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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 %
TCM
326
Teza Capital Management
Illinois
$1.83M +$1.83M +29,539 New
EP
327
EPIQ Partners
Minnesota
$1.79M -$142K -2,299 -7%
CA
328
Claro Advisors
Massachusetts
$1.78M +$6.69K +108 +0.4%
NMERB
329
New Mexico Educational Retirement Board
New Mexico
$1.78M – – –
Renaissance Technologies
330
Renaissance Technologies
New York
$1.76M -$30.7M -495,400 -95%
BFM
331
Boothbay Fund Management
New York
$1.76M +$1.76M +28,410 New
GT
332
Glenmede Trust
Pennsylvania
$1.73M +$987K +15,944 +133%
CBT
333
Central Bank & Trust
Kentucky
$1.71M +$17.9K +289 +1%
TI
334
Tidal Investments
Wisconsin
$1.7M +$205K +3,305 +14%
IA
335
Icon Advisers
Colorado
$1.7M – – –
BPA
336
Beacon Pointe Advisors
California
$1.67M -$96.1K -1,553 -5%
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$1.66M +$91.4K +1,477 +6%
SAM
338
Shell Asset Management
Netherlands
$1.63M -$338K -5,457 -17%
VHAM
339
Van Hulzen Asset Management
California
$1.62M +$310K +5,000 +24%
KNW
340
Kesler Norman & Wride
Utah
$1.61M +$10.5K +169 +0.7%
PFM
341
Premier Fund Managers
United Kingdom
$1.61M +$372K +6,000 +30%
NIM
342
NEOS Investment Management
Connecticut
$1.61M +$113K +1,830 +8%
BFG
343
Berger Financial Group
Minnesota
$1.61M +$30.5K +492 +2%
ANTB
344
AMG National Trust Bank
Colorado
$1.6M +$1.6M +25,885 New
SG
345
Sourcerock Group
Colorado
$1.57M +$1.57M +25,300 New
SM
346
Sciencast Management
New Jersey
$1.56M +$1.56M +25,200 New
IC
347
IEQ Capital
California
$1.56M +$450K +7,263 +41%
NP
348
NorthRock Partners
Minnesota
$1.55M +$302K +4,844 +24%
UCFA
349
United Capital Financial Advisors
Texas
$1.49M +$1.16M +18,780 +358%
Group One Trading
350
Group One Trading
Illinois
$1.48M -$498K -8,051 -25%
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