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Xcel Energy
XEL

Overview Fund Activity

964 hedge funds and large institutions have $29B invested in Xcel Energy in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 367 increasing their positions, 310 reducing their positions, and 76 closing their positions.

Holders
964
Holders Change
-14
Holders Change %
-1.43%
% of All Funds
15.43%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
90
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
1
T. Rowe Price Investment Management
Maryland
$1.02B
2
Bank of America
2
Bank of America
North Carolina
$833M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$901M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.69B
5
Cohen & Steers
5
Cohen & Steers
New York
$111M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$78.9M
2
Capital International Investors
2
Capital International Investors
California
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$260M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.1B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$216M 3,200,532 -91,979 -3%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$204M 3,024,832 -963,808 -24%
Charles Schwab
28
Charles Schwab
California
$200M 2,963,468 +23,458 +0.8%
PAMS
29
Pictet Asset Management (Switzerland)
Switzerland
$199M 2,950,980 -76,731 -3%
Franklin Resources
30
Franklin Resources
California
$178M 2,645,248 +6,926 +0.3%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$174M 2,595,168 +312,791 +14%
Millennium Management
32
Millennium Management
New York
$173M 2,565,860 -48,621 -2%
Swiss National Bank
33
Swiss National Bank
Switzerland
$146M 2,171,800 -51,400 -2%
BC
34
Brookfield Corp
Ontario, Canada
$145M 2,157,306 -300,205 -12%
UBS AM
35
UBS AM
Illinois
$142M 2,110,293 -76,708 -4%
DPIM
36
Duff & Phelps Investment Management
Illinois
$139M 2,063,923 +235,384 +13%
AllianceBernstein
37
AllianceBernstein
Tennessee
$130M 1,934,800 +35,511 +2%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$124M 1,831,848 +1,036 +0.1%
WHRC
39
W.H. Reaves & Co
New Jersey
$115M 1,707,995 -66,345 -4%
ESCM
40
Echo Street Capital Management
New York
$112M 1,658,108 -210,752 -11%
Cohen & Steers
41
Cohen & Steers
New York
$111M 1,645,905 +1,645,905 New
First Trust Advisors
42
First Trust Advisors
Illinois
$103M 1,522,288 +99,966 +7%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$99.3M 1,472,008 +67,807 +5%
Macquarie Group
44
Macquarie Group
Australia
$88.5M 1,313,008 -933,040 -42%
Amundi
45
Amundi
France
$83.7M 1,176,844 +443,514 +60%
APG Asset Management
46
APG Asset Management
Netherlands
$83.2M 1,340,874 -127,696 -9%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$78.9M 1,169,823 -2,905,132 -71%
Voloridge Investment Management
48
Voloridge Investment Management
Florida
$78.3M 1,160,986 +115,729 +11%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$78.1M 1,157,847 -293,143 -20%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$77.9M 1,154,450 -47,757 -4%
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