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Xcel Energy
XEL

Overview Fund Activity

840 hedge funds and large institutions have $24.7B invested in Xcel Energy in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
-6
Holders Change %
-0.71%
% of All Funds
18.56%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
86
Increased
284
Reduced
305
Closed
82
Calls
$24.1M
Puts
$13.6M
Net Calls
+$10.5M
Net Calls Change
+$741K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$911M
2
Victory Capital Management
Victory Capital Management
Texas
+$230M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$139M
4
BPSG
Brookfield Public Securities Group
New York
+$135M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$83.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$378M
2
Franklin Resources
Franklin Resources
California
-$366M
3
BlackRock
BlackRock
New York
-$160M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$120M
5
American Century Companies
American Century Companies
Missouri
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
876
Lavaca Capital
Texas
– -$244K -3,850 Closed
HCM
877
Hodges Capital Management
Texas
– -$232K -3,650 Closed
SM
878
Sciencast Management
New Jersey
– -$226K -3,622 Closed
CG
879
Corundum Group
Colorado
– -$229K -3,599 Closed
LL
880
LPWM LLC
Minnesota
– -$226K -3,553 Closed
CCMG
881
Clark Capital Management Group
Pennsylvania
– -$217K -3,410 Closed
PL
882
Perpetual Ltd
Australia
– -$203K -3,200 Closed
HCM
883
Hilton Capital Management
New York
– -$203K -3,200 Closed
SHJ
884
Sharkey, Howes & Javer
Colorado
– -$201K -3,165 Closed
AF
885
Affiance Financial
Minnesota
– -$200K -3,147 Closed
CF
886
Centaurus Financial
California
– -$136K -2,137 Closed
PA
887
PSI Advisors
Florida
– -$113K -1,785 Closed
HWM
888
Howard Wealth Management
Connecticut
– -$98K -1,550 Closed
GLI
889
Guardian Life Insurance
New York
– -$98K -1,544 Closed
RA
890
Rational Advisors
New York
– -$92K -1,455 Closed
PWP
891
Personal Wealth Partners
Minnesota
– -$67K -1,057 Closed
Group One Trading
892
Group One Trading
Illinois
– -$64K -1,005 Closed
FIB
893
First Interstate Bank
Montana
– -$61K -955 Closed
TCWM
894
Total Clarity Wealth Management
Illinois
– -$57K -893 Closed
THWM
895
Taylor Hoffman Wealth Management
Virginia
– -$51K -800 Closed
ARMC
896
American Research & Management Company
Massachusetts
– -$44K -700 Closed
ONST
897
Old North State Trust
North Carolina
– -$34K -534 Closed
ACM
898
Anfield Capital Management
California
– -$31K -450 Closed
RIA
899
Realta Investment Advisors
Delaware
– -$24K -398 Closed
PO
900
Private Ocean
California
– -$24K -368 Closed
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