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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
RJT
476
Raymond James Trust
Florida
$678K +$255K +4,243 +63%
TIM
477
Thompson Investment Management
Wisconsin
$675K – – –
BMSSC
478
B. Metzler seel. Sohn & Co
Germany
$672K – – –
BRWA
479
B. Riley Wealth Advisors
Florida
$669K +$48.1K +802 +8%
SSWM
480
Sheets Smith Wealth Management
North Carolina
$656K -$49.8K -830 -7%
SAG
481
SageView Advisory Group
California
$655K +$657K +10,958 New
MFWP
482
Mosaic Family Wealth Partners
Missouri
$650K +$1.5K +25 +0.2%
KPWS
483
Kestra Private Wealth Services
Texas
$647K +$171K +2,850 +38%
BAMF
484
BI Asset Management Fondsmaeglerselskab
Denmark
$642K -$744K -12,406 -54%
DP
485
Dearborn Partners
Illinois
$636K -$63.1K -1,051 -9%
SC
486
Syon Capital
California
$635K +$615K +10,252 New
VCA
487
Verdence Capital Advisors
Maryland
$630K +$611K +10,182 New
ATC
488
Argent Trust Co
Tennessee
$629K +$79.7K +1,329 +15%
QCM
489
Qsemble Capital Management
New York
$624K +$605K +10,085 New
FNBTCON
490
First National Bank & Trust Co of Newtown
Pennsylvania
$622K -$3K -50 -0.5%
IGWM
491
ICA Group Wealth Management
Colorado
$621K +$85K +1,416 +16%
ACA
492
Aptus Capital Advisors
Alabama
$619K -$27.1K -452 -4%
FMII
493
Farmers & Merchants Investments Inc
Nebraska
$618K -$6.72K -112 -1%
VI
494
Versor Investments
New York
$616K +$64K +1,067 +12%
FHB
495
First Hawaiian Bank
Hawaii
$613K +$960 +16 +0.2%
CBA
496
Coastal Bridge Advisors
Connecticut
$610K -$348K -5,800 -37%
HI
497
Horizon Investments
North Carolina
$606K +$145K +2,425 +33%
ASBI
498
American State Bank (Iowa)
Iowa
$604K -$6K -100 -1%
Brown Advisory
499
Brown Advisory
Maryland
$604K +$44.2K +736 +8%
ECM
500
Everence Capital Management
Indiana
$603K – – –
18 19
20
21 22

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.