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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 %
Public Sector Pension Investment Board (PSP Investments)
176
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.2M +$632K +9,370 +8%
HAI
177
Hennessy Advisors Inc
California
$8.16M – – –
Citadel Advisors
178
Citadel Advisors
Florida
$8.04M -$25.8M -382,154 -76%
Rafferty Asset Management
179
Rafferty Asset Management
New York
$7.96M +$1.24M +18,328 +18%
SAM
180
Silvercrest Asset Management
New York
$7.89M – – –
FFN
181
Focus Financial Network
Minnesota
$7.79M +$95.8K +1,409 +1%
Janus Henderson Group
182
Janus Henderson Group
United Kingdom
$7.72M -$16.8K -249 -0.2%
VI
183
Vestcor Inc
New Brunswick, Canada
$7.68M -$117K -1,737 -2%
TPSF
184
Texas Permanent School Fund
Texas
$7.66M +$2.42M +35,835 +46%
IG
185
ING Group
Netherlands
$7.63M +$1.03M +15,276 +16%
MSV
186
MN Services Vermogensbeheer
Netherlands
$7.48M – – –
IIM
187
INTECH Investment Management
Florida
$7.38M +$3.52M +52,267 +91%
SOADOR
188
State of Alaska Department of Revenue
Alaska
$7.32M -$83.6K -1,240 -1%
HighTower Advisors
189
HighTower Advisors
Illinois
$7.25M -$84.6K -1,254 -1%
LIP
190
Lighthouse Investment Partners
Florida
$7M +$7M +103,747 New
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$7M +$321K +4,767 +5%
NA
192
NewEdge Advisors
Louisiana
$6.86M +$11.4K +169 +0.2%
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$6.77M +$430K +6,376 +7%
PAM
194
Palisade Asset Management
Minnesota
$6.73M -$3.04K -45 -0%
YCM
195
Yousif Capital Management
Michigan
$6.68M -$346K -5,124 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
196
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.62M -$5.77M -85,500 -47%
JPMPWA
197
J.P. Morgan Private Wealth Advisors
California
$6.57M -$841K -12,463 -11%
SGI
198
Summit Global Investments
Utah
$6.57M -$22.7K -336 -0.3%
URS
199
Utah Retirement Systems
Utah
$6.54M +$13.5K +200 +0.2%
DekaBank Deutsche Girozentrale
200
DekaBank Deutsche Girozentrale
Germany
$6.51M -$83.2K -1,251 -1%
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