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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 %
UBS Group
51
UBS Group
Switzerland
$69.7M +$26.2M +420,857 +60%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$67M -$5.73M -92,213 -8%
Jennison Associates
53
Jennison Associates
New York
$66.9M -$1.25M -20,157 -2%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$66.6M -$2.27M -36,551 -3%
AQR Capital Management
55
AQR Capital Management
Connecticut
$66.4M +$12.7M +205,486 +24%
JAM
56
Jupiter Asset Management
United Kingdom
$66.2M +$30.4M +488,524 +85%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$64.6M -$7.13M -114,734 -10%
COPPSERS
58
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$63.4M +$5.79M +93,094 +10%
CIMLRA
59
CBRE Investment Management Listed Real Assets
Pennsylvania
$55.1M -$6.58M -105,895 -11%
IIM
60
INTECH Investment Management
Florida
$54.7M +$47.9M +770,837 +704%
CB
61
Commerce Bank
Missouri
$54M -$991K -15,933 -2%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$52.9M -$864K -13,899 -2%
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$52.8M -$14.4M -231,155 -21%
KACA
64
Kayne Anderson Capital Advisors
California
$52.7M -$4.02M -64,680 -7%
CS
65
Credit Suisse
Switzerland
$49.9M -$985K -15,848 -2%
CVA
66
Ceredex Value Advisors
Florida
$49.5M +$2.49M +39,700 +5%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.2M -$1.12M -18,037 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
68
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$47.4M +$43.8M +704,821 +1,218%
RFC
69
Regions Financial Corp
Alabama
$47.4M +$2.91M +46,799 +7%
Citigroup
70
Citigroup
New York
$47.1M -$421K -6,766 -0.9%
Korea Investment Corp
71
Korea Investment Corp
South Korea
$46.9M -$8.45M -135,944 -15%
SEI Investments
72
SEI Investments
Pennsylvania
$45.8M -$2.57M -41,353 -5%
GLA
73
Great Lakes Advisors
Illinois
$44.3M -$5.66M -91,010 -11%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$41.7M -$1.42M -22,885 -3%
WorldQuant Millennium Advisors
75
WorldQuant Millennium Advisors
New York
$40.1M +$1.77M +28,496 +5%
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