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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
CCM
426
Coldstream Capital Management
Washington
$940K +$41.4K +690 +5%
HAG
427
HighPoint Advisor Group
Illinois
$935K +$1.07M +17,819 New
DPAM
428
Degroof Petercam Asset Management
Belgium
$929K +$900K +15,000 New
QIM
429
Quantitative Investment Management
Virginia
$922K +$894K +14,897 New
S
430
SignatureFD
Georgia
$905K +$207K +3,457 +31%
PS
431
Principal Securities
Iowa
$896K +$868K +14,465 New
FFP
432
FourThought Financial Partners
Florida
$892K -$157K -2,615 -15%
GFA
433
Gallagher Fiduciary Advisors
Illinois
$890K -$34K -566 -4%
SWM
434
Scissortail Wealth Management
Oklahoma
$883K +$657K +10,958 +285%
AAP
435
Arax Advisory Partners
Colorado
$867K -$13.9K -231 -2%
TIAA Trust, National Association
436
TIAA Trust, National Association
North Carolina
$849K -$43.2K -720 -5%
IWC
437
Integrated Wealth Concepts
Massachusetts
$842K +$75.8K +1,263 +10%
AG
438
Advocate Group
Minnesota
$825K -$7.98K -133 -1%
WA
439
Wealth Alliance
New York
$824K +$376K +6,262 +89%
Two Sigma Investments
440
Two Sigma Investments
New York
$823K -$48.5M -809,073 -98%
BB
441
Bell Bank
North Dakota
$810K -$71.2K -1,187 -8%
IWM
442
IHT Wealth Management
Illinois
$809K +$31.3K +522 +4%
SPC
443
Sigma Planning Corp
Michigan
$797K -$254K -4,230 -25%
KA
444
KLCM Advisors
Wisconsin
$795K -$39.8K -663 -5%
ECU
445
Eisler Capital (UK)
United Kingdom
$792K +$767K +12,787 New
FWM
446
Finer Wealth Management
Massachusetts
$789K – – –
Simplex Trading
447
Simplex Trading
Illinois
$777K -$77K -1,284 -9%
GAM
448
Gotham Asset Management
New York
$769K +$407K +6,791 +121%
PCA
449
Pallas Capital Advisors
Massachusetts
$755K +$3.54K +59 +0.5%
AMG
450
Advisors Management Group
Wisconsin
$752K +$31.9K +531 +5%
16 17
18
19 20

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.