XEL icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.45B 55,418,802 +705,251 +1%
BlackRock
2
BlackRock
New York
$3.11B 50,000,954 +362,792 +0.7%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.89B 30,423,498 -776,958 -2%
State Street
4
State Street
Massachusetts
$1.87B 29,836,394 +172,477 +0.6%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$992M 15,962,542 +2,601,118 +19%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$985M 15,847,194 +709,654 +5%
Aristotle Capital Management
7
Aristotle Capital Management
California
$938M 15,080,181 -336,976 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$786M 12,671,363 +419,776 +3%
Bank of America
9
Bank of America
North Carolina
$738M 11,864,778 -488,813 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$525M 8,449,388 -144,000 -2%
Wells Fargo
11
Wells Fargo
California
$446M 7,165,871 +26,114 +0.4%
Victory Capital Management
12
Victory Capital Management
Texas
$430M 6,921,304 -11,622 -0.2%
Ameriprise
13
Ameriprise
Minnesota
$375M 6,025,587 -119,481 -2%
Morgan Stanley
14
Morgan Stanley
New York
$367M 5,900,838 +925,230 +19%
Northern Trust
15
Northern Trust
Illinois
$351M 5,648,367 -332,527 -6%
Legal & General Group
16
Legal & General Group
United Kingdom
$348M 5,596,246 +104,346 +2%
Invesco
17
Invesco
Georgia
$295M 4,752,539 +212,335 +5%
Goldman Sachs
18
Goldman Sachs
New York
$292M 4,689,025 +345,786 +8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$263M 4,228,520 -29,707 -0.7%
Mitsubishi UFJ Trust & Banking
20
Mitsubishi UFJ Trust & Banking
Japan
$234M 3,756,354 -489,444 -12%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$211M 3,396,534 -48,935 -1%
Capital Research Global Investors
22
Capital Research Global Investors
California
$210M 3,377,986 +2,076 +0.1%
MAM
23
Magellan Asset Management
Australia
$204M 3,283,343 -3,304,875 -50%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$190M 3,050,102 +25,270 +0.8%
Charles Schwab
25
Charles Schwab
California
$186M 2,988,684 +25,216 +0.9%
1
2 3 4 5