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Xcel Energy
XEL

Overview Fund Activity

846 hedge funds and large institutions have $25.8B invested in Xcel Energy in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+42
Holders Change %
+5.22%
% of All Funds
16.71%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
113
Increased
292
Reduced
268
Closed
57
Calls
$19.7M
Puts
$10M
Net Calls
+$9.74M
Net Calls Change
+$2.54M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$1.97B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
4
State Street
State Street
Massachusetts
$1.82B
5
CVA
Ceredex Value Advisors
Florida
$69.7M

Top Sellers

1
Invesco
Invesco
Georgia
$247M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$22.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$50.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$235M
5
WG
Winton Group
United Kingdom
$8.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBC
876
Fairfield, Bush & Co
Connecticut
– -$201K -3,099 Closed
NNP
877
Nachman Norwood & Parrott
South Carolina
– -$200K -3,073 Closed
CAGAS
878
Capital Advisory Group Advisory Services
Minnesota
– -$188K -2,911 Closed
CIAS
879
Capital Investment Advisory Services
North Carolina
– -$183K -2,822 Closed
DP
880
Denver PWM
Colorado
– -$151K -2,339 Closed
NCM
881
Nelson Capital Management
California
– -$108K -1,661 Closed
CCM
882
Cribstone Capital Management
Maine
– -$62K -960 Closed
CPA
883
Clear Perspective Advisors
Illinois
– -$54K -900 Closed
GSWM
884
Golden State Wealth Management
California
– -$36K -550 Closed
NCM
885
Next Capital Management
New York
– -$28K -434 Closed
HS
886
Horan Securities
United States
– -$21K -330 Closed
FCB
887
First Command Bank
Texas
– -$19K -294 Closed
FCFS
888
First Command Financial Services
Texas
– -$19K -294 Closed
QCIG
889
Quad-Cities Investment Group
Iowa
– -$17K -266 Closed
AIS
890
AlphaOne Investment Services
Pennsylvania
– -$13K -200 Closed
KPCM
891
Kings Point Capital Management
New York
– -$13K -200 Closed
EWM
892
Elmwood Wealth Management
California
– -$13K -200 Closed
SWP
893
Strategic Wealth Partners
Ohio
– -$12 -199 Closed
HIIFS
894
Harel Insurance Investments & Financial Services
Israel
– -$13K -199 Closed
VFA
895
Valeo Financial Advisors
Indiana
– -$9K -140 Closed
NIC
896
Northwest Investment Counselors
Oregon
– -$4K -67 Closed
LGWM
897
Litman Gregory Wealth Management
California
– -$3K -47 Closed
AA
898
Advisory Alpha
Michigan
– -$1.79K -28 Closed
CFD
899
Creative Financial Designs
Indiana
– -$1K -23 Closed
PFGIA
900
Patriot Financial Group Insurance Agency
Massachusetts
– -$1K -14 Closed
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