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Xcel Energy
XEL

Overview Fund Activity

846 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+42
Holders Change %
+5.22%
% of All Funds
16.71%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
113
Increased
292
Reduced
268
Closed
57
Calls
$19.7M
Puts
$10M
Net Calls
+$9.74M
Net Calls Change
+$2.54M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$1.97B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
4
State Street
State Street
Massachusetts
$1.82B
5
CVA
Ceredex Value Advisors
Florida
$69.7M

Top Sellers

1
Invesco
Invesco
Georgia
$247M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$22.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$50.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$235M
5
WG
Winton Group
United Kingdom
$8.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
776
TS Financial Group (TSFG)
Illinois
$19K – – –
TF
777
Tompkins Financial
New York
$19K +$19K +300 New
DSC
778
Duncker Streett & Co
Missouri
$19K +$19K +300 New
WLPWM
779
Walled Lake Planning & Wealth Management
Illinois
$18K +$18K +282 New
OC
780
Oakworth Capital
Alabama
$17K -$4.74K -75 -22%
SWA
781
Sutton Wealth Advisors
Florida
$15.9K – – –
CDIA
782
Capital Directions Investment Advisors
Georgia
$15K +$15K +237 New
WPA
783
West Paces Advisors
Georgia
$13.7K – – –
CCM
784
Covington Capital Management
California
$13K – – –
CFN
785
Cordasco Financial Network
Florida
$13K – – –
SCA
786
Stuart Chaussee & Associates
California
$13K – – –
ACM
787
Allred Capital Management
Texas
$12.7K +$12.7K +200 New
VNA
788
Valley National Advisers
Pennsylvania
$12K – – –
Loomis, Sayles & Company
789
Loomis, Sayles & Company
Massachusetts
$11K -$52.4K -810 -83%
WFMPM
790
Woodley Farra Manion Portfolio Management
Indiana
$11K +$11K +181 New
KFS
791
Kelly Financial Services
Massachusetts
$10.8K – – –
BSG
792
Black Swift Group
Colorado
$10K – – –
BFC
793
Bedel Financial Consulting
Indiana
$10K – – –
IRC
794
Investors Research Corp
Georgia
$10K – – –
WCG
795
Weaver Consulting Group
California
$10K – – –
BCA
796
Berman Capital Advisors
Georgia
$10K +$5.19K +83 +108%
CHAM
797
Clear Harbor Asset Management
Connecticut
$9.84K +$9.84K +155 New
AWM
798
Avior Wealth Management
Nebraska
$9K +$7.34K +128 +441%
VAIA
799
Virtus Alternative Investment Advisers
Connecticut
$9K +$9K +144 New
TI
800
tru Independence
Oregon
$9K +$9K +150 New
30 31
32
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