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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 %
BWL
201
Bogart Wealth LLC
Virginia
$6.43M +$646K +9,584 +11%
OTPPB
202
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.39M +$2.1M +31,118 +49%
Cerity Partners
203
Cerity Partners
New York
$6.37M +$429K +5,067 +7%
Walleye Capital
204
Walleye Capital
New York
$6.35M +$6.35M +94,086 New
X
205
Xponance
Pennsylvania
$6.32M +$142K +2,111 +2%
WCA
206
Waratah Capital Advisors
Ontario, Canada
$6.31M -$603K -8,945 -9%
OIM
207
Opus Investment Management
Massachusetts
$6.18M – – –
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$6.11M -$127K -1,883 -2%
UFG
209
United Fire Group
Iowa
$6.07M – – –
SG Americas Securities
210
SG Americas Securities
New York
$6.04M -$15.3M -226,160 -72%
AIM
211
Ausbil Investment Management
Australia
$6.04M +$406K +6,023 +7%
Schroder Investment Management Group
212
Schroder Investment Management Group
United Kingdom
$6M +$668K +9,909 +13%
4WM
213
44 Wealth Management
Oregon
$5.9M +$5.9M +87,455 New
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$5.79M -$367K -5,434 -6%
MCM
215
Mattern Capital Management
Colorado
$5.74M +$198K +2,929 +4%
HEIP
216
Hudson Edge Investment Partners
New Jersey
$5.67M +$1.55M +23,058 +38%
APSI
217
Asset Planning Services Inc
Louisiana
$5.65M -$164K -2,425 -3%
FPB
218
First PREMIER Bank
South Dakota
$5.6M -$21.7K -322 -0.4%
Man Group
219
Man Group
United Kingdom
$5.52M -$13.8M -197,213 Closed
MOACM
220
Mutual of America Capital Management
New York
$5.28M +$8.84K +131 +0.2%
BNP Paribas Asset Management
221
BNP Paribas Asset Management
France
$5.24M -$287K -4,255 -5%
NYLIM
222
New York Life Investment Management
New York
$5.23M +$12.5K +186 +0.2%
PAM
223
Panagora Asset Management
Massachusetts
$5.21M -$39.6M -586,901 -88%
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
$5.05M +$2.44M +36,208 +93%
PFM
225
Premier Fund Managers
United Kingdom
$5.02M -$335K -5,000 -6%
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9
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