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Xcel Energy
XEL

Overview Fund Activity

817 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 279 increasing their positions, 289 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-23
Holders Change %
-2.74%
% of All Funds
16.79%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.21%
New
68
Increased
279
Reduced
289
Closed
81
Calls
$37.9M
Puts
$19M
Net Calls
+$18.9M
Net Calls Change
+$8.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$761M
2
Capital World Investors
Capital World Investors
California
+$317M
3
BC
Brookfield Corp
Ontario, Canada
+$170M
4
MAM
Magellan Asset Management
Australia
+$135M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$53.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$272M
2
Renaissance Technologies
Renaissance Technologies
New York
-$181M
3
Victory Capital Management
Victory Capital Management
Texas
-$180M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$136M
5
BlackRock
BlackRock
New York
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
751
Horan Securities
United States
$21K – – –
RA
752
Rational Advisors
New York
$21K +$21K +331 New
AWM
753
Avior Wealth Management
Nebraska
$21K +$21K +349 New
MA
754
MUFG Americas
New York
$20K -$26.9K -436 -57%
WB
755
Webster Bank
Connecticut
$20K – – –
ETI
756
Enterprise Trust & Investment
California
$20K – – –
SLF
757
Sun Life Financial
Ontario, Canada
$19K -$367 -6 -2%
DSC
758
Duncker Streett & Co
Missouri
$19K – – –
LWANC
759
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K – – –
TFGT
760
TS Financial Group (TSFG)
Illinois
$19K – – –
CFG
761
Citizens Financial Group
Rhode Island
$19K +$125 +2 +0.7%
EDRH
762
Edmond de Rothschild Holding
Switzerland
$19K +$9.5K +150 +100%
GEA
763
Glen Eagle Advisors
New Jersey
$18.8K – – –
RDWM
764
Red Door Wealth Management
Tennessee
$18K – – –
WLPWM
765
Walled Lake Planning & Wealth Management
Illinois
$18K – – –
PA
766
Procyon Advisors
Connecticut
$18K +$1.19K +19 +7%
OC
767
Oakworth Capital
Alabama
$17K – – –
JWM
768
Janiczek Wealth Management
Colorado
$17K – – –
SWA
769
Sutton Wealth Advisors
Florida
$16.8K +$563 +9 +3%
APWA
770
Atlas Private Wealth Advisors
New Jersey
$15K +$15K +237 New
VEA
771
Virtus ETF Advisers
New York
$14K – – –
CCM
772
Covington Capital Management
California
$13K – – –
CFN
773
Cordasco Financial Network
Florida
$13K – – –
SCA
774
Stuart Chaussee & Associates
California
$13K – – –
EWM
775
Elmwood Wealth Management
California
$13K – – –
29 30
31
32 33