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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 %
ZB
251
Zions Bancorporation
Utah
$3.7M +$2.63M +42,489 +246%
MHC
252
Meyer Handelman Company
New York
$3.67M -$330K -5,335 -8%
IIM
253
Intact Investment Management
Quebec, Canada
$3.65M -$712K -11,500 -16%
DIA
254
Dean Investment Associates
Ohio
$3.64M -$1.28M -20,751 -26%
Mercer Global Advisors
255
Mercer Global Advisors
Colorado
$3.63M +$63.9K +1,032 +2%
MF
256
Magnetar Financial
Illinois
$3.63M +$3.63M +58,644 New
AI
257
Atria Investments
North Carolina
$3.59M +$1.05M +16,952 +41%
BEI
258
Benjamin Edwards Inc
Missouri
$3.54M -$138K -2,222 -4%
AF
259
Advisornet Financial
Minnesota
$3.5M -$91.4K -1,476 -3%
AAF
260
Andra AP-fonden
Sweden
$3.45M -$1.78M -28,800 -34%
MSAM
261
Moloney Securities Asset Management
Missouri
$3.41M +$125K +2,020 +4%
JF
262
Jump Financial
Illinois
$3.39M -$2.7M -43,593 -44%
BCCM
263
Bridge Creek Capital Management
Massachusetts
$3.25M +$90.7K +1,465 +3%
FI
264
FJ Investments
Utah
$3.25M +$3.25M +52,491 New
MML Investors Services
265
MML Investors Services
Massachusetts
$3.25M +$1.77M +28,669 +121%
SFS
266
Stiles Financial Services
Minnesota
$3.21M +$263K +4,248 +9%
MYAM
267
Meiji Yasuda Asset Management
Japan
$3.19M +$105K +1,700 +3%
Wealthfront Advisers
268
Wealthfront Advisers
California
$3.11M +$413K +6,664 +15%
ZP
269
Zimmer Partners
New York
$3.1M +$3.1M +50,000 New
Envestnet Portfolio Solutions
270
Envestnet Portfolio Solutions
Illinois
$3.1M +$1.1M +17,808 +55%
Robeco Institutional Asset Management
271
Robeco Institutional Asset Management
Netherlands
$3.03M -$817K -13,197 -21%
EP
272
Edgestream Partners
New Jersey
$2.98M +$2.98M +48,163 New
TRSOTSOK
273
Teachers Retirement System of the State of Kentucky
Kentucky
$2.93M -$114K -1,845 -4%
MCB
274
Morton Community Bank
Illinois
$2.92M +$2.92M +47,136 New
QCM
275
Quantinno Capital Management
New York
$2.91M -$23.8K -385 -0.8%
9 10
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