We are live on ! Find out more
XEL icon

Xcel Energy
XEL

1,017 hedge funds and large institutions have $27.3B invested in Xcel Energy in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 367 increasing their positions, 326 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $155M | Put options by funds: $32.9M

154% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 67

13% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 326

11% more capital invested

Capital invested by funds: $24.6B → $27.3B (+$2.64B)

10% more funds holding

Funds holding: 926 → 1,017 (+91)

1.85% more ownership

Funds ownership: 77.91% → 79.76% (+1.8%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
1,017
Holders Change
+91
Holders Change %
+9.83%
% of All Funds
14.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
170
Increased
367
Reduced
326
Closed
67
Calls
$155M
Puts
$32.9M
Net Calls
+$122M
Net Calls Change
+$59.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$476M
2
Morgan Stanley
Morgan Stanley
New York
+$399M
3
Goldman Sachs
Goldman Sachs
New York
+$126M
4
ECM
ExodusPoint Capital Management
New York
+$105M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$88.3M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$291M
2
JP Morgan Chase
JP Morgan Chase
New York
-$238M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$92.7M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$72.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$58.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
301
Cerity Partners
New York
$2.29M +$1.31M +21,804 +145%
AIP
302
ARS Investment Partners
New York
$2.28M -$19.5K -325 -0.9%
SFI
303
Siemens Fonds Invest
Germany
$2.27M -$387K -6,455 -15%
WS
304
Wedbush Securities
California
$2.23M -$394K -6,573 -15%
DC
305
Davenport & Co
Virginia
$2.19M +$1.09M +18,085 +105%
FDS
306
First Dallas Securities
Texas
$2.18M +$2.11M +35,249 New
CA
307
Cornerstone Advisors
North Carolina
$2.16M -$234K -3,900 -10%
SAM
308
Securian Asset Management
Minnesota
$2.16M -$283K -4,712 -12%
PJSIMP
309
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.15M -$384K -6,407 -15%
SPIA
310
Steward Partners Investment Advisory
New York
$2.12M -$90.8K -1,514 -4%
QT
311
Quantbot Technologies
New York
$2.12M +$1.81M +30,242 +763%
Axa
312
Axa
France
$2.1M +$511K +8,516 +34%
LMIM
313
Lockheed Martin Investment Management
Maryland
$2.07M -$210K -3,500 -10%
PPWP
314
Proquility Private Wealth Partners
Nevada
$2.07M +$2M +33,392 New
Baird Financial Group
315
Baird Financial Group
Wisconsin
$2.04M +$116K +1,932 +6%
WBC
316
Westpac Banking Corp
Australia
$2.04M -$738K -12,307 -27%
CIMLRA
317
CBRE Investment Management Listed Real Assets
Pennsylvania
$2.04M -$46.9M -781,585 -96%
OC
318
Oppenheimer & Co
New York
$2.03M -$15.9K -265 -0.8%
TPCW
319
TD Private Client Wealth
New York
$2.01M +$1.18M +19,593 +153%
MGP
320
Metis Global Partners
California
$1.99M -$42.1K -701 -2%
Walleye Capital
321
Walleye Capital
New York
$1.96M +$971K +16,184 +105%
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$1.92M +$370K +6,167 +25%
QCM
323
QRG Capital Management
Illinois
$1.91M +$125K +2,078 +7%
Walleye Trading
324
Walleye Trading
New York
$1.85M +$1.8M +29,926 New
Credit Agricole
325
Credit Agricole
France
$1.85M +$130K +2,163 +8%
11 12
13
14 15

XEL Hedge Fund Activity: Q4 2023 in Review

1,017 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q4 2023, worth a combined $27.3B — up 11% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new XEL positions and 67 closed out — a net gain of 103 holders — while 367 added to existing stakes and 326 trimmed.

The largest buyer was Vanguard Group, adding an estimated $476M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $291M.

  • 1,017 institutional investors held Xcel Energy (XEL) as of Q4 2023, up from 926 in Q3 2023.
  • Funds reported $27.3B of Xcel Energy stock for Q4 2023, up 11% quarter-over-quarter.
  • 170 funds opened new Xcel Energy positions in Q4 2023 and 67 closed out, a net change of +103 holders.
  • The largest Xcel Energy buyer in Q4 2023 was Vanguard Group, an estimated $476M added.
  • The largest Xcel Energy seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $291M sold.

Based on aggregated 13F filings for Q4 2023.