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Xcel Energy
XEL

Overview Fund Activity

842 hedge funds and large institutions have $28B invested in Xcel Energy in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 259 increasing their positions, 298 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+25
Holders Change %
+3.06%
% of All Funds
17.03%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
96
Increased
259
Reduced
298
Closed
64
Calls
$33.7M
Puts
$10.3M
Net Calls
+$23.4M
Net Calls Change
+$4.55M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$536M
2
Wells Fargo
Wells Fargo
California
$415M
3
Citadel Advisors
Citadel Advisors
Florida
$131M
4
Capital International Investors
Capital International Investors
California
$897M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$64.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$95.3M
2
Renaissance Technologies
Renaissance Technologies
New York
$15.5M
3
CS
Credit Suisse
Switzerland
$72.7M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$338M
5
State Street
State Street
Massachusetts
$1.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
876
Independent Advisor Alliance
North Carolina
– -$202K -3,237 Closed
AWM
877
Apollon Wealth Management
South Carolina
– -$167K -2,667 Closed
FANJ
878
Financial Architects (New Jersey)
New Jersey
– -$141K -2,257 Closed
KPW
879
Kore Private Wealth
New York
– -$108K -1,730 Closed
FC
880
FORA Capital
Florida
– -$107K -1,710 Closed
CG
881
Cutler Group
California
– -$96K -1,536 Closed
RAM
882
Riggs Asset Management
Pennsylvania
– -$68K -1,100 Closed
RCA
883
Reitz Capital Advisors
Michigan
– -$63K -1,000 Closed
HFA
884
Hoover Financial Advisors
Pennsylvania
– -$58K -920 Closed
THWM
885
Taylor Hoffman Wealth Management
Virginia
– -$50K -800 Closed
OCM
886
Ovata Capital Management
Hong Kong
– -$40K -640 Closed
BL
887
Balentine LLC
Georgia
– -$34K -536 Closed
ClearBridge Investments
888
ClearBridge Investments
New York
– -$31K -500 Closed
CFG
889
Citizens Financial Group
Rhode Island
– -$19K -305 Closed
RDWM
890
Red Door Wealth Management
Tennessee
– -$18K -298 Closed
PA
891
Procyon Advisors
Connecticut
– -$18K -288 Closed
VEA
892
Virtus ETF Advisers
New York
– -$14K -218 Closed
VFA
893
Valeo Financial Advisors
Indiana
– -$13K -211 Closed
CFN
894
Cordasco Financial Network
Florida
– -$13K -200 Closed
CB
895
Community Bank
New York
– -$12K -200 Closed
WFMPM
896
Woodley Farra Manion Portfolio Management
Indiana
– -$11K -181 Closed
Loomis, Sayles & Company
897
Loomis, Sayles & Company
Massachusetts
– -$10K -161 Closed
TI
898
tru Independence
Oregon
– -$9 -150 Closed
BFIM
899
Beese Fulmer Investment Management
Ohio
– -$4K -68 Closed
DAM
900
Delta Asset Management
Tennessee
– -$3K -49 Closed
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