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Xcel Energy
XEL

Overview Fund Activity

964 hedge funds and large institutions have $29B invested in Xcel Energy in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 367 increasing their positions, 310 reducing their positions, and 76 closing their positions.

Holders
964
Holders Change
-14
Holders Change %
-1.43%
% of All Funds
15.43%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
90
Increased
367
Reduced
310
Closed
76
Calls
$101M
Puts
$14.4M
Net Calls
+$86.6M
Net Calls Change
+$17.2M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$1.02B
2
Bank of America
2
Bank of America
North Carolina
$833M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$901M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.69B
5
Cohen & Steers
5
Cohen & Steers
New York
$111M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$78.9M
2
Capital International Investors
2
Capital International Investors
California
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$260M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.1B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$42M 622,975 +5,900 +1%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$41.7M 618,036 +2,852 +0.5%
WorldQuant Millennium Advisors
78
WorldQuant Millennium Advisors
New York
$41.5M 615,810 +303,688 +97%
VRS
79
Virginia Retirement Systems
Virginia
$41M 608,604 -103,732 -15%
GF
80
Gabelli Funds
New York
$39.6M 586,488 -500 -0.1%
JAM
81
Jupiter Asset Management
United Kingdom
$38.9M 576,341 +576,341 New
VDI
82
Vaughan David Investments
Illinois
$38.8M 574,924 -2,020 -0.4%
ProShare Advisors
83
ProShare Advisors
Maryland
$37.9M 561,851 +74,913 +15%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$37.8M 560,425 -271,012 -33%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$37.3M 553,491 +49,340 +10%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$37M 547,942 +116,300 +27%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$36.1M 535,442 +264,813 +98%
Prudential Financial
88
Prudential Financial
New Jersey
$36M 508,111 +19,918 +4%
LPL Financial
89
LPL Financial
California
$36M 533,499 +41,038 +8%
ORIO
90
Old Republic International (ORI)
Illinois
$35.8M 530,900 – –
EIP
91
Energy Income Partners
Connecticut
$34.9M 517,034 -7,166 -1%
Lazard Asset Management
92
Lazard Asset Management
New York
$34.8M 516,233 +276,228 +115%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$33.5M 497,412 -22,896 -4%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$33.3M 493,629 -288,858 -37%
N
95
Natixis
France
$32.6M 482,734 +149,952 +45%
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
$32.4M 480,335 +6,596 +1%
American Century Companies
97
American Century Companies
Missouri
$32.4M 480,867 +16,130 +3%
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$31.4M 465,505 +32,779 +8%
US Bancorp
99
US Bancorp
Minnesota
$28.8M 426,555 -2,317 -0.5%
TCA
100
Tortoise Capital Advisors
Kansas
$28.6M 424,088 +35,688 +9%
2 3
4
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