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Xcel Energy
XEL

Overview Fund Activity

964 hedge funds and large institutions have $23.3B invested in Xcel Energy in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 390 increasing their positions, 329 reducing their positions, and 80 closing their positions.

Holders
964
Holders Change
-9
Holders Change %
-0.92%
% of All Funds
14.02%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
85
Increased
390
Reduced
329
Closed
80
Calls
$102M
Puts
$64.1M
Net Calls
+$37.7M
Net Calls Change
+$28.2M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$683M
2
State Street
2
State Street
Massachusetts
$1.88B
3
ZP
3
Zimmer Partners
New York
$162M
4
Millennium Management
4
Millennium Management
New York
$229M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$127M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.45B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$764M
3
Morgan Stanley
3
Morgan Stanley
New York
$401M
4
JAM
4
Jupiter Asset Management
United Kingdom
$10.1M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$66.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZP
26
Zimmer Partners
New York
$162M +$112M +2,093,620 +225%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$155M -$30.1M -563,289 -16%
Man Group
28
Man Group
United Kingdom
$151M -$16.4M -307,071 -10%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$144M -$12.2M -229,203 -8%
UBS AM
30
UBS AM
Illinois
$143M +$21.2M +396,598 +17%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$141M -$2.63M -44,947 -2%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$138M -$19.8M -370,581 -13%
Principal Financial Group
33
Principal Financial Group
Iowa
$135M -$2.63M -49,246 -2%
Federated Hermes
34
Federated Hermes
Pennsylvania
$127M +$69.4M +1,299,025 +120%
First Trust Advisors
35
First Trust Advisors
Illinois
$126M +$27.1M +508,253 +27%
American Century Companies
36
American Century Companies
Missouri
$111M +$63M +1,179,823 +130%
DPIM
37
Duff & Phelps Investment Management
Illinois
$106M -$11.1M -207,097 -9%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$104M +$38.9M +728,745 +60%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$99M +$9.33M +174,653 +10%
Ameriprise
40
Ameriprise
Minnesota
$93.8M +$5.14M +96,228 +6%
Macquarie Group
41
Macquarie Group
Australia
$93.5M -$3.54M -66,210 -4%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$92.8M +$22.4M +419,699 +32%
Barclays
43
Barclays
United Kingdom
$92.1M -$4.2M -78,688 -4%
Swiss National Bank
44
Swiss National Bank
Switzerland
$87.8M -$422K -7,900 -0.5%
AQR Capital Management
45
AQR Capital Management
Connecticut
$87.7M +$31M +579,652 +55%
UBS Group
46
UBS Group
Switzerland
$87.2M -$11.5M -215,421 -12%
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$80.5M +$38M +724,558 +89%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$80M -$6.82M -127,700 -8%
Pictet Asset Management
49
Pictet Asset Management
Switzerland
$77.5M -$8.37M -156,804 -10%
Amundi
50
Amundi
France
$77.2M -$49.2M -932,079 -39%
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