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Xcel Energy
XEL

Overview Fund Activity

957 hedge funds and large institutions have $26.5B invested in Xcel Energy in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 337 increasing their positions, 332 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
-8
Holders Change %
-0.83%
% of All Funds
15.09%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
92
Increased
337
Reduced
332
Closed
96
Calls
$65.9M
Puts
$10.5M
Net Calls
+$55.4M
Net Calls Change
-$31.3M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$992M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$82M
3
Morgan Stanley
3
Morgan Stanley
New York
$367M
4
IIM
4
INTECH Investment Management
Florida
$54.7M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$985M

Top Sellers

1
MAM
1
Magellan Asset Management
Australia
$204M
2
Deutsche Bank
2
Deutsche Bank
Germany
$122M
3
ESCM
3
Echo Street Capital Management
New York
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$2.16M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAIM
226
American Assets Investment Management
California
$4.35M – – –
SBH
227
Segall Bryant & Hamill
Illinois
$4.33M +$81.3K +1,308 +2%
Thrivent Financial for Lutherans
228
Thrivent Financial for Lutherans
Minnesota
$4.33M -$322K -5,186 -7%
LSERS
229
Louisiana State Employees Retirement System
Louisiana
$4.25M +$336K +5,400 +9%
X
230
Xponance
Pennsylvania
$4.25M -$1.58M -25,409 -27%
SMDAM
231
Sumitomo Mitsui DS Asset Management
Japan
$4.24M +$774K +12,442 +22%
CNB
232
Czech National Bank
Czech Republic
$4.05M +$42.5K +683 +1%
Daiwa Securities Group
233
Daiwa Securities Group
Japan
$4.04M -$157K -2,523 -4%
RPI
234
Railway Pension Investments
United Kingdom
$4.02M – – –
MHC
235
Meyer Handelman Company
New York
$4.02M +$224K +3,595 +6%
OQS
236
Occudo Quantitative Strategies
Florida
$3.97M -$4.2M -67,603 -51%
TI
237
Trexquant Investment
Connecticut
$3.94M +$2.72M +43,694 +223%
CAN
238
Cetera Advisor Networks
California
$3.91M -$2.92K -47 -0.1%
DILIC
239
Dai-ichi Life Insurance Company
Japan
$3.91M +$1.25M +20,088 +47%
BEI
240
Benjamin Edwards Inc
Missouri
$3.85M +$453K +7,287 +13%
Mackenzie Financial
241
Mackenzie Financial
Ontario, Canada
$3.83M -$5.72M -90,770 -60%
VLKIM
242
Van Lanschot Kempen Investment Management
Netherlands
$3.74M +$111K +1,787 +3%
IMPI
243
Ilmarinen Mutual Pension Insurance
Finland
$3.73M -$4.41M -71,000 -54%
Holocene Advisors
244
Holocene Advisors
New York
$3.72M +$2.9M +46,693 +357%
Connor, Clark & Lunn Investment Management (CC&L)
245
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.71M +$3.71M +59,599 New
AF
246
Advisornet Financial
Minnesota
$3.67M -$110K -1,772 -3%
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$3.65M -$221K -3,557 -6%
NAM
248
Nissay Asset Management
Japan
$3.6M +$56.3K +905 +2%
PAG
249
Private Advisor Group
New Jersey
$3.58M +$453K +7,274 +14%
JPMPWA
250
J.P. Morgan Private Wealth Advisors
California
$3.56M -$2.5M -40,287 -41%
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