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Xcel Energy
XEL

Overview Fund Activity

1,020 hedge funds and large institutions have $29.7B invested in Xcel Energy in 2024 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 384 increasing their positions, 338 reducing their positions, and 73 closing their positions.

Holders
1,020
Holders Change
+56
Holders Change %
+5.81%
% of All Funds
14.76%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
139
Increased
384
Reduced
338
Closed
73
Calls
$113M
Puts
$51.8M
Net Calls
+$61.6M
Net Calls Change
+$23.9M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$942M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.34B
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$358M
4
State Street
4
State Street
Massachusetts
$2.45B
5
BC
5
Brookfield Corp
Ontario, Canada
$164M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$247K
2
Millennium Management
2
Millennium Management
New York
$68.1M
3
ZP
3
Zimmer Partners
New York
$13.9M
4
Man Group
4
Man Group
United Kingdom
$20.6M
5
Victory Capital Management
5
Victory Capital Management
Texas
$358M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
26
AQR Capital Management
Connecticut
$207M +$99.9M +1,537,597 +94%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$198M -$33.4M -510,783 -14%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$191M +$14.8M +226,845 +8%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$181M -$8.65M -132,427 -5%
Federated Hermes
30
Federated Hermes
Pennsylvania
$170M +$14.5M +221,500 +9%
Principal Financial Group
31
Principal Financial Group
Iowa
$164M -$1.48M -22,726 -0.9%
BC
32
Brookfield Corp
Ontario, Canada
$164M +$137M +2,104,405 +520%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$155M -$15.4M -217,800 -9%
Deutsche Bank
34
Deutsche Bank
Germany
$153M +$77.6M +1,188,903 +103%
Ameriprise
35
Ameriprise
Minnesota
$150M +$35.3M +541,224 +31%
UBS AM
36
UBS AM
Illinois
$147M -$27.8M -425,341 -16%
UBS Group
37
UBS Group
Switzerland
$145M +$38.5M +590,137 +36%
First Trust Advisors
38
First Trust Advisors
Illinois
$140M -$14.3M -219,240 -9%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$134M +$6.85M +104,863 +5%
DPIM
40
Duff & Phelps Investment Management
Illinois
$129M – – –
Amundi
41
Amundi
France
$120M +$27.8M +441,517 +30%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$120M -$1.19M -18,290 -1%
Prudential Financial
43
Prudential Financial
New Jersey
$111M +$47.5M +727,151 +74%
Macquarie Group
44
Macquarie Group
Australia
$110M -$3.88M -59,492 -3%
Jennison Associates
45
Jennison Associates
New York
$110M +$22.4M +342,592 +26%
Swiss National Bank
46
Swiss National Bank
Switzerland
$108M +$294K +4,500 +0.3%
ECM
47
ExodusPoint Capital Management
New York
$96M +$37.3M +571,565 +64%
Pictet Asset Management
48
Pictet Asset Management
Switzerland
$94.6M -$176K -2,695 -0.2%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$94.4M -$3.36M -51,490 -3%
CIMLRA
50
CBRE Investment Management Listed Real Assets
Pennsylvania
$92.7M +$21M +321,475 +29%
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