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Xcel Energy
XEL

Overview Fund Activity

978 hedge funds and large institutions have $29.6B invested in Xcel Energy in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 358 increasing their positions, 303 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+45
Holders Change %
+4.82%
% of All Funds
15.78%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
130
Increased
358
Reduced
303
Closed
63
Calls
$80.5M
Puts
$11M
Net Calls
+$69.5M
Net Calls Change
+$52.1M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$577M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$786M
3
BlackRock
BlackRock
New York
$3.5B
4
AllianceBernstein
AllianceBernstein
Tennessee
$133M
5
Morgan Stanley
Morgan Stanley
New York
$349M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$286M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.27B
3
N
Natixis
France
$23.3M
4
Bank of America
Bank of America
North Carolina
$707M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
226
BTC Capital Management
Iowa
$4.77M +$206K +2,942 +5%
SBH
227
Segall Bryant & Hamill
Illinois
$4.75M -$44.9K -640 -0.9%
Mariner
228
Mariner
Kansas
$4.73M +$563K +8,035 +14%
Daiwa Securities Group
229
Daiwa Securities Group
Japan
$4.64M +$208K +2,967 +5%
BBVA
230
Banco Bilbao Vizcaya Argentaria
Spain
$4.57M -$3.11M -44,127 -40%
MHC
231
Meyer Handelman Company
New York
$4.54M – – –
RPI
232
Railway Pension Investments
United Kingdom
$4.54M – – –
CNB
233
Czech National Bank
Czech Republic
$4.49M +$36K +514 +0.8%
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$4.46M +$777K +11,087 +21%
OTPPB
235
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.46M +$1.81M +25,786 +68%
LSERS
236
Louisiana State Employees Retirement System
Louisiana
$4.39M -$126K -1,800 -3%
AWM
237
AE Wealth Management
Kansas
$4.36M +$505K +7,198 +13%
HEIP
238
Hudson Edge Investment Partners
New Jersey
$4.27M +$15.1K +215 +0.4%
AF
239
Advisornet Financial
Minnesota
$4.22M -$240K -3,419 -5%
NAM
240
Nissay Asset Management
Japan
$4.14M -$2.31K -33 -0.1%
VLKIM
241
Van Lanschot Kempen Investment Management
Netherlands
$4.1M – – –
Koshinski Asset Management
242
Koshinski Asset Management
Illinois
$4.03M -$14.8K -211 -0.4%
AssetMark Inc
243
AssetMark Inc
California
$4.01M +$1.03M +14,637 +34%
IIM
244
INTECH Investment Management
Florida
$4.01M -$1.91M -27,180 -32%
Wealthfront Advisers
245
Wealthfront Advisers
California
$3.97M -$1.08M -15,341 -21%
Nisa Investment Advisors
246
Nisa Investment Advisors
Missouri
$3.93M +$43.8K +625 +1%
SMDAM
247
Sumitomo Mitsui DS Asset Management
Japan
$3.86M +$280K +3,991 +8%
CAN
248
Cetera Advisor Networks
California
$3.73M -$384K -5,476 -9%
BEI
249
Benjamin Edwards Inc
Missouri
$3.69M +$34.1K +486 +0.9%
AI
250
Atria Investments
North Carolina
$3.66M +$20.8K +296 +0.6%
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