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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 %
IMRF
176
Illinois Municipal Retirement Fund
Illinois
$7.45M -$4.14M -66,519 -36%
HAI
177
Hennessy Advisors Inc
California
$7.39M -$137K -2,200 -2%
FFN
178
Focus Financial Network
Minnesota
$7.38M +$197K +3,149 +3%
Janus Henderson Group
179
Janus Henderson Group
United Kingdom
$7.31M +$197K +3,162 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
180
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.3M +$1.2M +19,354 +20%
SAM
181
Silvercrest Asset Management
New York
$7.27M – – –
TPSF
182
Texas Permanent School Fund
Texas
$7.14M +$81.6K +1,313 +1%
Cambridge Investment Research Advisors
183
Cambridge Investment Research Advisors
Iowa
$7.08M +$840K +13,511 +13%
CWM
184
CIBC World Markets
New York
$6.87M +$4.74M +76,307 +223%
HighTower Advisors
185
HighTower Advisors
Illinois
$6.69M +$16.9K +273 +0.3%
IG
186
ING Group
Netherlands
$6.64M -$391K -6,295 -6%
CCM
187
Cinctive Capital Management
New York
$6.6M +$6.6M +106,156 New
DekaBank Deutsche Girozentrale
188
DekaBank Deutsche Girozentrale
Germany
$6.58M +$569K +9,280 +9%
DIA
189
Dean Investment Associates
Ohio
$6.52M +$4.94M +79,446 +312%
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$6.44M -$13.1K -211 -0.2%
PAM
191
Palisade Asset Management
Minnesota
$6.43M +$222K +3,575 +4%
AAF
192
Andra AP-fonden
Sweden
$6.29M +$2.11M +34,000 +51%
YCM
193
Yousif Capital Management
Michigan
$6.22M +$63.7K +1,025 +1%
BWL
194
Bogart Wealth LLC
Virginia
$6.21M +$281K +4,520 +5%
SGI
195
Summit Global Investments
Utah
$6.13M +$72.9K +1,172 +1%
NA
196
NewEdge Advisors
Louisiana
$6.1M -$229K -3,685 -4%
ACM
197
Aquatic Capital Management
Illinois
$6.02M +$6.02M +96,900 New
URS
198
Utah Retirement Systems
Utah
$5.88M -$149K -2,400 -2%
OIM
199
Opus Investment Management
Massachusetts
$5.7M – – –
BSA
200
Braun Stacey Associates
New York
$5.7M -$5.24M -84,345 -48%
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