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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 %
TF
851
TimeScale Financial
Massachusetts
$7K – – –
TFO
852
Tarbox Family Office
California
$7K +$1.39K +22 +25%
FA
853
Financial Avengers
California
$7K +$7K +108 New
BBHC
854
Brown Brothers Harriman & Co
New York
$6K -$2.4K -38 -29%
EFSCE
855
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$828 +12 +16%
EWA
856
Evolution Wealth Advisors
Florida
$5K -$7.87K -107 -61%
APC
857
Aspire Private Capital
North Carolina
$5K – – –
PAI
858
Pittenger & Anderson Inc
Nebraska
$5K – – –
ADL
859
Asset Dedication LLC
California
$5K – – –
SIC
860
Salem Investment Counselors
North Carolina
$5K +$5K +78 New
CCA
861
Column Capital Advisors
Indiana
$4K – – –
PC
862
Permanens Capital
New York
$4K – – –
FFC
863
First Financial Corp
Indiana
$3K -$4.88K -78 -62%
CHC
864
City Holding Co
West Virginia
$3K – – –
FWM
865
Focused Wealth Management
New York
$3K – – –
SNT
866
Security National Trust
West Virginia
$3K – – –
SSWG
867
Seven Springs Wealth Group
Tennessee
$3K +$3K +40 New
MLFP
868
MPS Loria Financial Planners
Illinois
$3K +$3K +46 New
DWM
869
Defined Wealth Management
Oregon
$3K +$3K +50 New
CCM
870
Copeland Capital Management
Pennsylvania
$2K – – –
AWA
871
Arkadios Wealth Advisors
Georgia
$2K +$2K +33 New
CWM
872
Curi Wealth Management
North Carolina
$2K +$2K +33 New
TFA
873
Transamerica Financial Advisors
Florida
$1K -$1K -6 -50%
NFSG
874
Newbridge Financial Services Group
Florida
$1K – – –
HGWM
875
Harvest Group Wealth Management
Massachusetts
$1K – – –
33 34
35
36 37