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Xcel Energy
XEL

Overview Fund Activity

965 hedge funds and large institutions have $23.3B invested in Xcel Energy in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 390 increasing their positions, 330 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
-9
Holders Change %
-0.92%
% of All Funds
14.04%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
85
Increased
390
Reduced
330
Closed
80
Calls
$102M
Puts
$64.1M
Net Calls
+$37.7M
Net Calls Change
+$28.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$683M
2
State Street
State Street
Massachusetts
$1.88B
3
ZP
Zimmer Partners
New York
$162M
4
Millennium Management
Millennium Management
New York
$229M
5
Federated Hermes
Federated Hermes
Pennsylvania
$127M

Top Sellers

1
BlackRock
BlackRock
New York
$2.45B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$764M
3
Morgan Stanley
Morgan Stanley
New York
$401M
4
JAM
Jupiter Asset Management
United Kingdom
$10.1M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$66.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
251
Nisa Investment Advisors
Missouri
$3.52M -$21.7K -403 -0.6%
Pacer Advisors
252
Pacer Advisors
Pennsylvania
$3.52M -$2.16M -40,494 -38%
SA
253
Sanctuary Advisors
Indiana
$3.47M +$3.47M +64,337 New
HHAM
254
HITE Hedge Asset Management
Massachusetts
$3.44M -$8.06M -150,966 -70%
Verition Fund Management
255
Verition Fund Management
Connecticut
$3.41M -$62M -1,160,274 -95%
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$3.36M -$37.2K -697 -1%
D.E. Shaw & Co
257
D.E. Shaw & Co
New York
$3.35M -$8.2M -153,588 -71%
DC
258
Davenport & Co
Virginia
$3.29M +$1.41M +26,429 +75%
MSAM
259
Moloney Securities Asset Management
Missouri
$3.29M +$334K +6,257 +11%
Janus Henderson Group
260
Janus Henderson Group
United Kingdom
$3.28M -$532K -9,960 -14%
Envestnet Portfolio Solutions
261
Envestnet Portfolio Solutions
Illinois
$3.27M +$580K +10,851 +22%
PAG
262
Private Advisor Group
New Jersey
$3.24M +$107K +2,011 +3%
SOADOR
263
State of Alaska Department of Revenue
Alaska
$3.23M -$2.17M -40,585 -40%
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$3.19M -$16.9K -316 -0.5%
FBT
265
First Bank & Trust
South Dakota
$3.13M +$537K +10,053 +21%
BCCM
266
Bridge Creek Capital Management
Massachusetts
$3.12M +$238K +4,450 +8%
MHC
267
Meyer Handelman Company
New York
$3.09M -$51.8K -970 -2%
DRP
268
Decade Renewable Partners
Texas
$3.08M +$3.08M +57,700 New
IMPI
269
Ilmarinen Mutual Pension Insurance
Finland
$3.04M +$1.71M +32,000 +128%
IGAM
270
iA Global Asset Management
Quebec, Canada
$2.92M -$663K -12,417 -19%
MCB
271
Morton Community Bank
Illinois
$2.89M +$165K +3,082 +6%
TPCW
272
TD Private Client Wealth
New York
$2.83M +$1.49M +27,943 +111%
ERSOT
273
Employees Retirement System of Texas
Texas
$2.83M +$2.83M +53,000 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
274
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.72M -$18.1M -338,808 -87%
KAS
275
Kestra Advisory Services
Texas
$2.69M +$184K +3,454 +7%
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