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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
$2.27B
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$63M
3
Wells Fargo
Wells Fargo
California
$454M
4
APG Asset Management
APG Asset Management
Netherlands
$113M
5
Capital International Investors
Capital International Investors
California
$909M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$4.22M
2
Citadel Advisors
Citadel Advisors
Florida
$22.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.27B
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$265M
5
American Century Companies
American Century Companies
Missouri
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
776
Hudock Inc
Pennsylvania
$53K -$32.4K -489 -38%
OIA
777
Optimum Investment Advisors
Illinois
$51K -$20.3K -306 -28%
FCA
778
FinTrust Capital Advisors
South Carolina
$51K – – –
AFG
779
Albion Financial Group
Utah
$50K +$50K +756 New
CA
780
Clearstead Advisors
Ohio
$44K – – –
LWA
781
Lowe Wealth Advisors
Maryland
$44K – – –
SIS
782
Sound Income Strategies
Florida
$43K +$42.9K +644 +32,200%
CAL
783
Capital Advisors Ltd
Ohio
$42K – – –
MIP
784
Mondrian Investment Partners
United Kingdom
$41K – – –
VCG
785
Vantage Consulting Group
Virginia
$41K +$41K +616 New
PK
786
Pflug Koory
Nebraska
$41K +$41K +616 New
CWP
787
Concord Wealth Partners
Virginia
$40K +$40K +607 New
FQ
788
First Quadrant
California
$39K – – –
SSC
789
Syverson Strege & Co
Iowa
$37K +$37K +557 New
PFBT
790
Parkside Financial Bank & Trust
Missouri
$36K -$2.62K -39 -7%
AA
791
Addison Advisors
Vermont
$36K +$36K +533 New
CI
792
CX Institutional
Indiana
$35K -$43K -637 -55%
CFD
793
Creative Financial Designs
Indiana
$35K +$201 +3 +0.6%
GI
794
GS Investments
Minnesota
$34K – – –
BCA
795
Berman Capital Advisors
Georgia
$34K +$1.32K +20 +4%
MMG
796
Monetary Management Group
Missouri
$33K – – –
MWP
797
Meridian Wealth Partners
Pennsylvania
$33K +$198 +3 +0.6%
PMFA
798
Plante Moran Financial Advisors
Michigan
$33K +$3.54K +53 +12%
CCA
799
Childress Capital Advisors
Texas
$33K +$33K +490 New
AIL
800
AGF Investments LLC
Ontario, Canada
$32K -$6.41K -96 -17%
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