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Xcel Energy
XEL

Overview Fund Activity

783 hedge funds and large institutions have $22.3B invested in Xcel Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 277 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+26
Holders Change %
+3.43%
% of All Funds
16.97%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
88
Increased
277
Reduced
256
Closed
56
Calls
$23.7M
Puts
$10.1M
Net Calls
+$13.6M
Net Calls Change
+$10.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.2B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$739M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$256M
5
BS
Banco Santander
Spain
$55.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$193M
2
Ameriprise
Ameriprise
Minnesota
$317M
3
Franklin Resources
Franklin Resources
California
$622M
4
SI
Scout Investments
Missouri
$37.4M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
801
Verition Fund Management
Connecticut
– -$881K -17,880 Closed
QC
802
Quadrature Capital
United Kingdom
– -$865K -17,573 Closed
HR
803
Hayden Royal
North Carolina
– -$584K -11,859 Closed
CG
804
Corundum Group
Colorado
– -$528K -10,709 Closed
CA
805
Cetera Advisors
Colorado
– -$524K -10,647 Closed
QT
806
Quantamental Technologies
New York
– -$516K -10,466 Closed
SGCA
807
Steel Grove Capital Advisors
Tennessee
– -$421K -8,479 Closed
OAMU
808
Ostrum Asset Management US
New York
– -$363K -7,359 Closed
TFA
809
Transamerica Financial Advisors
Florida
– -$331K -6,709 Closed
NIT
810
NumerixS Investment Technologies
British Columbia, Canada
– -$291K -5,908 Closed
BIAS
811
Beacon Investment Advisory Services
New Jersey
– -$264K -5,351 Closed
FWIA
812
Fort Washington Investment Advisors
Ohio
– -$251K -5,100 Closed
FBFS
813
First Business Financial Services
Wisconsin
– -$240K -4,872 Closed
PL
814
Perpetual Ltd
Australia
– -$240K -4,863 Closed
TU
815
TDAM USA
Ontario, Canada
– -$218K -4,415 Closed
AI
816
Atria Investments
North Carolina
– -$213K -4,322 Closed
MC
817
Menta Capital
California
– -$207K -4,200 Closed
SGS
818
Sterling Global Strategies
California
– -$117K -2,381 Closed
DWM
819
Doyle Wealth Management
Florida
– -$105K -2,130 Closed
BOPW
820
Brandywine Oak Private Wealth
Pennsylvania
– -$50K -1,034 Closed
MAM
821
Meeder Asset Management
Ohio
– -$44K -900 Closed
FMT
822
First Mercantile Trust
Tennessee
– -$41K -830 Closed
Group One Trading
823
Group One Trading
Illinois
– -$32K -651 Closed
DWA
824
Dougherty Wealth Advisers
Minnesota
– -$27K -500 Closed
WDL
825
Well Done LLC
Michigan
– -$25K -500 Closed
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