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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 %
EWM
801
Elmwood Wealth Management
California
$9.1K +$9.1K +200 New
EDRH
802
Edmond de Rothschild Holding
Switzerland
$9K -$15K -250 -63%
BSG
803
Black Swift Group
Colorado
$9K – – –
WCG
804
Weaver Consulting Group
California
$9K – – –
SMFS
805
Squar Milner Financial Services
California
$7K -$353 -6 -5%
SMG
806
Spectrum Management Group
Indiana
$7K +$7K +109 New
FGAM
807
Financial Gravity Asset Management
Texas
$6.71K -$4.29K -71 -39%
BBHC
808
Brown Brothers Harriman & Co
New York
$6K -$46.1K -792 -88%
FHA
809
First Horizon Advisors
Tennessee
$6K – – –
AIS
810
Accurate Investment Solutions
Pennsylvania
$6K – – –
TF
811
TimeScale Financial
Massachusetts
$6K – – –
KTC
812
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
AP
813
Atwood & Palmer
Missouri
$6K – – –
EWA
814
Evolution Wealth Advisors
Florida
$6K +$561 +10 +10%
CB
815
Community Bank
New York
$5K – – –
GWS
816
Glassman Wealth Services
Virginia
$4K -$2.21K -37 -36%
PC
817
Permanens Capital
New York
$4K – – –
PAI
818
Pittenger & Anderson Inc
Nebraska
$4K – – –
SFSIG
819
San Francisco Sentry Investment Group
California
$4K – – –
PW
820
Price Wealth
Texas
$4K +$2.71K +44 +210%
LSA
821
Lion Street Advisors
Texas
$4K +$4K +69 New
SNT
822
Security National Trust
West Virginia
$3K -$1.5K -25 -33%
FWM
823
Focused Wealth Management
New York
$3K – – –
DAM
824
Delta Asset Management
Tennessee
$3K – – –
ADL
825
Asset Dedication LLC
California
$2K -$2.69K -47 -57%
31 32
33
34 35