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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 %
DSC
776
Duncker Streett & Co
Missouri
$18K – – –
LWANC
777
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K – – –
WLPWM
778
Walled Lake Planning & Wealth Management
Illinois
$17K – – –
BL
779
Balentine LLC
Georgia
$17K +$11.6K +192 +213%
RDWM
780
Red Door Wealth Management
Tennessee
$17K +$17K +298 New
JWM
781
Janiczek Wealth Management
Colorado
$16K -$9.96K -165 -38%
PA
782
Procyon Advisors
Connecticut
$16K -$7.32K -123 -31%
OC
783
Oakworth Capital
Alabama
$16K – – –
SWA
784
Sutton Wealth Advisors
Florida
$15.6K +$482 +8 +3%
OSAM
785
O'Shaughnessy Asset Management
Connecticut
$14K -$117K -1,903 -89%
CDIA
786
Capital Directions Investment Advisors
Georgia
$14K – – –
VEA
787
Virtus ETF Advisers
New York
$13K -$11.4K -191 -47%
TFO
788
Tarbox Family Office
California
$13K +$8.15K +136 +168%
DWM
789
Darwin Wealth Management
Florida
$13K +$13K +217 New
CVA
790
Ceredex Value Advisors
Florida
$12K -$65.5M -1,091,350 -100%
CFN
791
Cordasco Financial Network
Florida
$12K – – –
CCM
792
Covington Capital Management
California
$12K – – –
SCA
793
Stuart Chaussee & Associates
California
$12K – – –
WFMPM
794
Woodley Farra Manion Portfolio Management
Indiana
$11K – – –
VNA
795
Valley National Advisers
Pennsylvania
$11K – – –
KFS
796
Kelly Financial Services
Massachusetts
$10.3K – – –
WPA
797
West Paces Advisors
Georgia
$10.3K -$2.77K -46 -21%
Loomis, Sayles & Company
798
Loomis, Sayles & Company
Massachusetts
$10K – – –
IRC
799
Investors Research Corp
Georgia
$10K – – –
CFFP
800
Center for Financial Planning
Michigan
$10K +$10K +168 New
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