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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 %
MCM
201
Mattern Capital Management
Colorado
$5.56M +$273K +4,387 +5%
APF
202
Alaska Permanent Fund
Alaska
$5.56M +$5.56M +89,396 New
PFM
203
Premier Fund Managers
United Kingdom
$5.52M +$920K +15,000 +20%
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$5.49M -$148K -2,379 -3%
4WM
205
44 Wealth Management
Oregon
$5.37M -$63.7K -1,024 -1%
HEIP
206
Hudson Edge Investment Partners
New Jersey
$5.36M +$132K +2,129 +3%
SG Americas Securities
207
SG Americas Securities
New York
$5.35M -$216K -3,472 -4%
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
$5.35M +$10.1K +162 +0.2%
BCM
209
BTC Capital Management
Iowa
$5.35M +$1.03M +16,616 +24%
AIM
210
Ausbil Investment Management
Australia
$5.28M -$286K -4,599 -5%
FPB
211
First PREMIER Bank
South Dakota
$5.16M – – –
APSI
212
Asset Planning Services Inc
Louisiana
$5.13M -$76.2K -1,225 -1%
AssetMark Inc
213
AssetMark Inc
California
$4.92M +$894K +14,373 +22%
MOACM
214
Mutual of America Capital Management
New York
$4.92M +$52.8K +850 +1%
Schroder Investment Management Group
215
Schroder Investment Management Group
United Kingdom
$4.87M -$662K -10,647 -12%
Mariner
216
Mariner
Kansas
$4.85M +$283K +4,555 +6%
NYLIM
217
New York Life Investment Management
New York
$4.85M +$30.4K +489 +0.6%
DRP
218
Decade Renewable Partners
Texas
$4.82M +$4.82M +77,500 New
PAM
219
Panagora Asset Management
Massachusetts
$4.8M – – –
YIH
220
Y-Intercept (HK)
Hong Kong
$4.66M +$4.66M +74,969 New
PP
221
Prudential plc
United Kingdom
$4.47M +$286K +4,599 +7%
ECM
222
Element Capital Management
New York
$4.45M +$231K +3,723 +5%
EGM
223
Engineers Gate Manager
New York
$4.44M +$3.51M +56,473 +378%
BNP Paribas Asset Management
224
BNP Paribas Asset Management
France
$4.4M -$426K -6,846 -9%
AAIM
225
American Assets Investment Management
California
$4.35M – – –
7 8
9
10 11