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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 %
National Pension Service
51
National Pension Service
South Korea
$71.9M +$2.88M +54,010 +4%
Jennison Associates
52
Jennison Associates
New York
$71.7M -$968K -18,121 -1%
LPL Financial
53
LPL Financial
California
$67.9M +$18.7M +350,056 +38%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$67.9M +$24.9M +465,884 +58%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$66.3M -$64.6M -1,209,925 -49%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$63.5M +$20.3M +368,977 +47%
Canada Pension Plan Investment Board
57
Canada Pension Plan Investment Board
Ontario, Canada
$63.4M +$7.97M +149,200 +14%
Citigroup
58
Citigroup
New York
$62M +$35.7M +667,549 +135%
Deutsche Bank
59
Deutsche Bank
Germany
$61.6M -$27M -504,601 -30%
COPPSERS
60
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$59.6M +$559K +10,472 +0.9%
RJA
61
Raymond James & Associates
Florida
$59M +$26.8M +502,231 +83%
CIMLRA
62
CBRE Investment Management Listed Real Assets
Pennsylvania
$58.7M +$30.5M +570,538 +108%
Stifel Financial
63
Stifel Financial
Missouri
$56.8M +$44.7M +837,373 +371%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$52.8M -$221K -4,138 -0.4%
BGIM
65
Brandywine Global Investment Management
Pennsylvania
$52.3M +$52.3M +978,415 New
Prudential Financial
66
Prudential Financial
New Jersey
$52.2M -$308K -5,761 -0.6%
WorldQuant Millennium Advisors
67
WorldQuant Millennium Advisors
New York
$51.6M -$416K -7,786 -0.8%
EIP
68
Energy Income Partners
Connecticut
$49.8M -$457K -8,554 -0.9%
SEI Investments
69
SEI Investments
Pennsylvania
$48.5M +$7.71M +144,325 +19%
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$48.4M +$42.6M +797,096 +725%
ECM
71
ExodusPoint Capital Management
New York
$48M +$41.2M +770,573 +603%
RFC
72
Regions Financial Corp
Alabama
$45.4M +$5.08M +95,022 +13%
Allianz Asset Management
73
Allianz Asset Management
Germany
$44.7M -$8.49M -158,995 -16%
Two Sigma Investments
74
Two Sigma Investments
New York
$43.2M +$41.4M +775,993 +2,396%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$41.8M +$4.86M +90,994 +13%
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