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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.

New
Increased
Maintained
Reduced
Closed
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 %
Canada Pension Plan Investment Board
51
Canada Pension Plan Investment Board
Ontario, Canada
$70.6M +$1.44M +23,200 +2%
UBS Group
52
UBS Group
Switzerland
$67.6M +$3.95M +63,870 +6%
National Bank of Canada
53
National Bank of Canada
Quebec, Canada
$66.9M +$3.33M +52,322 +5%
Voloridge Investment Management
54
Voloridge Investment Management
Florida
$66.5M -$12.3M -198,712 -16%
AQR Capital Management
55
AQR Capital Management
Connecticut
$66.2M +$4.94M +80,143 +8%
COPPSERS
56
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$64.2M +$1.03M +16,636 +2%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$61.6M -$260K -4,202 -0.4%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$60M -$40.6M -657,040 -40%
EIP
59
Energy Income Partners
Connecticut
$59.1M +$23.9M +385,848 +68%
Deutsche Bank
60
Deutsche Bank
Germany
$58M -$257K -4,156 -0.4%
LPL Financial
61
LPL Financial
California
$55.7M +$12.9M +208,946 +30%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$55.7M -$5.14M -82,537 -8%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$53.7M -$18.9M -305,671 -26%
Man Group
64
Man Group
United Kingdom
$51.2M +$51.2M +826,946 New
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$50.8M +$20.2M +326,042 +66%
WorldQuant Millennium Advisors
66
WorldQuant Millennium Advisors
New York
$50M -$539K -8,713 -1%
AllianceBernstein
67
AllianceBernstein
Tennessee
$49M -$1.18M -19,057 -2%
CS
68
Credit Suisse
Switzerland
$48.9M -$215K -3,479 -0.4%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$47.6M -$1.5M -24,160 -3%
American Century Companies
70
American Century Companies
Missouri
$47.3M +$431K +6,955 +0.9%
GLA
71
Great Lakes Advisors
Illinois
$46.4M -$16.9M -273,300 -27%
CVA
72
Ceredex Value Advisors
Florida
$45.9M -$14.3M -229,800 -24%
SEI Investments
73
SEI Investments
Pennsylvania
$45.9M +$1.75M +28,333 +4%
RFC
74
Regions Financial Corp
Alabama
$44.6M -$3.18M -51,430 -7%
Citigroup
75
Citigroup
New York
$44.5M -$11.3M -183,218 -20%
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