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Xcel Energy
XEL

Overview Fund Activity

923 hedge funds and large institutions have $24.6B invested in Xcel Energy in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 365 increasing their positions, 300 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
923
Holders Change
-34
Holders Change %
-3.55%
% of All Funds
14.72%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
90
Increased
365
Reduced
300
Closed
110
Calls
$94.7M
Puts
$32.4M
Net Calls
+$62.4M
Net Calls Change
+$6.98M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$3.67B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.23B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.06B
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$91M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$67.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$245M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.46B
3
Ameriprise
Ameriprise
Minnesota
$105M
4
AllianceBernstein
AllianceBernstein
Tennessee
$46.4M
5
BC
Brookfield Corp
Ontario, Canada
$3.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZP
926
Zimmer Partners
New York
– -$12.4M -200,000 Closed
TC
927
TwinBeech Capital
New York
– -$10.8M -172,952 Closed
SIA
928
Sit Investment Associates
Minnesota
– -$9.43M -151,610 Closed
NEI
929
Northwest & Ethical Investments
Ontario, Canada
– -$7.97M -128,156 Closed
YCM
930
Yaupon Capital Management
New York
– -$7.71M -123,939 Closed
CCM
931
Cinctive Capital Management
New York
– -$6.6M -106,156 Closed
ACM
932
Aquatic Capital Management
Illinois
– -$6.02M -96,900 Closed
DRP
933
Decade Renewable Partners
Texas
– -$4.82M -77,500 Closed
YIH
934
Y-Intercept (HK)
Hong Kong
– -$4.66M -74,969 Closed
RPI
935
Railway Pension Investments
United Kingdom
– -$4.02M -64,700 Closed
PMEF
936
Point72 Middle East FZE
United Arab Emirates
– -$3.54M -56,950 Closed
MF
937
Magnetar Financial
Illinois
– -$3.16M -50,808 Closed
FC
938
FORA Capital
Florida
– -$2.8M -45,070 Closed
Acadian Asset Management
939
Acadian Asset Management
Massachusetts
– -$2.29M -36,792 Closed
FDS
940
First Dallas Securities
Texas
– -$2.23M -35,922 Closed
RBA
941
Richard Bernstein Advisors
New York
– -$2.22M -35,649 Closed
PFA
942
Peak Financial Advisors
Colorado
– -$2.16M -34,766 Closed
Walleye Trading
943
Walleye Trading
New York
– -$1.76M -28,252 Closed
QIM
944
Quantitative Investment Management
Virginia
– -$1.45M -23,288 Closed
WCA
945
Waratah Capital Advisors
Ontario, Canada
– -$1.26M -20,207 Closed
NICM
946
Neo Ivy Capital Management
New York
– -$1.2M -19,317 Closed
V
947
Veritable
Delaware
– -$1.2M -19,256 Closed
HVM
948
Harvest Volatility Management
Connecticut
– -$1.05M -16,952 Closed
OTL
949
Oak Thistle LLC
New York
– -$1.04M -16,711 Closed
DAS
950
Dynamic Advisor Solutions
Arizona
– -$1.01M -16,244 Closed
36 37
38
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