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Xcel Energy
XEL

Overview Fund Activity

923 hedge funds and large institutions have $24.6B invested in Xcel Energy in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 365 increasing their positions, 300 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
923
Holders Change
-34
Holders Change %
-3.55%
% of All Funds
14.72%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
90
Increased
365
Reduced
300
Closed
110
Calls
$94.7M
Puts
$32.4M
Net Calls
+$62.4M
Net Calls Change
+$6.98M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$495M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$326M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$146M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$90.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$67.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$434M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$285M
3
Ameriprise
Ameriprise
Minnesota
-$240M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$75.8M
5
BC
Brookfield Corp
Ontario, Canada
-$62.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
226
Pacer Advisors
Pennsylvania
$4.46M +$1.58M +27,541 +55%
LSERS
227
Louisiana State Employees Retirement System
Louisiana
$4.45M +$538K +9,400 +14%
Caisse de Depot et Placement du Quebec (CDPQ)
228
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.44M -$2.28M -39,800 -34%
MOACM
229
Mutual of America Capital Management
New York
$4.42M -$114K -1,988 -3%
OTPPB
230
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.34M -$3.2M -55,914 -42%
CAN
231
Cetera Advisor Networks
California
$4.27M +$672K +11,748 +19%
Daiwa Securities Group
232
Daiwa Securities Group
Japan
$4.19M +$478K +8,354 +13%
KAS
233
Kestra Advisory Services
Texas
$4.07M +$1.52M +26,588 +60%
IIM
234
Intact Investment Management
Quebec, Canada
$4.03M +$4.03M +70,400 New
X
235
Xponance
Pennsylvania
$4.02M +$110K +1,930 +3%
AAIM
236
American Assets Investment Management
California
$4.01M – – –
SBH
237
Segall Bryant & Hamill
Illinois
$4M +$17.9K +312 +0.4%
BC
238
Brookfield Corp
Ontario, Canada
$3.95M -$62.6M -1,094,222 -94%
PP
239
Prudential plc
United Kingdom
$3.94M -$173K -3,030 -4%
SMDAM
240
Sumitomo Mitsui DS Asset Management
Japan
$3.9M -$7.5K -131 -0.2%
Twin Tree Management
241
Twin Tree Management
Texas
$3.86M +$3.86M +67,521 New
SCM
242
Shelton Capital Management
Colorado
$3.72M +$759K +13,262 +26%
MHC
243
Meyer Handelman Company
New York
$3.7M – – –
NAM
244
Nissay Asset Management
Japan
$3.6M +$286K +4,991 +9%
DILIC
245
Dai-ichi Life Insurance Company
Japan
$3.6M – – –
Robeco Institutional Asset Management
246
Robeco Institutional Asset Management
Netherlands
$3.56M -$13.3M -232,879 -79%
VLKIM
247
Van Lanschot Kempen Investment Management
Netherlands
$3.45M – – –
IMPI
248
Ilmarinen Mutual Pension Insurance
Finland
$3.43M – – –
Nisa Investment Advisors
249
Nisa Investment Advisors
Missouri
$3.42M +$275K +4,799 +9%
ECM
250
Element Capital Management
New York
$3.42M -$673K -11,755 -16%
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