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Xcel Energy
XEL

Overview Fund Activity

923 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, 300 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
923
Holders Change
-34
Holders Change %
-3.55%
% of All Funds
14.72%
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
300
Closed
110
Calls
$94.7M
Puts
$32.4M
Net Calls
+$62.4M
Net Calls Change
+$6.98M

Top Buyers

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$245M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.46B
3
Ameriprise
Ameriprise
Minnesota
$105M
4
AllianceBernstein
AllianceBernstein
Tennessee
$46.4M
5
BC
Brookfield Corp
Ontario, Canada
$3.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAIS
151
ABN AMRO Investment Solutions
$10.8M -$5.29M -92,400 -33%
II
152
IFM Investors
Australia
$10.6M +$454K +7,943 +4%
AIG
153
American International Group
New York
$10.5M +$276K +4,819 +3%
Calamos Advisors
154
Calamos Advisors
Illinois
$9.95M – – –
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$9.88M -$148K -2,592 -1%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$9.88M +$472K +8,242 +5%
Holocene Advisors
157
Holocene Advisors
New York
$9.8M +$6.37M +111,408 +186%
Nomura Asset Management
158
Nomura Asset Management
Japan
$9.76M +$534K +9,328 +6%
GC
159
Guggenheim Capital
Illinois
$9.68M +$613K +10,719 +7%
Creative Planning
160
Creative Planning
Kansas
$9.58M +$1.32M +23,063 +16%
CC
161
Covalis Capital
United Kingdom
$9.54M +$9.54M +166,778 New
UIM
162
USS Investment Management
United Kingdom
$9.07M +$800K +13,981 +10%
Mackenzie Financial
163
Mackenzie Financial
Ontario, Canada
$9.07M +$5.67M +101,521 +167%
ASRS
164
Arizona State Retirement System
Arizona
$8.91M -$85.8K -1,499 -1%
SOMRS
165
State of Michigan Retirement System
Michigan
$8.65M -$5.72K -100 -0.1%
Comerica Bank
166
Comerica Bank
Texas
$8.47M +$8.47M +148,077 New
BIC
167
Beach Investment Counsel
Pennsylvania
$8.36M -$231K -4,031 -3%
Assenagon Asset Management
168
Assenagon Asset Management
Luxembourg
$8.26M +$5.47M +95,656 +197%
AB
169
Amalgamated Bank
New York
$8.1M +$125K +2,182 +2%
DekaBank Deutsche Girozentrale
170
DekaBank Deutsche Girozentrale
Germany
$8.06M +$1.97M +34,702 +32%
FNBOO
171
First National Bank of Omaha
Nebraska
$8.05M -$521K -9,101 -6%
VanEck Associates
172
VanEck Associates
New York
$7.99M +$305K +5,328 +4%
MIM
173
MetLife Investment Management
New Jersey
$7.81M -$188K -3,294 -2%
IG
174
ING Group
Netherlands
$7.8M +$1.69M +29,471 +28%
Stifel Financial
175
Stifel Financial
Missouri
$7.73M -$626K -10,935 -7%
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