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Xcel Energy
XEL

Overview Fund Activity

1,011 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, 324 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+88
Holders Change %
+9.53%
% of All Funds
14.82%
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
324
Closed
67
Calls
$155M
Puts
$32.9M
Net Calls
+$122M
Net Calls Change
+$59.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$4.46B
2
Morgan Stanley
Morgan Stanley
New York
$744M
3
Goldman Sachs
Goldman Sachs
New York
$421M
4
ECM
ExodusPoint Capital Management
New York
$108M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.24B

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.03B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.33B
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.79M
4
Verition Fund Management
Verition Fund Management
Connecticut
$9.68M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
1001
West Paces Advisors
Georgia
$805 -$3.28K -53 -80%
CAM
1002
ClariVest Asset Management
California
$743 +$743 +12 New
FGAM
1003
Financial Gravity Asset Management
Texas
$668 +$334 +4 +100%
WA
1004
WestEnd Advisors
North Carolina
$557 -$309 -5 -36%
TWP
1005
TFO Wealth Partners
Ohio
$495 – – –
TWD
1006
True Wealth Design
Ohio
$434 – – –
IPW
1007
Impact Partnership Wealth
Georgia
$433 – – –
EWM
1008
Evermay Wealth Management
Virginia
$372 +$372 +6 New
FFA
1009
Frazier Financial Advisors
Ohio
$186 +$186 +3 New
BWM
1010
Baystate Wealth Management
Massachusetts
$63 – – –
DWM
1011
Dogwood Wealth Management
Kansas
$6 – – –
D.E. Shaw & Co
1012
D.E. Shaw & Co
New York
– -$33M -576,238 Closed
LIP
1013
Lighthouse Investment Partners
Florida
– -$32M -558,752 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1014
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$24.7M -431,947 Closed
SFI
1015
Susquehanna Fundamental Investments
Pennsylvania
– -$15.6M -272,362 Closed
N
1016
Natixis
France
– -$13.6M -237,481 Closed
RA
1017
Rovida Advisors
Florida
– -$13.2M -230,000 Closed
CC
1018
Covalis Capital
United Kingdom
– -$9.54M -166,778 Closed
BIC
1019
Beach Investment Counsel
Pennsylvania
– -$8.36M -146,102 Closed
JAM
1020
Jupiter Asset Management
United Kingdom
– -$5.23M -91,396 Closed
SBH
1021
Segall Bryant & Hamill
Illinois
– -$4M -69,922 Closed
ECM
1022
Element Capital Management
New York
– -$3.42M -59,768 Closed
WAM
1023
Weiss Asset Management
Massachusetts
– -$2.72M -47,523 Closed
AIM
1024
Aigen Investment Management
New York
– -$2.15M -37,538 Closed
TIMH
1025
Tilt Investment Management Holdings
New York
– -$2.11M -36,492 Closed
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