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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 %
WLPWM
826
Walled Lake Planning & Wealth Management
Illinois
$19K – – –
SWA
827
Sutton Wealth Advisors
Florida
$18.7K +$800 +12 +4%
CIA
828
CSat Investment Advisory
Michigan
$18K -$107K -1,573 -86%
OC
829
Oakworth Capital
Alabama
$18K – – –
CCM
830
Covington Capital Management
California
$18K +$1.64K +25 +10%
PGAM
831
Princeton Global Asset Management
New Jersey
$17K – – –
LWM
832
Liberty Wealth Management
California
$17K +$14.3K +227 +540%
CWA
833
Clearview Wealth Advisors
Oregon
$17K +$17K +255 New
TFIPS
834
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.7K +$16.7K +250 New
APWA
835
Atlas Private Wealth Advisors
New Jersey
$16K – – –
FPS
836
Fieldpoint Private Securities
Connecticut
$16K +$16K +240 New
FHA
837
First Horizon Advisors
Tennessee
$14K – – –
Twin Tree Management
838
Twin Tree Management
Texas
$14K +$14K +203 New
AIG
839
American International Group
New York
$13.4K -$238 -3,563 -2%
SCA
840
Stuart Chaussee & Associates
California
$13K – – –
D
841
Diversified
Delaware
$13K +$13K +187 New
KFS
842
Kelly Financial Services
Massachusetts
$11.4K – – –
WPA
843
West Paces Advisors
Georgia
$11.3K – – –
IRC
844
Investors Research Corp
Georgia
$11K – – –
RWG
845
Regal Wealth Group
California
$11K +$66 +1 +0.6%
VNA
846
Valley National Advisers
Pennsylvania
$10K – – –
ETC
847
Exchange Traded Concepts
Oklahoma
$10K +$10K +146 New
RIM
848
Rockbridge Investment Management
New York
$10K +$10K +154 New
CWC
849
Carolinas Wealth Consulting
North Carolina
$8K – – –
ICP
850
Interchange Capital Partners
Pennsylvania
$8K +$8K +127 New
32 33
34
35 36