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Xcel Energy
XEL

Overview Fund Activity

804 hedge funds and large institutions have $26.3B invested in Xcel Energy in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 273 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+14
Holders Change %
+1.77%
% of All Funds
17.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
76
Increased
274
Reduced
273
Closed
59
Calls
$23.5M
Puts
$16.3M
Net Calls
+$7.2M
Net Calls Change
+$12.5M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$1.49B
2
BlackRock
BlackRock
New York
$3.39B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$923M
4
State Street
State Street
Massachusetts
$1.76B
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$351M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$162M
2
SI
Scout Investments
Missouri
$12.9M
3
Bank of America
Bank of America
North Carolina
$229M
4
CTA
Carillon Tower Advisers
Florida
$8.85M
5
BC
Brookfield Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
826
Clarus Wealth Advisors
Arizona
– -$362K -6,087 Closed
CIA
827
Capital Investment Advisors
Georgia
– -$239K -4,026 Closed
MC
828
Machina Capital
France
– -$235K -3,948 Closed
EWM
829
Evercore Wealth Management
New York
– -$233K -3,929 Closed
EMG
830
Ellington Management Group
Connecticut
– -$220K -3,700 Closed
NFG
831
Noven Financial Group
Colorado
– -$206K -3,460 Closed
CF
832
Centaurus Financial
California
– -$176K -2,965 Closed
DWM
833
Doyle Wealth Management
Florida
– -$173K -2,910 Closed
CG
834
Cutler Group
California
– -$150K -2,526 Closed
CL
835
CSS LLC
Illinois
– -$131K -2,200 Closed
PRC
836
Pearl River Capital
Michigan
– -$124K -2,084 Closed
PCM
837
Prelude Capital Management
New York
– -$105K -1,770 Closed
IWA
838
IBEX Wealth Advisors
New Jersey
– -$103K -1,743 Closed
1IA
839
1834 Investment Advisors
Wisconsin
– -$89K -1,500 Closed
CAW
840
Cornerstone Advisors (Washington)
Washington
– -$73K -1,232 Closed
TPWA
841
TRUE Private Wealth Advisors
Oregon
– -$72K -1,218 Closed
LA
842
Legacy Advisors
Pennsylvania
– -$43K -731 Closed
Parallax Volatility Advisers
843
Parallax Volatility Advisers
California
– -$41K -688 Closed
CC
844
Centiva Capital
New York
– -$37K -620 Closed
DWA
845
Dougherty Wealth Advisers
Minnesota
– -$30K -500 Closed
ACS
846
Archford Capital Strategies
Illinois
– -$29K -495 Closed
EWM
847
Executive Wealth Management
Michigan
– -$28K -476 Closed
BBA
848
Braun-Bostich & Associates
Pennsylvania
– -$27K -450 Closed
MF
849
Manchester Financial
California
– -$26K -438 Closed
TNBTD
850
Trustmark National Bank Trust Department
Mississippi
– -$25K -413 Closed
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