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Xcel Energy
XEL

Overview Fund Activity

965 hedge funds and large institutions have $29B invested in Xcel Energy in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 367 increasing their positions, 310 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
-13
Holders Change %
-1.33%
% of All Funds
15.44%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
91
Increased
367
Reduced
310
Closed
76
Calls
$101M
Puts
$14.4M
Net Calls
+$86.6M
Net Calls Change
+$17.2M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.02B
2
Bank of America
Bank of America
North Carolina
$833M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$901M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.69B
5
Cohen & Steers
Cohen & Steers
New York
$111M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$78.9M
2
Capital International Investors
Capital International Investors
California
$0
3
Deutsche Bank
Deutsche Bank
Germany
$260M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.1B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBVA
276
Banco Bilbao Vizcaya Argentaria
Spain
$2.99M -$1.38M -20,415 -31%
CGH
277
Crossmark Global Holdings
Texas
$2.99M -$50.8K -754 -2%
AAM
278
Advisors Asset Management
Colorado
$2.98M +$380K +5,630 +15%
EMPI
279
Elo Mutual Pension Insurance
Finland
$2.95M +$91.2K +1,352 +3%
KRS
280
Kentucky Retirement Systems
Kentucky
$2.92M +$17.8K +264 +0.6%
MSRPS
281
Maryland State Retirement & Pension System
Maryland
$2.89M – – –
DILIC
282
Dai-ichi Life Insurance Company
Japan
$2.88M – – –
OPERF
283
Oregon Public Employees Retirement Fund
Oregon
$2.86M +$41K +608 +1%
Baird Financial Group
284
Baird Financial Group
Wisconsin
$2.8M -$164K -2,427 -6%
AIP
285
ARS Investment Partners
New York
$2.8M -$8.77K -130 -0.3%
Bank of Nova Scotia
286
Bank of Nova Scotia
Ontario, Canada
$2.76M -$7.53M -111,631 -73%
VHAM
287
Van Hulzen Asset Management
California
$2.72M +$1.08M +16,000 +66%
RA
288
Rovida Advisors
Florida
$2.7M +$2.7M +40,000 New
EIA
289
Edgemoor Investment Advisors
Maryland
$2.69M -$78.6K -1,165 -3%
Wealthfront Advisers
290
Wealthfront Advisers
California
$2.67M -$1.16M -17,146 -30%
Walleye Trading
291
Walleye Trading
New York
$2.63M +$2.63M +39,014 New
William Blair & Company
292
William Blair & Company
Illinois
$2.59M -$15.4K -229 -0.6%
Jane Street
293
Jane Street
New York
$2.59M +$2.36M +35,032 +1,051%
AWM
294
Avitas Wealth Management
California
$2.57M -$29.1K -432 -1%
BPA
295
Beacon Pointe Advisors
California
$2.55M +$150K +2,228 +6%
Acadian Asset Management
296
Acadian Asset Management
Massachusetts
$2.54M -$4.89M -72,525 -66%
SPIA
297
Steward Partners Investment Advisory
New York
$2.52M +$50.4K +747 +2%
FDS
298
First Dallas Securities
Texas
$2.51M -$79.2K -1,175 -3%
NB
299
Norinchukin Bank
Japan
$2.44M +$76.1K +1,128 +3%
RBA
300
Richard Bernstein Advisors
New York
$2.4M – – –
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