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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.

New
Increased
Maintained
Reduced
Closed
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 %
American Century Companies
76
American Century Companies
Missouri
$39.3M +$9.37M +150,756 +31%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$38M -$751K -12,074 -2%
ACA
78
Anchor Capital Advisors
Massachusetts
$37.6M -$1.34M -21,540 -3%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$36.5M -$1.89M -30,352 -5%
GF
80
Gabelli Funds
New York
$36.4M -$37.6K -605 -0.1%
VDI
81
Vaughan David Investments
Illinois
$36.3M +$572K +9,199 +2%
Allianz Asset Management
82
Allianz Asset Management
Germany
$36.1M -$5.15M -82,799 -12%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$34.7M -$1.48M -22,962 -4%
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$34.6M +$19.1M +303,511 +124%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$34.4M – – –
LPL Financial
86
LPL Financial
California
$34.4M +$1.19M +19,113 +4%
EIP
87
Energy Income Partners
Connecticut
$33.9M +$1.71M +27,504 +5%
ProShare Advisors
88
ProShare Advisors
Maryland
$33.2M -$1.68M -27,045 -5%
ORIO
89
Old Republic International (ORI)
Illinois
$32.1M -$951K -15,300 -3%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$32M +$1.32M +21,181 +4%
Prudential Financial
91
Prudential Financial
New Jersey
$31.8M +$211K +3,389 +0.7%
Mitsubishi UFJ Asset Management
92
Mitsubishi UFJ Asset Management
Japan
$31M +$2.1M +33,836 +7%
Lazard Asset Management
93
Lazard Asset Management
New York
$30.9M -$1.15M -18,503 -4%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$30.4M +$17.9M +287,640 +143%
New York State Common Retirement Fund
95
New York State Common Retirement Fund
New York
$30.3M -$581K -9,340 -2%
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
$28.8M -$1.05M -16,918 -4%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$28.4M +$62.5K +1,006 +0.2%
VRS
98
Virginia Retirement Systems
Virginia
$27.6M -$10.3M -165,300 -27%
TCA
99
Tortoise Capital Advisors
Kansas
$27.4M +$1.04M +16,790 +4%
US Bancorp
100
US Bancorp
Minnesota
$26.3M -$253K -4,076 -1%
2 3
4
5 6