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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
1
T. Rowe Price Investment Management
Maryland
$577M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$786M
3
BlackRock
3
BlackRock
New York
$3.5B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$133M
5
Morgan Stanley
5
Morgan Stanley
New York
$349M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$286M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.27B
3
N
3
Natixis
France
$23.3M
4
Bank of America
4
Bank of America
North Carolina
$707M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Research Global Investors
26
Capital Research Global Investors
California
$237M -$31.1K -444 -0%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$231M +$31M +441,690 +15%
Principal Financial Group
28
Principal Financial Group
Iowa
$221M +$8.67M +123,710 +4%
PAMS
29
Pictet Asset Management (Switzerland)
Switzerland
$212M -$2.9M -41,419 -1%
Charles Schwab
30
Charles Schwab
California
$206M +$4.52M +64,416 +2%
Franklin Resources
31
Franklin Resources
California
$185M +$1.85M +26,433 +1%
Millennium Management
32
Millennium Management
New York
$183M -$65.2M -929,857 -26%
BC
33
Brookfield Corp
Ontario, Canada
$172M -$3.37M -48,120 -2%
Nordea Investment Management
34
Nordea Investment Management
Sweden
$161M +$15.7M +222,100 +11%
Swiss National Bank
35
Swiss National Bank
Switzerland
$156M -$9.62M -137,203 -6%
UBS AM
36
UBS AM
Illinois
$153M +$505K +7,201 +0.3%
AllianceBernstein
37
AllianceBernstein
Tennessee
$133M +$83M +1,183,298 +165%
ESCM
38
Echo Street Capital Management
New York
$131M +$9.72M +138,625 +8%
Capital International Investors
39
Capital International Investors
California
$130M -$841 -12 -0%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$128M -$1.15M -16,435 -0.9%
DPIM
41
Duff & Phelps Investment Management
Illinois
$128M +$11M +156,985 +9%
WHRC
42
W.H. Reaves & Co
New Jersey
$124M +$14.5M +206,175 +13%
Macquarie Group
43
Macquarie Group
Australia
$123M +$31.4M +575,531 +34%
CIMLRA
44
CBRE Investment Management Listed Real Assets
Pennsylvania
$106M +$25.6M +364,799 +32%
APG Asset Management
45
APG Asset Management
Netherlands
$103M +$2.66M +37,879 +3%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$102M +$66M +941,753 +185%
First Trust Advisors
47
First Trust Advisors
Illinois
$99.7M +$11.9M +169,562 +14%
RCAMU
48
Rothschild & Co Asset Management US
Connecticut
$88.3M +$2.95M +42,044 +3%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$84.3M -$23.5M -335,067 -22%
Jennison Associates
50
Jennison Associates
New York
$76.3M -$32.8M -467,748 -30%
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