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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 %
LC
751
Lindbrook Capital
California
$82K – – –
TFS
752
TrustCore Financial Services
Tennessee
$80K – – –
FMP
753
Financial Management Professionals
Texas
$77K – – –
FFG
754
Fortem Financial Group
California
$76K +$76K +1,134 New
APP
755
Alpha Paradigm Partners
Illinois
$75K +$75K +1,125 New
Parallax Volatility Advisers
756
Parallax Volatility Advisers
California
$74K -$66.9K -1,006 -47%
HCP
757
Hexagon Capital Partners
Arkansas
$73K – – –
EW
758
Evoke Wealth
California
$71K – – –
WAS
759
Winch Advisory Services
Wisconsin
$71K +$469 +7 +0.7%
CHA
760
Carmichael Hill & Associates
Maryland
$69K – – –
VCM
761
Versant Capital Management
Arizona
$68K -$3.39K -51 -5%
PCG
762
Private Capital Group
Connecticut
$66K -$21.6K -323 -25%
HR
763
Howe & Rusling
New York
$66K – – –
COCM
764
Charter Oak Capital Management
New Hampshire
$66K +$66K +992 New
HWA
765
Heritage Wealth Advisors
Virginia
$65K +$65K +975 New
ANBT
766
American National Bank & Trust
Texas
$64K – – –
SFP
767
Sterling Financial Planning
New Jersey
$63K +$63K +943 New
IA
768
IFS Advisors
Kansas
$63K +$63K +956 New
TVWM
769
Tower View Wealth Management
Wisconsin
$61K – – –
NFG
770
Next Financial Group
Texas
$60K -$2.74K -41 -4%
RAM
771
Riggs Asset Management
Pennsylvania
$60K +$60K +900 New
SWA
772
SOA Wealth Advisors
New York
$60K +$60K +967 New
HFA
773
Hoover Financial Advisors
Pennsylvania
$58K +$58K +920 New
CFO
774
CVA Family Office
Colorado
$55K – – –
NL
775
NVWM LLC
Pennsylvania
$54K – – –
29 30
31
32 33