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Xcel Energy
XEL

Overview Fund Activity

922 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, 299 reducing their positions, and 110 closing their positions.

Holders
922
Holders Change
-34
Holders Change %
-3.56%
% of All Funds
14.7%
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
299
Closed
110
Calls
$94.7M
Puts
$32.4M
Net Calls
+$62.4M
Net Calls Change
+$6.98M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.67B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$1.23B
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$161M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.06B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$91M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$245M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.46B
3
Ameriprise
3
Ameriprise
Minnesota
$105M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$46.4M
5
BC
5
Brookfield Corp
Ontario, Canada
$3.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.67B 64,062,856 +8,644,054 +16%
BlackRock
2
BlackRock
New York
$2.89B 50,542,409 +541,455 +1%
State Street
3
State Street
Massachusetts
$1.66B 28,815,538 -1,020,856 -3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.46B 25,442,049 -4,981,449 -16%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$1.23B 21,549,861 +5,702,667 +36%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.06B 18,521,863 +2,559,321 +16%
Aristotle Capital Management
7
Aristotle Capital Management
California
$841M 14,704,849 -375,332 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$741M 12,963,515 +292,152 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$481M 8,401,634 -47,754 -0.6%
Victory Capital Management
10
Victory Capital Management
Texas
$429M 7,504,622 +583,318 +8%
Wells Fargo
11
Wells Fargo
California
$409M 7,152,050 -13,821 -0.2%
Northern Trust
12
Northern Trust
Illinois
$328M 5,739,186 +90,819 +2%
Legal & General Group
13
Legal & General Group
United Kingdom
$312M 5,457,058 -139,188 -2%
Morgan Stanley
14
Morgan Stanley
New York
$307M 5,370,879 -529,959 -9%
Invesco
15
Invesco
Georgia
$303M 5,303,047 +550,508 +12%
Goldman Sachs
16
Goldman Sachs
New York
$268M 4,690,763 +1,738 +0%
Bank of America
17
Bank of America
North Carolina
$245M 4,278,182 -7,586,596 -64%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$237M 4,147,959 -80,561 -2%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$206M 3,607,728 -148,626 -4%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$195M 3,401,673 +5,139 +0.2%
Capital Research Global Investors
21
Capital Research Global Investors
California
$193M 3,379,626 +1,640 +0%
MAM
22
Magellan Asset Management
Australia
$184M 3,221,350 -61,993 -2%
Charles Schwab
23
Charles Schwab
California
$175M 3,065,245 +76,561 +3%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$175M 3,060,936 +10,834 +0.4%
Principal Financial Group
25
Principal Financial Group
Iowa
$171M 2,994,997 +155,443 +5%
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