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Xcel Energy
XEL

Overview Fund Activity

757 hedge funds and large institutions have $19.2B invested in Xcel Energy in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 254 increasing their positions, 240 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+62
Holders Change %
+8.92%
% of All Funds
16.89%
Holding in Top 10
14
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+180%
% of All Funds
0.31%
New
123
Increased
254
Reduced
240
Closed
56
Calls
$5.92M
Puts
$2.8M
Net Calls
+$3.12M
Net Calls Change
-$11.3M

Top Buyers

1
Invesco
Invesco
Georgia
+$227M
2
BlackRock
BlackRock
New York
+$150M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$86.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$84.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$81.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60.8M
4
CVA
Ceredex Value Advisors
Florida
-$55.1M
5
Ameriprise
Ameriprise
Minnesota
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$2.32B +$150M +3,053,820 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.99B +$86.6M +1,758,123 +5%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.82B +$115M +2,323,970 +7%
State Street
4
State Street
Massachusetts
$1.25B +$42M +846,138 +3%
Franklin Resources
5
Franklin Resources
California
$605M -$30.3M -614,348 -5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$581M -$60.8M -1,234,915 -9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$476M -$68M -1,379,803 -12%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$433M -$15.3M -310,944 -3%
Invesco
9
Invesco
Georgia
$393M +$227M +4,610,474 +137%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$382M +$42.5M +863,010 +12%
Ameriprise
11
Ameriprise
Minnesota
$370M -$43.1M -874,538 -10%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$366M -$81.5M -1,654,890 -18%
Northern Trust
13
Northern Trust
Illinois
$332M +$21.8M +443,462 +7%
Boston Partners
14
Boston Partners
Massachusetts
$285M -$26.8M -544,855 -9%
Renaissance Technologies
15
Renaissance Technologies
New York
$260M +$84.4M +1,712,930 +48%
American Century Companies
16
American Century Companies
Missouri
$256M -$2.98M -60,503 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$254M -$6.29M -127,628 -2%
Legal & General Group
18
Legal & General Group
United Kingdom
$246M +$6.16M +124,968 +3%
Bank of America
19
Bank of America
North Carolina
$245M +$25.4M +514,879 +12%
Goldman Sachs
20
Goldman Sachs
New York
$218M -$19.1M -386,878 -8%
Victory Capital Management
21
Victory Capital Management
Texas
$199M -$556K -11,293 -0.3%
Barrow, Hanley, Mewhinney & Strauss
22
Barrow, Hanley, Mewhinney & Strauss
Texas
$196M -$35.5M -721,480 -15%
Wells Fargo
23
Wells Fargo
California
$184M -$13.4M -271,915 -7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$181M +$6.87M +139,448 +4%
Principal Financial Group
25
Principal Financial Group
Iowa
$177M +$3.66M +74,259 +2%
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