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Xcel Energy
XEL

Overview Fund Activity

1,011 hedge funds and large institutions have $27.3B invested in Xcel Energy in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 367 increasing their positions, 324 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+88
Holders Change %
+9.53%
% of All Funds
14.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
167
Increased
367
Reduced
324
Closed
67
Calls
$155M
Puts
$32.9M
Net Calls
+$122M
Net Calls Change
+$59.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$491M
2
Morgan Stanley
Morgan Stanley
New York
+$412M
3
Goldman Sachs
Goldman Sachs
New York
+$130M
4
ECM
ExodusPoint Capital Management
New York
+$108M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$91.2M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$300M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$246M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$95.7M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$75.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$60.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
226
Aquatic Capital Management
Illinois
$4.62M +$4.62M +74,600 New
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$4.61M -$1.3M -20,960 -22%
MOACM
228
Mutual of America Capital Management
New York
$4.57M -$207K -3,338 -4%
VI
229
Vestcor Inc
New Brunswick, Canada
$4.5M -$2.83M -45,791 -39%
KAS
230
Kestra Advisory Services
Texas
$4.47M +$62.1K +1,003 +1%
SCM
231
Shelton Capital Management
Colorado
$4.37M +$345K +5,566 +9%
IGAM
232
iA Global Asset Management
Quebec, Canada
$4.36M +$708K +11,435 +19%
X
233
Xponance
Pennsylvania
$4.36M +$12.3K +198 +0.3%
FBT
234
First Bank & Trust
South Dakota
$4.36M +$1.75M +28,187 +67%
NAM
235
Nissay Asset Management
Japan
$4.35M +$457K +7,387 +12%
AAIM
236
American Assets Investment Management
California
$4.33M – – –
CAN
237
Cetera Advisor Networks
California
$4.31M -$311K -5,018 -7%
PP
238
Prudential plc
United Kingdom
$4.28M +$8.61K +139 +0.2%
SMDAM
239
Sumitomo Mitsui DS Asset Management
Japan
$4.25M +$35.8K +579 +0.9%
PA
240
Profund Advisors
Maryland
$4.03M +$449K +7,246 +13%
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$4.01M +$460K +7,428 +13%
Public Sector Pension Investment Board (PSP Investments)
242
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.01M -$3.94M -63,565 -50%
Squarepoint
243
Squarepoint
New York
$3.94M -$32M -516,337 -89%
BCIM
244
British Columbia Investment Management
British Columbia, Canada
$3.93M +$832K +13,436 +27%
Pathstone Holdings
245
Pathstone Holdings
New Jersey
$3.9M +$3.9M +62,965 New
DILIC
246
Dai-ichi Life Insurance Company
Japan
$3.89M – – –
Nisa Investment Advisors
247
Nisa Investment Advisors
Missouri
$3.87M +$170K +2,740 +5%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$3.76M +$125K +2,014 +3%
PAG
249
Private Advisor Group
New Jersey
$3.75M +$142K +2,298 +4%
VLKIM
250
Van Lanschot Kempen Investment Management
Netherlands
$3.73M – – –
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