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Xcel Energy
XEL

Overview Fund Activity

922 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, 299 reducing their positions, and 110 closing their positions.

Holders
922
Holders Change
-34
Holders Change %
-3.56%
% of All Funds
14.7%
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
299
Closed
110
Calls
$94.7M
Puts
$32.4M
Net Calls
+$62.4M
Net Calls Change
+$6.98M

Top Buyers

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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$245M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.46B
3
Ameriprise
3
Ameriprise
Minnesota
$105M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$46.4M
5
BC
5
Brookfield Corp
Ontario, Canada
$3.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$28.3M +$2.11M +36,934 +8%
Lazard Asset Management
102
Lazard Asset Management
New York
$26.2M -$2.29M -40,003 -8%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$25.6M -$42.4M -740,174 -62%
TCA
104
Tortoise Capital Advisors
Kansas
$25.2M – – –
Connor, Clark & Lunn Investment Management (CC&L)
105
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$24.7M +$21.3M +372,348 +625%
New York State Common Retirement Fund
106
New York State Common Retirement Fund
New York
$23.1M -$4.82M -84,302 -17%
US Bancorp
107
US Bancorp
Minnesota
$22.9M -$1.31M -22,869 -5%
Allianz Asset Management
108
Allianz Asset Management
Germany
$22.3M -$10.9M -190,586 -33%
Tudor Investment Corp
109
Tudor Investment Corp
Connecticut
$21.5M +$10.3M +179,359 +91%
Federated Hermes
110
Federated Hermes
Pennsylvania
$21.1M +$20.5M +357,807 +3,124%
MAM
111
Martingale Asset Management
Massachusetts
$20.3M -$575K -10,055 -3%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$20.3M -$1.54M -26,996 -7%
ST
113
Sabal Trust
Florida
$19.7M -$60.7K -1,061 -0.3%
GIA
114
Gateway Investment Advisers
Ohio
$19.7M +$19.2M +335,146 +3,689%
BC
115
Bruce & Co
Illinois
$19.6M -$1.65M -28,754 -8%
CB
116
Commerce Bank
Missouri
$19.3M -$30.4M -531,322 -61%
MPI
117
Mairs & Power Inc
Minnesota
$19.2M +$381K +6,665 +2%
LP
118
LMR Partners
United Kingdom
$19.1M +$19.1M +333,318 New
Corient Private Wealth
119
Corient Private Wealth
Florida
$18.9M +$445K +7,767 +2%
Teacher Retirement System of Texas
120
Teacher Retirement System of Texas
Texas
$18.5M -$1.02M -17,882 -5%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$18.2M +$85.1K +1,487 +0.5%
Jane Street
122
Jane Street
New York
$18M +$15.1M +263,758 +514%
KACA
123
Kayne Anderson Capital Advisors
California
$17.9M -$30.6M -534,400 -63%
RJA
124
Raymond James & Associates
Florida
$17.9M +$4.84M +84,670 +37%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$17.8M -$377K -6,589 -2%
3 4
5
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