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Xcel Energy
XEL

Overview Fund Activity

965 hedge funds and large institutions have $29B invested in Xcel Energy in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 367 increasing their positions, 310 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
-13
Holders Change %
-1.33%
% of All Funds
15.44%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
91
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 Holding Trade Value Shares
Change 		Shares
Change %
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$16.9M +$6.89M +102,128 +69%
LP
127
LMR Partners
United Kingdom
$16.9M +$3.43M +50,826 +26%
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$16.5M +$11.2M +166,708 +212%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$16.1M +$2.21M +32,738 +16%
FBB
130
Fulton Breakefield Broenniman
Maryland
$15.9M +$34.1K +506 +0.2%
RJA
131
Raymond James & Associates
Florida
$15.6M +$374K +5,547 +2%
Verition Fund Management
132
Verition Fund Management
Connecticut
$15.5M -$519K -7,692 -3%
TD Asset Management
133
TD Asset Management
Ontario, Canada
$15.2M +$487K +7,222 +3%
BBHC
134
Brown Brothers Harriman & Co
New York
$14.7M +$3.78M +56,064 +34%
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$14.2M +$14.2M +209,885 New
VOYA Investment Management
136
VOYA Investment Management
Georgia
$13.5M -$29.3K -435 -0.2%
IMRF
137
Illinois Municipal Retirement Fund
Illinois
$12.6M +$1.87M +27,768 +18%
CSS
138
Cubist Systematic Strategies
Connecticut
$12.2M +$3.96M +58,662 +48%
AIG
139
American International Group
New York
$12M +$40.9K +607 +0.3%
Natixis Advisors
140
Natixis Advisors
Massachusetts
$11.9M +$1.57M +23,254 +15%
BSA
141
Braun Stacey Associates
New York
$11.9M +$6.15M +91,152 +107%
Calamos Advisors
142
Calamos Advisors
Illinois
$11.7M -$1.47M -21,761 -11%
WBC
143
Westpac Banking Corp
Australia
$11.7M -$2M -29,607 -15%
SIA
144
Sit Investment Associates
Minnesota
$11.7M +$1.23M +18,200 +12%
Nomura Asset Management
145
Nomura Asset Management
Japan
$11.1M -$2.86M -42,431 -20%
Retirement Systems of Alabama
146
Retirement Systems of Alabama
Alabama
$10.9M -$915K -13,565 -8%
Empower Advisory Group
147
Empower Advisory Group
Colorado
$10.9M +$10.9M +161,039 New
GCM
148
Greenland Capital Management
New York
$10.7M +$10.7M +158,341 New
CIBC Asset Management
149
CIBC Asset Management
Ontario, Canada
$10.7M +$89.3K +1,324 +0.8%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$10.5M -$1.08M -15,973 -9%
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