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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 %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$5.46M -$8.65M -151,138 -61%
URS
202
Utah Retirement Systems
Utah
$5.42M +$11.4K +200 +0.2%
CWM
203
CIBC World Markets
New York
$5.37M -$955K -16,690 -15%
BSA
204
Braun Stacey Associates
New York
$5.3M +$58.5K +1,023 +1%
OIM
205
Opus Investment Management
Massachusetts
$5.25M – – –
JAM
206
Jupiter Asset Management
United Kingdom
$5.23M -$55.7M -973,469 -91%
HEIP
207
Hudson Edge Investment Partners
New Jersey
$5.16M +$234K +4,086 +5%
APF
208
Alaska Permanent Fund
Alaska
$5.07M -$43K -752 -0.8%
AssetMark Inc
209
AssetMark Inc
California
$5.04M +$514K +8,979 +11%
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$4.99M +$64.9K +1,134 +1%
BCM
211
BTC Capital Management
Iowa
$4.98M +$40.7K +711 +0.8%
CSS
212
Cubist Systematic Strategies
Connecticut
$4.93M -$10.8M -189,374 -69%
FDP
213
Financiere des Professionnels
Quebec, Canada
$4.85M +$4.85M +84,675 New
AAF
214
Andra AP-fonden
Sweden
$4.84M -$950K -16,600 -16%
APSI
215
Asset Planning Services Inc
Louisiana
$4.8M +$75.8K +1,325 +2%
FPB
216
First PREMIER Bank
South Dakota
$4.7M -$47K -822 -1%
AIM
217
Ausbil Investment Management
Australia
$4.68M – – –
NA
218
NewEdge Advisors
Louisiana
$4.67M -$938K -16,386 -17%
Schroder Investment Management Group
219
Schroder Investment Management Group
United Kingdom
$4.65M +$167K +2,923 +4%
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$4.6M -$451K -7,886 -9%
DIA
221
Dean Investment Associates
Ohio
$4.55M -$1.45M -25,381 -24%
Janus Henderson Group
222
Janus Henderson Group
United Kingdom
$4.53M -$2.2M -38,481 -33%
Mariner
223
Mariner
Kansas
$4.52M +$58.9K +1,030 +1%
NYLIM
224
New York Life Investment Management
New York
$4.5M +$39.3K +687 +0.9%
Truist Financial
225
Truist Financial
North Carolina
$4.48M +$1.38M +24,077 +44%
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