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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
NMIMC
401
Northwestern Mutual Investment Management Company
Wisconsin
$1.08M +$3.54K +59 +0.3%
GVAG
402
Great Valley Advisor Group
Delaware
$1.08M +$313K +5,209 +43%
PFS
403
Prospera Financial Services
Texas
$1.07M +$451K +7,525 +77%
CSS
404
Cubist Systematic Strategies
Connecticut
$1.05M -$4.14M -69,065 -80%
FT
405
Fiduciary Trust
Massachusetts
$1.05M +$385K +6,414 +61%
BBVA
406
Banco Bilbao Vizcaya Argentaria
Spain
$1.04M +$27K +450 +3%
BDFN
407
Bond & Devick Financial Network
Minnesota
$1.03M -$780 -13 -0.1%
Royal London Asset Management
408
Royal London Asset Management
United Kingdom
$1.03M +$968K +16,127 +3,424%
DWM
409
Dechtman Wealth Management
Colorado
$1.02M +$4.92K +82 +0.5%
FMWA
410
Forvis Mazars Wealth Advisors
Missouri
$1.01M -$58.6K -976 -6%
WA
411
WealthTrust Axiom
Pennsylvania
$1.01M – – –
BFEC
412
Benjamin F. Edwards & Company
Missouri
$1.01M +$287K +4,789 +42%
BP
413
Ballentine Partners
Massachusetts
$1.01M +$197K +3,280 +25%
NSEDCP
414
NJ State Employees Deferred Compensation Plan
New Jersey
$1.01M – – –
DC
415
DeDora Capital
California
$1M +$40.5K +675 +4%
BFG
416
Bleakley Financial Group
New Jersey
$993K +$553K +9,222 +135%
SS
417
Simplicity Solutions
Minnesota
$993K +$553K +9,222 +135%
DWT
418
Dorsey & Whitney Trust
South Dakota
$982K +$187K +3,111 +24%
AAS
419
Avantax Advisory Services
Texas
$981K +$165K +2,751 +21%
Wolverine Trading
420
Wolverine Trading
Illinois
$963K +$933K +15,554 New
Assenagon Asset Management
421
Assenagon Asset Management
Luxembourg
$958K -$7.73M -128,847 -89%
HWM
422
HB Wealth Management
Georgia
$957K +$197K +3,280 +27%
RCM
423
Raleigh Capital Management
North Carolina
$957K +$676K +11,264 +268%
Capstone Investment Advisors
424
Capstone Investment Advisors
New York
$946K -$73.9K -1,232 -7%
QC
425
Quadrature Capital
United Kingdom
$942K -$7.18M -119,734 -89%
15 16
17
18 19

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.