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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
JHP
626
James Hambro & Partners
United Kingdom
$334K – – –
RFN
627
RDA Financial Network
Iowa
$334K – – –
WPC
628
Wedmont Private Capital
Pennsylvania
$333K +$314K +5,238 New
SP
629
Systematic Portfolios
New York
$333K +$322K +5,372 New
GWP
630
Gateway Wealth Partners
Wisconsin
$333K -$145K -2,412 -31%
CAM
631
Centre Asset Management
New York
$332K -$4.8K -80 -1%
IPAM
632
ICICI Prudential Asset Management
India
$332K +$26.9K +448 +9%
SGI
633
Summit Global Investments
Utah
$330K -$7.31M -121,799 -96%
LNC
634
Lincoln National Corp
Pennsylvania
$328K +$69.4K +1,156 +28%
BPWM
635
Badgley Phelps Wealth Managers
Washington
$327K -$13.1K -219 -4%
SAF
636
Smith Anglin Financial
Texas
$327K +$40.8K +680 +15%
HT
637
Heritage Trust
Oklahoma
$325K -$34.6K -576 -10%
FPWM
638
FSB Premier Wealth Management
Iowa
$324K -$24.7K -411 -7%
NFG
639
Nations Financial Group
Iowa
$323K +$480 +8 +0.2%
CWP
640
Concord Wealth Partners
Virginia
$322K – – –
DC
641
Dorval Corp
Minnesota
$318K +$308K +5,132 New
IA
642
IFP Advisors
Florida
$316K -$1.26M -21,005 -80%
FHA
643
First Horizon Advisors
Tennessee
$314K +$20K +334 +7%
MGIA
644
Moneta Group Investment Advisors
Missouri
$312K +$33.1K +551 +12%
CRC
645
Curi RMB Capital
Illinois
$312K -$183K -3,046 -38%
CRWM
646
Castle Rock Wealth Management
California
$312K – – –
SF
647
Summit Financial
New Jersey
$311K -$35.4K -590 -11%
TWM
648
Trueblood Wealth Management
Ohio
$311K +$301K +5,017 New
CL
649
Choreo LLC
Illinois
$310K +$27.5K +459 +10%
UM
650
UniSuper Management
Australia
$309K +$65.4K +1,090 +28%
24 25
26
27 28

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.