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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 %
Two Sigma Investments
151
Two Sigma Investments
New York
$9.81M -$11.9M -191,005 -55%
ASRS
152
Arizona State Retirement System
Arizona
$9.78M +$488K +7,857 +5%
CIBC Asset Management
153
CIBC Asset Management
Ontario, Canada
$9.66M -$158K -2,543 -2%
SIA
154
Sit Investment Associates
Minnesota
$9.43M -$1.33M -21,375 -12%
SOMRS
155
State of Michigan Retirement System
Michigan
$9.41M +$62.2K +1,000 +0.7%
BIC
156
Beach Investment Counsel
Pennsylvania
$9.33M +$1.63M +26,273 +21%
FNBOO
157
First National Bank of Omaha
Nebraska
$9.31M -$128K -2,060 -1%
Stifel Financial
158
Stifel Financial
Missouri
$9.08M +$498K +8,016 +6%
UIM
159
USS Investment Management
United Kingdom
$8.99M – – –
Creative Planning
160
Creative Planning
Kansas
$8.98M +$732K +11,776 +9%
Aberdeen Group
161
Aberdeen Group
United Kingdom
$8.72M -$273K -4,396 -3%
MIM
162
MetLife Investment Management
New Jersey
$8.69M -$92.3K -1,485 -1%
AB
163
Amalgamated Bank
New York
$8.67M -$269K -4,320 -3%
Squarepoint
164
Squarepoint
New York
$8.58M -$857K -13,781 -9%
VanEck Associates
165
VanEck Associates
New York
$8.35M +$304K +4,891 +4%
OTPPB
166
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.2M +$2.31M +37,130 +39%
NEI
167
Northwest & Ethical Investments
Ontario, Canada
$7.97M +$338K +5,442 +4%
M&T Bank
168
M&T Bank
New York
$7.8M -$218K -3,499 -3%
RJFSA
169
Raymond James Financial Services Advisors
Florida
$7.79M +$121K +1,939 +2%
Retirement Systems of Alabama
170
Retirement Systems of Alabama
Alabama
$7.78M -$2.28M -36,669 -23%
YCM
171
Yaupon Capital Management
New York
$7.71M +$7.71M +123,939 New
Adage Capital Partners
172
Adage Capital Partners
Massachusetts
$7.67M -$26.4M -424,600 -77%
Public Sector Pension Investment Board (PSP Investments)
173
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.52M -$44.6K -717 -0.6%
VI
174
Vestcor Inc
New Brunswick, Canada
$7.51M +$433K +6,972 +6%
SOADOR
175
State of Alaska Department of Revenue
Alaska
$7.49M +$743K +11,951 +11%
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7
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