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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 %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.7M -$1.44M -23,166 -8%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$16.6M -$482K -7,746 -3%
MSV
128
MN Services Vermogensbeheer
Netherlands
$16.3M +$9.4M +151,200 +136%
BBHC
129
Brown Brothers Harriman & Co
New York
$15.4M +$1.79M +28,733 +13%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$15.3M +$477K +7,672 +3%
Renaissance Technologies
131
Renaissance Technologies
New York
$14.9M -$34.4M -553,400 -70%
FBB
132
Fulton Breakefield Broenniman
Maryland
$14.8M +$77.4K +1,245 +0.5%
ECM
133
ExodusPoint Capital Management
New York
$14.3M -$2.74M -44,102 -16%
RJA
134
Raymond James & Associates
Florida
$14.2M -$147K -2,357 -1%
SO
135
STRS Ohio
Ohio
$13.3M +$11.5M +184,565 +624%
TD Asset Management
136
TD Asset Management
Ontario, Canada
$12.7M -$1.36M -21,813 -10%
ZP
137
Zimmer Partners
New York
$12.4M +$12.4M +200,000 New
Tudor Investment Corp
138
Tudor Investment Corp
Connecticut
$12.2M +$12.2M +196,802 New
AIG
139
American International Group
New York
$11.1M +$34.8K +559 +0.3%
II
140
IFM Investors
Australia
$11.1M +$2.83M +45,563 +34%
Commonwealth Equity Services
141
Commonwealth Equity Services
Massachusetts
$10.9M +$26K +419 +0.2%
Calamos Advisors
142
Calamos Advisors
Illinois
$10.8M – – –
TC
143
TwinBeech Capital
New York
$10.8M +$10.8M +172,952 New
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$10.2M +$503K +8,086 +5%
Rafferty Asset Management
145
Rafferty Asset Management
New York
$10.1M +$2.73M +43,922 +37%
Osaic Holdings
146
Osaic Holdings
Arizona
$10.1M +$381K +6,125 +4%
Nomura Asset Management
147
Nomura Asset Management
Japan
$10M -$222K -3,573 -2%
Empower Advisory Group
148
Empower Advisory Group
Colorado
$9.86M -$150K -2,418 -2%
Natixis Advisors
149
Natixis Advisors
Massachusetts
$9.85M -$1.15M -18,466 -10%
GC
150
Guggenheim Capital
Illinois
$9.85M +$891K +14,325 +10%
4 5
6
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