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Xcel Energy
XEL

Overview Fund Activity

964 hedge funds and large institutions have $29B invested in Xcel Energy in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 367 increasing their positions, 310 reducing their positions, and 76 closing their positions.

Holders
964
Holders Change
-14
Holders Change %
-1.43%
% of All Funds
15.43%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
90
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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.69B 54,713,551 +2,027,441 +4%
BlackRock
2
BlackRock
New York
$3.35B 49,638,162 -242,469 -0.5%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.1B 31,200,456 -1,154,339 -4%
State Street
4
State Street
Massachusetts
$2.02B 29,663,917 -903,444 -3%
Aristotle Capital Management
5
Aristotle Capital Management
California
$1.04B 15,417,157 -297,222 -2%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$1.02B 15,137,540 +6,909,440 +84%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$901M 13,361,424 +2,153,869 +19%
Bank of America
8
Bank of America
North Carolina
$833M 12,353,591 +2,268,251 +22%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$825M 12,251,587 +162,592 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$580M 8,593,388 -152,918 -2%
Wells Fargo
11
Wells Fargo
California
$482M 7,139,757 +35,099 +0.5%
Victory Capital Management
12
Victory Capital Management
Texas
$468M 6,932,926 +934,591 +16%
MAM
13
Magellan Asset Management
Australia
$444M 6,588,218 -688,702 -9%
Ameriprise
14
Ameriprise
Minnesota
$414M 6,145,068 -152,154 -2%
Northern Trust
15
Northern Trust
Illinois
$403M 5,980,894 -145,309 -2%
Legal & General Group
16
Legal & General Group
United Kingdom
$370M 5,491,900 -20,442 -0.4%
Morgan Stanley
17
Morgan Stanley
New York
$336M 4,975,608 +3,137 +0.1%
Invesco
18
Invesco
Georgia
$306M 4,540,204 +112,879 +3%
Goldman Sachs
19
Goldman Sachs
New York
$293M 4,343,239 +776,602 +22%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$287M 4,258,227 -126,369 -3%
Mitsubishi UFJ Trust & Banking
21
Mitsubishi UFJ Trust & Banking
Japan
$286M 4,245,798 +133,093 +3%
Deutsche Bank
22
Deutsche Bank
Germany
$260M 3,853,303 -1,474,888 -28%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$232M 3,445,469 -208,671 -6%
Capital Research Global Investors
24
Capital Research Global Investors
California
$228M 3,375,910 +2,019 +0.1%
Principal Financial Group
25
Principal Financial Group
Iowa
$217M 3,219,337 +68,858 +2%
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