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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
UCFA
351
United Capital Financial Advisors
Texas
$1.49M +$1.13M +18,780 +358%
Group One Trading
352
Group One Trading
Illinois
$1.48M -$483K -8,051 -25%
GWWM
353
Great Waters Wealth Management
Minnesota
$1.48M -$2.88K -48 -0.2%
KeyBank National Association
354
KeyBank National Association
Ohio
$1.47M -$64.2K -1,070 -4%
AI
355
Atom Investors
Texas
$1.46M +$1.42M +23,610 New
NB
356
Norinchukin Bank
Japan
$1.44M -$112K -1,866 -7%
PAS
357
Point72 Asia (Singapore)
Singapore
$1.43M +$1.39M +23,138 New
IMCOOI
358
Investment Management Corp of Ontario (IMCO)
Canada
$1.41M +$774K +12,894 +130%
AIP
359
Ameritas Investment Partners
Nebraska
$1.41M +$20.3K +339 +2%
Neuberger Berman Group
360
Neuberger Berman Group
New York
$1.4M +$34.6K +577 +3%
MLICM
361
Metropolitan Life Insurance Company (MetLife)
New York
$1.39M -$21.5K -358 -2%
VBFP
362
Valtinson Bruner Financial Planning
Minnesota
$1.39M -$24.2K -404 -2%
OM
363
OV Management
Minnesota
$1.38M +$1.33M +22,100 New
QWP
364
Quotient Wealth Partners
Texas
$1.37M +$1.33M +22,167 New
EGM
365
Engineers Gate Manager
New York
$1.36M -$748K -12,462 -36%
OLVIG
366
Oliver Lagore Vanvalin Investment Group
Michigan
$1.36M +$693K +11,558 +111%
BCI
367
Brinker Capital Investments
Pennsylvania
$1.35M +$113K +1,883 +10%
OPS
368
Orion Portfolio Solutions
Nebraska
$1.35M +$113K +1,883 +10%
FNA
369
First National Advisers
Nebraska
$1.34M +$240K +4,006 +23%
BBNA
370
Bremer Bank National Association
Minnesota
$1.32M -$101K -1,689 -7%
ADL
371
Asset Dedication LLC
California
$1.31M +$2.52K +42 +0.2%
WWM
372
Western Wealth Management
Colorado
$1.3M +$193K +3,209 +18%
AI
373
Accredited Investors
Minnesota
$1.3M -$3.36K -56 -0.3%
BF
374
BOK Financial
Oklahoma
$1.29M -$206K -3,427 -14%
CC
375
Cipher Capital
New York
$1.29M +$1.25M +20,852 New
13 14
15
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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.