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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 %
SO
301
STRS Ohio
Ohio
$2.39M +$153K +2,189 +7%
AC
302
Allstate Corporation
Illinois
$2.38M – – –
AIM
303
Allstate Investment Management
Illinois
$2.38M +$2.38M +33,943 New
TCM
304
Teza Capital Management
Illinois
$2.36M -$2.15M -30,651 -48%
SAM
305
Shell Asset Management
Netherlands
$2.35M -$433K -6,174 -16%
EP
306
EPIQ Partners
Minnesota
$2.28M +$70 +1 +0%
PFA
307
Peak Financial Advisors
Colorado
$2.27M +$551K +7,855 +32%
BF
308
BOK Financial
Oklahoma
$2.26M +$649K +9,260 +40%
IAIM
309
Industrial Alliance Investment Management
Quebec, Canada
$2.22M -$168K -2,401 -7%
MLICM
310
Metropolitan Life Insurance Company (MetLife)
New York
$2.22M -$63.9K -912 -3%
LMIM
311
Lockheed Martin Investment Management
Maryland
$2.19M +$96K +1,400 +5%
FBT
312
First Bank & Trust
South Dakota
$2.19M +$6.31K +90 +0.3%
KeyBank National Association
313
KeyBank National Association
Ohio
$2.18M +$102K +1,449 +5%
CBT
314
Central Bank & Trust
Kentucky
$2.13M +$4.42K +63 +0.2%
Credit Agricole
315
Credit Agricole
France
$2.12M +$302K +4,308 +17%
CA
316
Claro Advisors
Massachusetts
$2.1M +$2.1M +30,021 New
Hudson Bay Capital Management
317
Hudson Bay Capital Management
Connecticut
$2.1M +$2.1M +30,000 New
OC
318
Oppenheimer & Co
New York
$1.95M +$402K +5,735 +26%
IA
319
Icon Advisers
Colorado
$1.92M -$154K -2,200 -7%
LA
320
LBP AM
France
$1.88M +$1.88M +26,773 New
Cetera Investment Advisers
321
Cetera Investment Advisers
Illinois
$1.86M +$183K +2,614 +11%
AI
322
Accredited Investors
Minnesota
$1.85M +$954K +13,604 +106%
NMERB
323
New Mexico Educational Retirement Board
New Mexico
$1.84M -$119K -1,700 -6%
Neuberger Berman Group
324
Neuberger Berman Group
New York
$1.83M -$61.8K -882 -3%
WPC
325
White Pine Capital
Minnesota
$1.82M +$128K +1,825 +8%
11 12
13
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