5M
Net Calls Change
+$741K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$911M
2
Victory Capital Management
Victory Capital Management
Texas
+$230M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$139M
4
BPSG
Brookfield Public Securities Group
New York
+$135M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$83.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$378M
2
Franklin Resources
Franklin Resources
California
-$366M
3
BlackRock
BlackRock
New York
-$160M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
5
American Century Companies
American Century Companies
Missouri
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
751
ClearBridge Investments
New York
$30K – – –
MMG
752
Monetary Management Group
Missouri
$30K – – –
PFBT
753
Parkside Financial Bank & Trust
Missouri
$29K – – –
ZB
754
Zions Bancorporation
Utah
$29K +$787 +13 +3%
PGAM
755
Princeton Global Asset Management
New Jersey
$29K +$14.9K +250 +106%
GAM
756
Gemmer Asset Management
California
$28K – – –
TWP
757
TFO Wealth Partners
Ohio
$28K +$28K +474 New
MF
758
Manchester Financial
California
$26K – – –
BBA
759
Braun-Bostich & Associates
Pennsylvania
$26K – – –
PMFA
760
Plante Moran Financial Advisors
Michigan
$25K -$16K -267 -39%
WAP
761
Wealthcare Advisory Partners
Pennsylvania
$25K +$1.37K +23 +6%
MAM
762
Marquette Asset Management
Minnesota
$24K – – –
MPWT
763
MassMutual Private Wealth & Trust
Connecticut
$24K – – –
BCA
764
Berman Capital Advisors
Georgia
$24K +$15K +265 +166%
AIL
765
AGF Investments LLC
Ontario, Canada
$22K -$303 -5 -1%
SL
766
Savior LLC
Massachusetts
$22K – – –
JCM
767
Jacobi Capital Management
Pennsylvania
$22K +$22K +365 New
CI
768
CX Institutional
Indiana
$21K -$4.37K -74 -17%
WB
769
Webster Bank
Connecticut
$20K – – –
HS
770
Horan Securities
United States
$20K +$20K +330 New
ETI
771
Enterprise Trust & Investment
California
$19K – – –
SLF
772
Sun Life Financial
Ontario, Canada
$19K +$420 +7 +2%
GEA
773
Glen Eagle Advisors
New Jersey
$18.1K – – –
CFG
774
Citizens Financial Group
Rhode Island
$18K -$4.22K -71 -19%
TFGT
775
TS Financial Group (TSFG)
Illinois
$18K – – –
29 30
31
32 33