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
ASN
501
Advisory Services Network
Georgia
$603K +$32.7K +545 +6%
IAIM
502
International Assets Investment Management
Florida
$601K -$1.19M -19,805 -67%
FTDI
503
First Trust Direct Indexing
Massachusetts
$593K +$199K +3,312 +53%
SPS
504
Susquehanna Portfolio Strategies
Pennsylvania
$590K +$572K +9,527 New
LNWWM
505
Laird Norton Wetherby Wealth Management
California
$585K -$37.4K -623 -6%
OPA
506
Old Port Advisors
Maine
$584K -$43.3K -721 -7%
QI
507
Qtron Investments
Massachusetts
$583K – – –
Lido Advisors
508
Lido Advisors
California
$579K -$37.6K -626 -6%
SM
509
STF Management
Texas
$579K +$20.8K +347 +4%
FNBT
510
FineMark National Bank & Trust
Florida
$566K +$180 +3 +0%
GI
511
Gradient Investments
Minnesota
$565K -$31K -517 -5%
IB
512
Intrust Bank
Kansas
$562K +$124K +2,064 +29%
CIG
513
Cascade Investment Group
Colorado
$562K +$545K +9,080 New
BOH
514
Bank of Hawaii
Hawaii
$541K – – –
SHFA
515
SC&H Financial Advisors
Maryland
$535K -$34.3K -572 -6%
SCA
516
Stonebridge Capital Advisors
Minnesota
$534K +$300 +5 +0.1%
CAM
517
Carret Asset Management
New York
$532K -$12K -200 -2%
PAS
518
Park Avenue Securities
New York
$531K +$188K +3,136 +58%
TWP
519
Tyche Wealth Partners
Texas
$528K +$512K +8,529 New
OIA
520
OneDigital Investment Advisors
Kansas
$527K +$139K +2,309 +37%
MPPLM
521
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$524K +$28.9K +482 +6%
CTC
522
Central Trust Company
Missouri
$522K -$3.66K -61 -0.7%
CIA
523
Concurrent Investment Advisors
Florida
$521K +$505K +8,420 New
FLC
524
Fifth Lane Capital
Texas
$519K +$503K +8,378 New
Aviva
525
Aviva
United Kingdom
$517K – – –
19 20
21
22 23

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.