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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 %
JFL
276
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.84M -$9.29K -150 -0.3%
Twin Tree Management
277
Twin Tree Management
Texas
$2.83M -$1.35M -21,751 -32%
CM
278
Crestline Management
Texas
$2.8M +$1.17M +18,966 +72%
GIBU
279
Gulf International Bank (UK)
United Kingdom
$2.8M -$338K -5,464 -11%
Balyasny Asset Management
280
Balyasny Asset Management
Illinois
$2.79M -$95.7M -1,545,436 -97%
KRS
281
Kentucky Retirement Systems
Kentucky
$2.73M +$82.5K +1,333 +3%
BNP Paribas Asset Management
282
BNP Paribas Asset Management
France
$2.72M +$240K +3,878 +10%
CGH
283
Crossmark Global Holdings
Texas
$2.7M +$69.3K +1,120 +3%
OPERF
284
Oregon Public Employees Retirement Fund
Oregon
$2.67M +$26.8K +433 +1%
VPIM
285
Vanguard Personalized Indexing Management
California
$2.65M +$80K +1,293 +3%
HWAM
286
Hennion & Walsh Asset Management
New Jersey
$2.64M -$273K -4,414 -9%
MSRPS
287
Maryland State Retirement & Pension System
Maryland
$2.6M – – –
William Blair & Company
288
William Blair & Company
Illinois
$2.54M +$42.5K +687 +2%
Cetera Investment Advisers
289
Cetera Investment Advisers
Illinois
$2.51M +$639K +10,319 +34%
CAM
290
Cresset Asset Management
Illinois
$2.45M +$479K +7,680 +24%
AAM
291
Advisors Asset Management
Colorado
$2.45M -$261K -4,215 -10%
AWM
292
Avitas Wealth Management
California
$2.43M +$71.2K +1,150 +3%
MWM
293
Mission Wealth Management
California
$2.41M +$206K +3,330 +9%
EIA
294
Edgemoor Investment Advisors
Maryland
$2.4M -$46.4K -750 -2%
Thrivent Financial for Lutherans
295
Thrivent Financial for Lutherans
Minnesota
$2.35M -$14.5K -235 -0.6%
TWM
296
Tradition Wealth Management
Minnesota
$2.31M +$1.43M +23,069 +161%
HIMCH
297
Hartford Investment Management Co (HIMCO)
Connecticut
$2.3M -$24K -387 -1%
KBC Group
298
KBC Group
Belgium
$2.3M +$180K +2,916 +9%
Cerity Partners
299
Cerity Partners
New York
$2.29M +$1.35M +21,804 +145%
AIP
300
ARS Investment Partners
New York
$2.28M -$20.1K -325 -0.9%
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