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Xcel Energy
XEL

Overview Fund Activity

1,011 hedge funds and large institutions have $27.3B invested in Xcel Energy in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 367 increasing their positions, 324 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+88
Holders Change %
+9.53%
% of All Funds
14.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
167
Increased
367
Reduced
324
Closed
67
Calls
$155M
Puts
$32.9M
Net Calls
+$122M
Net Calls Change
+$59.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$491M
2
Morgan Stanley
Morgan Stanley
New York
+$412M
3
Goldman Sachs
Goldman Sachs
New York
+$130M
4
ECM
ExodusPoint Capital Management
New York
+$108M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$91.2M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$300M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$246M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$95.7M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$75.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$60.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
201
Janney Montgomery Scott
Pennsylvania
$6.05M +$653K +10,546 +12%
CNB
202
Czech National Bank
Czech Republic
$5.98M +$14.9K +241 +0.2%
OTPPB
203
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.97M +$1.27M +20,493 +27%
URS
204
Utah Retirement Systems
Utah
$5.9M +$31K +500 +0.5%
YCM
205
Yousif Capital Management
Michigan
$5.88M -$229K -3,706 -4%
CLGM
206
Capitolis Liquid Global Markets
New York
$5.88M +$5.88M +94,900 New
Schroder Investment Management Group
207
Schroder Investment Management Group
United Kingdom
$5.8M +$773K +12,489 +15%
BC
208
Brookfield Corp
Ontario, Canada
$5.7M +$1.43M +23,121 +34%
OIM
209
Opus Investment Management
Massachusetts
$5.68M – – –
APF
210
Alaska Permanent Fund
Alaska
$5.53M +$39.3K +634 +0.7%
AIM
211
Ausbil Investment Management
Australia
$5.53M +$263K +4,254 +5%
HEIP
212
Hudson Edge Investment Partners
New Jersey
$5.45M -$140K -2,266 -3%
TRCT
213
Tower Research Capital (TRC)
New York
$5.44M +$2.52M +40,670 +86%
EFH
214
Eaton Financial Holdings
Florida
$5.25M +$5.25M +84,845 New
OQS
215
Occudo Quantitative Strategies
Florida
$5.25M +$4.26M +68,874 +433%
APSI
216
Asset Planning Services Inc
Louisiana
$5.15M -$40.9K -660 -0.8%
FPB
217
First PREMIER Bank
South Dakota
$5.08M -$3.53K -57 -0.1%
Daiwa Securities Group
218
Daiwa Securities Group
Japan
$5.01M +$474K +7,652 +10%
NA
219
NewEdge Advisors
Louisiana
$4.99M -$43.8K -710 -0.9%
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$4.94M -$36K -581 -0.7%
AM
221
AGF Management
Ontario, Canada
$4.93M +$2.81M +45,323 +132%
NYLIM
222
New York Life Investment Management
New York
$4.84M -$34.1K -550 -0.7%
AWM
223
AE Wealth Management
Kansas
$4.83M +$2.3M +38,698 +91%
Janus Henderson Group
224
Janus Henderson Group
United Kingdom
$4.83M -$70K -1,131 -1%
LSERS
225
Louisiana State Employees Retirement System
Louisiana
$4.78M -$37.1K -600 -0.8%
7 8
9
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