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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 %
TRSOTSOK
251
Teachers Retirement System of the State of Kentucky
Kentucky
$3.64M – – –
JFL
252
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.6M – – –
QC
253
Quadrature Capital
United Kingdom
$3.55M -$264K -3,763 -7%
SWM
254
Spire Wealth Management
Virginia
$3.53M -$56.8K -810 -2%
PA
255
Profund Advisors
Maryland
$3.51M -$171K -2,434 -5%
SFI
256
Siemens Fonds Invest
Germany
$3.51M -$111K -1,588 -3%
KAS
257
Kestra Advisory Services
Texas
$3.46M -$2.45M -34,921 -41%
PCM
258
Penserra Capital Management
California
$3.44M +$3.44M +49,122 New
D.E. Shaw & Co
259
D.E. Shaw & Co
New York
$3.43M -$13.3M -189,624 -79%
BCIM
260
British Columbia Investment Management
British Columbia, Canada
$3.4M -$387K -5,518 -10%
BCCM
261
Bridge Creek Capital Management
Massachusetts
$3.38M +$20.3K +290 +0.6%
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$3.38M +$74.1K +1,057 +2%
MSAM
263
Moloney Securities Asset Management
Missouri
$3.34M +$48.7K +695 +1%
NG
264
NatWest Group
United Kingdom
$3.33M -$77.1K -1,099 -2%
Truist Financial
265
Truist Financial
North Carolina
$3.27M -$220K -3,145 -6%
PI
266
Putnam Investments
Massachusetts
$3.25M -$43.1K -615 -1%
MWM
267
Mission Wealth Management
California
$3.24M -$497K -7,090 -13%
Two Sigma Advisers
268
Two Sigma Advisers
New York
$3.22M +$2.83M +40,400 +735%
CGH
269
Crossmark Global Holdings
Texas
$3.16M +$44.7K +638 +1%
SAM
270
Securian Asset Management
Minnesota
$3.15M +$28.2K +402 +0.9%
HCC
271
Hirtle Callaghan & Co
Pennsylvania
$3.14M – – –
SFS
272
Stiles Financial Services
Minnesota
$3.13M -$10.6K -151 -0.3%
Marshall Wace
273
Marshall Wace
United Kingdom
$3.11M +$3.11M +44,300 New
Baird Financial Group
274
Baird Financial Group
Wisconsin
$3.08M +$805K +11,475 +35%
SCM
275
Shelton Capital Management
Colorado
$3.03M -$787K -11,229 -21%
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