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Xcel Energy
XEL

Overview Fund Activity

964 hedge funds and large institutions have $29B invested in Xcel Energy in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 367 increasing their positions, 310 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
-14
Holders Change %
-1.43%
% of All Funds
15.43%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
90
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 %
FNBOO
151
First National Bank of Omaha
Nebraska
$10.2M -$91.2K -1,352 -0.9%
Squarepoint
152
Squarepoint
New York
$10.2M +$7.55M +111,912 +281%
Mackenzie Financial
153
Mackenzie Financial
Ontario, Canada
$10.2M +$64.2K +952 +0.6%
SOMRS
154
State of Michigan Retirement System
Michigan
$10.1M +$108K +1,600 +1%
E
155
Ergoteles
New York
$10.1M +$10.1M +150,294 New
ASRS
156
Arizona State Retirement System
Arizona
$10.1M +$25.8K +383 +0.3%
ACG
157
Aventail Capital Group
New York
$9.82M +$9.82M +145,540 New
UIM
158
USS Investment Management
United Kingdom
$9.75M – – –
Aberdeen Group
159
Aberdeen Group
United Kingdom
$9.75M +$172K +2,549 +2%
GC
160
Guggenheim Capital
Illinois
$9.72M -$67 -1 -0%
AB
161
Amalgamated Bank
New York
$9.7M +$148K +2,195 +2%
MIM
162
MetLife Investment Management
New Jersey
$9.52M -$114K -1,692 -1%
D.E. Shaw & Co
163
D.E. Shaw & Co
New York
$9.41M +$6.11M +90,602 +185%
Stifel Financial
164
Stifel Financial
Missouri
$9.31M +$106K +1,575 +1%
Two Sigma Advisers
165
Two Sigma Advisers
New York
$9.23M +$6.14M +91,000 +198%
Creative Planning
166
Creative Planning
Kansas
$8.94M +$159K +2,356 +2%
II
167
IFM Investors
Australia
$8.94M +$156K +2,314 +2%
OQS
168
Occudo Quantitative Strategies
Florida
$8.87M +$8.87M +131,521 New
IMPI
169
Ilmarinen Mutual Pension Insurance
Finland
$8.84M +$1.42M +21,000 +19%
VanEck Associates
170
VanEck Associates
New York
$8.73M -$123K -1,821 -1%
M&T Bank
171
M&T Bank
New York
$8.7M -$469K -6,949 -5%
BIC
172
Beach Investment Counsel
Pennsylvania
$8.35M – – –
RJFSA
173
Raymond James Financial Services Advisors
Florida
$8.32M +$62.7K +930 +0.8%
NEI
174
Northwest & Ethical Investments
Ontario, Canada
$8.28M – – –
Public Sector Pension Investment Board (PSP Investments)
175
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.2M +$632K +9,370 +8%
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7
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