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Xcel Energy
XEL

Overview Fund Activity

1,010 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, 323 reducing their positions, and 67 closing their positions.

Holders
1,010
Holders Change
+88
Holders Change %
+9.54%
% of All Funds
14.81%
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
323
Closed
67
Calls
$155M
Puts
$32.9M
Net Calls
+$122M
Net Calls Change
+$59.8M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.46B
2
Morgan Stanley
2
Morgan Stanley
New York
$744M
3
Goldman Sachs
3
Goldman Sachs
New York
$421M
4
ECM
4
ExodusPoint Capital Management
New York
$108M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.24B

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$1.03B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.33B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$2.79M
4
Verition Fund Management
4
Verition Fund Management
Connecticut
$9.68M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.46B 71,989,831 +7,926,975 +12%
BlackRock
2
BlackRock
New York
$3.09B 49,987,579 -554,830 -1%
State Street
3
State Street
Massachusetts
$1.84B 29,428,678 +613,140 +2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.33B 21,473,862 -3,968,187 -16%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.24B 19,994,298 +1,472,435 +8%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$1.03B 16,700,319 -4,849,542 -23%
Aristotle Capital Management
7
Aristotle Capital Management
California
$868M 14,015,353 -689,496 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$819M 13,242,499 +278,984 +2%
Morgan Stanley
9
Morgan Stanley
New York
$744M 12,019,100 +6,648,221 +124%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$530M 8,554,585 +152,951 +2%
Victory Capital Management
11
Victory Capital Management
Texas
$481M 7,766,048 +261,426 +3%
Wells Fargo
12
Wells Fargo
California
$441M 7,124,212 -27,838 -0.4%
Goldman Sachs
13
Goldman Sachs
New York
$421M 6,795,768 +2,105,005 +45%
Legal & General Group
14
Legal & General Group
United Kingdom
$345M 5,576,444 +119,386 +2%
Northern Trust
15
Northern Trust
Illinois
$343M 5,547,905 -191,281 -3%
Invesco
16
Invesco
Georgia
$333M 5,381,848 +78,801 +1%
Bank of America
17
Bank of America
North Carolina
$279M 4,505,667 +227,485 +5%
Millennium Management
18
Millennium Management
New York
$268M 4,334,566 +1,468,631 +51%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$255M 4,111,411 +503,683 +14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$253M 4,082,233 -65,726 -2%
Capital Research Global Investors
21
Capital Research Global Investors
California
$209M 3,378,938 -688 -0%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$208M 3,355,336 -46,337 -1%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$204M 3,165,041 +104,105 +3%
Charles Schwab
24
Charles Schwab
California
$196M 3,171,463 +106,218 +3%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$183M 2,954,907 +86,696 +3%
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