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Xcel Energy
XEL

Overview Fund Activity

790 hedge funds and large institutions have $24B invested in Xcel Energy in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 282 increasing their positions, 248 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+7
Holders Change %
+0.89%
% of All Funds
17.19%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
77
Increased
282
Reduced
248
Closed
57
Calls
$6.79M
Puts
$12.1M
Net Calls
-$5.3M
Net Calls Change
-$18.9M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$697M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$151M
3
SI
Scout Investments
Missouri
$117M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.37B
5
CTA
Carillon Tower Advisers
Florida
$80.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$73.7M
2
Boston Partners
Boston Partners
Massachusetts
$240M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$486M
4
BS
Banco Santander
Spain
$0
5
ATN
AMF Tjänstepension
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
826
Point72 Hong Kong
Hong Kong
– -$74K -1,319 Closed
DBT
827
Dubuque Bank & Trust
Iowa
– -$63K -1,119 Closed
NWM
828
Northwest Wealth Management
Iowa
– -$59K -1,045 Closed
AIC
829
Ameritas Investment Company
Nebraska
– -$46K -815 Closed
ST
830
Somerset Trust
Pennsylvania
– -$34K -606 Closed
BAM
831
Bruderman Asset Management
New York
– -$30K -542 Closed
LFA
832
Legacy Financial Advisors
Kentucky
– -$26K -454 Closed
HFM
833
Hartford Financial Management
Connecticut
– -$17K -300 Closed
DWM
834
Destination Wealth Management
California
– -$14K -253 Closed
CHP
835
Cable Hill Partners
Oregon
– -$12K -217 Closed
Twin Tree Management
836
Twin Tree Management
Texas
– -$11K -191 Closed
FC
837
Ferris Capital
Massachusetts
– -$8K -151 Closed
AIA
838
Alera Investment Advisors
Illinois
– -$8K -147 Closed
TAIM
839
TD Ameritrade Investment Management
Nebraska
– -$7K -120 Closed
AWM
840
Aevitas Wealth Management
Massachusetts
– -$4K -77 Closed
IWP
841
Icon Wealth Partners
Texas
– -$4K -75 Closed
BMM
842
Buffington Mohr McNeal
Idaho
– -$4K -66 Closed
LWA
843
Lenox Wealth Advisors
New York
– -$3K -57 Closed
PWM
844
PRW Wealth Management
Massachusetts
– -$3K -50 Closed
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