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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
+$495M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$326M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$146M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$90.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$67.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$434M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$285M
3
Ameriprise
Ameriprise
Minnesota
-$240M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$75.8M
5
BC
Brookfield Corp
Ontario, Canada
-$62.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
176
Quadrature Capital
United Kingdom
$7.72M +$4.81M +84,012 +165%
Empower Advisory Group
177
Empower Advisory Group
Colorado
$7.6M -$1.48M -25,783 -16%
RJFSA
178
Raymond James Financial Services Advisors
Florida
$7.52M +$354K +6,194 +5%
Aberdeen Group
179
Aberdeen Group
United Kingdom
$7.4M -$619K -10,818 -8%
Public Sector Pension Investment Board (PSP Investments)
180
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.34M +$425K +7,425 +6%
SGI
181
Summit Global Investments
Utah
$7.28M +$1.64M +28,598 +29%
Retirement Systems of Alabama
182
Retirement Systems of Alabama
Alabama
$7.14M -$21.6K -378 -0.3%
BCM
183
Bayesian Capital Management
New York
$6.94M +$6.09M +106,500 +716%
FFN
184
Focus Financial Network
Minnesota
$6.83M +$30K +520 +0.4%
HAI
185
Hennessy Advisors Inc
California
$6.8M +$5.72K +100 +0.1%
M&T Bank
186
M&T Bank
New York
$6.79M -$393K -6,865 -5%
SOADOR
187
State of Alaska Department of Revenue
Alaska
$6.78M -$112K -1,965 -2%
VI
188
Vestcor Inc
New Brunswick, Canada
$6.78M -$138K -2,410 -2%
SAM
189
Silvercrest Asset Management
New York
$6.69M – – –
Cambridge Investment Research Advisors
190
Cambridge Investment Research Advisors
Iowa
$6.54M +$23.1K +403 +0.4%
TPSF
191
Texas Permanent School Fund
Texas
$6.52M -$53.8K -941 -0.8%
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$6.13M +$211K +3,688 +4%
HighTower Advisors
193
HighTower Advisors
Illinois
$6.09M -$76.3K -1,334 -1%
PAM
194
Palisade Asset Management
Minnesota
$5.93M +$13.9K +243 +0.2%
BWL
195
Bogart Wealth LLC
Virginia
$5.89M +$172K +3,010 +3%
MCM
196
Mattern Capital Management
Colorado
$5.81M +$693K +12,111 +14%
YCM
197
Yousif Capital Management
Michigan
$5.65M -$76.1K -1,330 -1%
JF
198
Jump Financial
Illinois
$5.63M +$5.63M +98,365 New
Natixis Advisors
199
Natixis Advisors
Massachusetts
$5.6M -$3.47M -60,718 -38%
CNB
200
Czech National Bank
Czech Republic
$5.52M +$1.79M +31,255 +48%
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