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Xcel Energy
XEL

Overview Fund Activity

956 hedge funds and large institutions have $26.5B invested in Xcel Energy in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 337 increasing their positions, 331 reducing their positions, and 96 closing their positions.

Holders
956
Holders Change
-8
Holders Change %
-0.83%
% of All Funds
15.08%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
92
Increased
337
Reduced
331
Closed
96
Calls
$65.9M
Puts
$10.5M
Net Calls
+$55.4M
Net Calls Change
-$31.3M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$992M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$82M
3
Morgan Stanley
3
Morgan Stanley
New York
$367M
4
IIM
4
INTECH Investment Management
Florida
$54.7M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$985M

Top Sellers

1
MAM
1
Magellan Asset Management
Australia
$204M
2
Deutsche Bank
2
Deutsche Bank
Germany
$122M
3
ESCM
3
Echo Street Capital Management
New York
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$2.16M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMS
26
Pictet Asset Management (Switzerland)
Switzerland
$178M -$5.72M -91,980 -3%
Principal Financial Group
27
Principal Financial Group
Iowa
$177M -$23.6M -379,783 -12%
Franklin Resources
28
Franklin Resources
California
$162M -$2.19M -35,287 -1%
Nordea Investment Management
29
Nordea Investment Management
Sweden
$162M +$1.83M +29,644 +1%
Millennium Management
30
Millennium Management
New York
$151M -$8.47M -136,282 -5%
UBS AM
31
UBS AM
Illinois
$142M – – –
Fidelity Investments
32
Fidelity Investments
Massachusetts
$134M -$64.5M -1,037,754 -32%
AllianceBernstein
33
AllianceBernstein
Tennessee
$133M +$12.4M +199,981 +10%
DPIM
34
Duff & Phelps Investment Management
Illinois
$132M +$3.64M +58,559 +3%
Swiss National Bank
35
Swiss National Bank
Switzerland
$124M -$11.5M -184,600 -8%
Deutsche Bank
36
Deutsche Bank
Germany
$122M -$117M -1,882,913 -49%
First Trust Advisors
37
First Trust Advisors
Illinois
$107M +$12.3M +197,100 +13%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$100M -$13.8M -222,172 -12%
Amundi
39
Amundi
France
$94.8M +$20.7M +328,373 +28%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$94.8M +$3.28M +52,842 +4%
WHRC
41
W.H. Reaves & Co
New Jersey
$85.2M -$21M -338,211 -20%
Macquarie Group
42
Macquarie Group
Australia
$82.7M +$1.05M +16,848 +1%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$82M +$69M +1,109,246 +529%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$81.5M +$9.48M +152,540 +13%
Barclays
45
Barclays
United Kingdom
$80.1M +$32.6M +525,001 +69%
Voloridge Investment Management
46
Voloridge Investment Management
Florida
$79.6M +$7.42M +119,378 +10%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$73.8M +$30M +482,593 +69%
APG Asset Management
48
APG Asset Management
Netherlands
$72.8M -$3.66M -64,147 -5%
BC
49
Brookfield Corp
Ontario, Canada
$72.3M -$61.8M -994,074 -46%
National Pension Service
50
National Pension Service
South Korea
$70.6M +$8.53M +139,114 +14%
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