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Xcel Energy
XEL

Overview Fund Activity

965 hedge funds and large institutions have $29B invested in Xcel Energy in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 367 increasing their positions, 310 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
-13
Holders Change %
-1.33%
% of All Funds
15.44%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
91
Increased
367
Reduced
310
Closed
76
Calls
$101M
Puts
$14.4M
Net Calls
+$86.6M
Net Calls Change
+$17.2M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$1.02B
2
Bank of America
2
Bank of America
North Carolina
$833M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$901M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.69B
5
Cohen & Steers
5
Cohen & Steers
New York
$111M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$78.9M
2
Capital International Investors
2
Capital International Investors
California
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$260M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.1B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KHCM
226
Kettle Hill Capital Management
New York
$5M +$5M +74,081 New
Mariner
227
Mariner
Kansas
$4.95M +$399K +5,921 +9%
GIBU
228
Gulf International Bank (UK)
United Kingdom
$4.87M -$1.22M -18,075 -20%
AAIM
229
American Assets Investment Management
California
$4.72M – – –
BCM
230
BTC Capital Management
Iowa
$4.7M +$109K +1,620 +2%
SBH
231
Segall Bryant & Hamill
Illinois
$4.61M +$33.6K +498 +0.7%
ECM
232
Element Capital Management
New York
$4.57M +$4.57M +67,800 New
Daiwa Securities Group
233
Daiwa Securities Group
Japan
$4.55M +$80.5K +1,193 +2%
PP
234
Prudential plc
United Kingdom
$4.54M -$776K -11,503 -15%
AAF
235
Andra AP-fonden
Sweden
$4.53M +$1.87M +27,700 +70%
Nomura Holdings
236
Nomura Holdings
Japan
$4.37M +$1.61M +23,914 +58%
AssetMark Inc
237
AssetMark Inc
California
$4.37M +$509K +7,546 +13%
RPI
238
Railway Pension Investments
United Kingdom
$4.36M – – –
Pacer Advisors
239
Pacer Advisors
Pennsylvania
$4.35M -$8.36M -123,967 -66%
CNB
240
Czech National Bank
Czech Republic
$4.35M +$27.2K +403 +0.6%
LSERS
241
Louisiana State Employees Retirement System
Louisiana
$4.25M +$27K +400 +0.6%
CAN
242
Cetera Advisor Networks
California
$4.25M +$662K +9,811 +18%
Mercer Global Advisors
243
Mercer Global Advisors
Colorado
$4.2M -$92.7K -1,374 -2%
MHC
244
Meyer Handelman Company
New York
$4.12M -$245K -3,640 -6%
AF
245
Advisornet Financial
Minnesota
$4.1M +$37.6K +558 +0.9%
VLKIM
246
Van Lanschot Kempen Investment Management
Netherlands
$3.94M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
247
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.9M +$3.45M +51,117 +759%
NAM
248
Nissay Asset Management
Japan
$3.84M -$138K -2,048 -3%
Nisa Investment Advisors
249
Nisa Investment Advisors
Missouri
$3.81M +$34.7K +514 +0.9%
SMDAM
250
Sumitomo Mitsui DS Asset Management
Japan
$3.76M +$44K +653 +1%
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