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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 %
SO
1026
STRS Ohio
Ohio
– -$1.73M -30,219 Closed
Two Sigma Advisers
1027
Two Sigma Advisers
New York
– -$1.57M -27,500 Closed
NG
1028
NatWest Group
United Kingdom
– -$1.37M -23,932 Closed
TC
1029
Toews Corporation
New Jersey
– -$772K -13,500 Closed
GM
1030
GeoWealth Management
Illinois
– -$694K -12,123 Closed
EFS
1031
Essex Financial Services
Connecticut
– -$658K -11,491 Closed
N
1032
Numerai
California
– -$641K -11,198 Closed
BMCM
1033
Burns Matteson Capital Management
New York
– -$568K -9,934 Closed
Wellington Management Group
1034
Wellington Management Group
Massachusetts
– -$515K -9,000 Closed
FMAEN1
1035
Fund Management at Engine No 1
California
– -$451K -7,885 Closed
ACM
1036
Alethea Capital Management
Washington
– -$431K -7,524 Closed
CC
1037
Centiva Capital
New York
– -$415K -7,255 Closed
TCA
1038
Transcend Capital Advisors
New Jersey
– -$402K -7,034 Closed
MPM
1039
MBB Public Markets
Illinois
– -$347K -6,062 Closed
GCM
1040
Graham Capital Management
Connecticut
– -$345K -6,026 Closed
GCP
1041
GSA Capital Partners
United Kingdom
– -$313K -5,472 Closed
AAS
1042
Ameritas Advisory Services
Nebraska
– -$308K -5,335 Closed
Fayez Sarofim & Co
1043
Fayez Sarofim & Co
Texas
– -$302K -5,272 Closed
MAM
1044
Madison Asset Management
Wisconsin
– -$290K -5,064 Closed
TAM
1045
Trillium Asset Management
Massachusetts
– -$282K -4,925 Closed
LFG
1046
Leverty Financial Group
Wisconsin
– -$254K -4,438 Closed
ICG
1047
InterOcean Capital Group
Tennessee
– -$252K -4,409 Closed
STA
1048
Summit Trail Advisors
New York
– -$249K -4,303 Closed
CFS
1049
CRA Financial Services
New Jersey
– -$237K -4,145 Closed
O
1050
Ossiam
France
– -$226K -3,946 Closed
40 41
42
43 44