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Xcel Energy
XEL

Overview Fund Activity

922 hedge funds and large institutions have $24.6B invested in Xcel Energy in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 365 increasing their positions, 299 reducing their positions, and 110 closing their positions.

Holders
922
Holders Change
-34
Holders Change %
-3.56%
% of All Funds
14.7%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
90
Increased
365
Reduced
299
Closed
110
Calls
$94.7M
Puts
$32.4M
Net Calls
+$62.4M
Net Calls Change
+$6.98M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.67B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$1.23B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.06B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$91M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$67.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$245M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.46B
3
Ameriprise
3
Ameriprise
Minnesota
$105M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$46.4M
5
BC
5
Brookfield Corp
Ontario, Canada
$3.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
26
Nordea Investment Management
Sweden
$164M +$13.9M +243,399 +9%
Millennium Management
27
Millennium Management
New York
$164M +$25M +436,357 +18%
Pictet Asset Management
28
Pictet Asset Management
Switzerland
$161M +$161M +2,807,728 New
Franklin Resources
29
Franklin Resources
California
$143M -$6.36M -111,140 -4%
UBS AM
30
UBS AM
Illinois
$123M +$2.14M +37,403 +2%
DPIM
31
Duff & Phelps Investment Management
Illinois
$117M -$4.26M -74,395 -4%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$108M -$16.2M -282,785 -13%
Ameriprise
33
Ameriprise
Minnesota
$105M -$240M -4,189,649 -70%
First Trust Advisors
34
First Trust Advisors
Illinois
$105M +$6.44M +112,479 +7%
Swiss National Bank
35
Swiss National Bank
Switzerland
$101M -$12.4M -217,000 -11%
Amundi
36
Amundi
France
$98.5M +$9.91M +168,322 +11%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$93M +$63.6M +1,112,510 +216%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$91M +$90.1M +1,574,257 +9,674%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$90.7M -$1.37M -23,856 -1%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$87.7M +$429K +7,494 +0.5%
Barclays
41
Barclays
United Kingdom
$81.6M +$7.86M +137,356 +11%
Verition Fund Management
42
Verition Fund Management
Connecticut
$78.4M +$57.9M +1,012,075 +282%
WHRC
43
W.H. Reaves & Co
New Jersey
$73.4M -$5M -87,415 -6%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$72.9M -$397K -6,941 -0.5%
National Pension Service
45
National Pension Service
South Korea
$70.6M +$4.08M +70,726 +6%
Macquarie Group
46
Macquarie Group
Australia
$67.9M +$11.7M +278,347 +21%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$67.4M +$67.4M +1,178,350 New
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$67.2M +$5.5M +96,187 +9%
APG Asset Management
49
APG Asset Management
Netherlands
$66.9M -$6.11M -106,851 -8%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$63.9M -$11.1M -193,740 -15%
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