XEL icon

Xcel Energy
XEL

Overview Fund Activity

1,010 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, 323 reducing their positions, and 67 closing their positions.

Holders
1,010
Holders Change
+88
Holders Change %
+9.54%
% of All Funds
14.81%
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
323
Closed
67
Calls
$155M
Puts
$32.9M
Net Calls
+$122M
Net Calls Change
+$59.8M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.46B
2
Morgan Stanley
2
Morgan Stanley
New York
$744M
3
Goldman Sachs
3
Goldman Sachs
New York
$421M
4
ECM
4
ExodusPoint Capital Management
New York
$108M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.24B

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$1.03B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.33B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$2.79M
4
Verition Fund Management
4
Verition Fund Management
Connecticut
$9.68M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$182M -$3.37M -54,386 -2%
MAM
27
Magellan Asset Management
Australia
$172M -$27.3M -441,286 -14%
Pictet Asset Management
28
Pictet Asset Management
Switzerland
$160M -$13.6M -219,819 -8%
Franklin Resources
29
Franklin Resources
California
$152M -$2.84M -45,853 -2%
UBS AM
30
UBS AM
Illinois
$140M +$7.3M +117,887 +5%
DPIM
31
Duff & Phelps Investment Management
Illinois
$128M +$1.24M +20,053 +1%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$122M +$5.13M +82,892 +4%
Ameriprise
33
Ameriprise
Minnesota
$111M -$2.89M -46,628 -3%
First Trust Advisors
34
First Trust Advisors
Illinois
$109M -$4.41M -71,198 -4%
ECM
35
ExodusPoint Capital Management
New York
$108M +$108M +1,749,576 New
Barclays
36
Barclays
United Kingdom
$107M +$19M +307,625 +22%
Swiss National Bank
37
Swiss National Bank
Switzerland
$107M -$2.82M -45,600 -3%
Macquarie Group
38
Macquarie Group
Australia
$100M -$14.7M -206,598 -13%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$98.2M +$65.4K +1,057 +0.1%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$94.2M -$664K -10,732 -0.7%
WHRC
41
W.H. Reaves & Co
New Jersey
$92.2M +$12.8M +206,327 +16%
Jennison Associates
42
Jennison Associates
New York
$89.9M +$58.3M +942,097 +185%
Amundi
43
Amundi
France
$83M -$22.9M -361,544 -22%
Prudential Financial
44
Prudential Financial
New Jersey
$80.5M +$46M +743,905 +133%
Federated Hermes
45
Federated Hermes
Pennsylvania
$79.5M +$56.7M +915,046 +248%
National Pension Service
46
National Pension Service
South Korea
$78.1M +$2.37M +38,274 +3%
APG Asset Management
47
APG Asset Management
Netherlands
$73.8M +$8.23M +146,811 +13%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$73.4M +$11.2M +181,312 +18%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$71.2M +$19.6M +316,568 +38%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$70.6M +$43M +693,921 +155%
1
2
3 4 5