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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
RWP
651
RWA Wealth Partners
Massachusetts
$308K -$2.58K -43 -0.9%
UB
652
UMB Bank
Missouri
$307K -$3.42K -57 -1%
ATPW
653
Ashton Thomas Private Wealth
Arizona
$306K -$74.9K -1,248 -20%
GT
654
Glenview Trust
Kentucky
$306K +$55.9K +932 +23%
AC
655
Abbrea Capital
California
$304K – – –
WJWM
656
Williams Jones Wealth Management
New York
$304K – – –
SQA
657
Simon Quick Advisors
New Jersey
$304K +$37.4K +624 +15%
MA
658
Montag & Associates
Georgia
$301K – – –
SRA
659
Secured Retirement Advisors
Minnesota
$300K +$291K +4,852 New
CFGS
660
Concourse Financial Group Securities
Alabama
$298K -$9.54K -159 -3%
AWM
661
Avior Wealth Management
Nebraska
$298K -$29.6K -494 -9%
SVWAG
662
Sound View Wealth Advisors Group
Georgia
$296K +$35.7K +595 +14%
HFM
663
Harvest Fund Management
China
$296K +$30.5K +509 +12%
HL
664
HeadInvest LLC
Maine
$295K – – –
CMAI
665
Capital Management Associates Inc
Minnesota
$291K +$282K +4,697 New
AWM
666
Axxcess Wealth Management
California
$290K -$44.3K -739 -14%
CP
667
Canopy Partners
Ohio
$288K +$276K +4,607 New
VSQM
668
V-Square Quantitative Management
Illinois
$287K – – –
PP
669
PrairieView Partners
Minnesota
$286K – – –
CIBC World Market
670
CIBC World Market
Ontario, Canada
$286K +$17.9K +298 +7%
OTL
671
Oak Thistle LLC
New York
$286K +$277K +4,616 New
WI
672
WrapManager Inc
California
$283K +$275K +4,577 New
GWSG
673
GPS Wealth Strategies Group
Colorado
$283K -$62.9K -1,049 -19%
DWM
674
Destination Wealth Management
California
$282K – – –
LA
675
LVW Advisors
New York
$281K +$272K +4,536 New
25 26
27
28 29

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.