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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
WIM
676
Warwick Investment Management
Texas
$280K +$272K +4,528 New
QFA
677
Quantum Financial Advisors
California
$280K +$5.04K +84 +2%
CAG
678
Csenge Advisory Group
Florida
$280K -$90.5K -1,509 -25%
IF
679
Intrua Financial
Texas
$279K +$58.4K +974 +28%
BL
680
Balentine LLC
Georgia
$279K +$32.6K +544 +14%
GHAM
681
Gilman Hill Asset Management
Connecticut
$279K – – –
KI
682
Kapitalo Investimentos
Brazil
$276K +$267K +4,454 New
Jones Financial Companies
683
Jones Financial Companies
Missouri
$275K +$2.34K +39 +0.9%
WG
684
Welch Group
Alabama
$272K -$15K -250 -5%
RSVP
685
Ramsay Stattman Vela & Price
Colorado
$271K -$51K -850 -16%
WB
686
WesBanco Bank
West Virginia
$268K – – –
EB
687
Eastern Bank
Massachusetts
$266K -$2.88K -48 -1%
AS
688
Altshuler Shaham
Israel
$266K -$64.5K -1,075 -20%
SSB
689
Sandy Spring Bank
Maryland
$266K -$6.42K -107 -2%
SC
690
SouthState Corp
Florida
$264K – – –
MG
691
Meritage Group
California
$264K -$24.7K -412 -9%
SEC
692
Seven Eight Capital
New York
$263K -$2.5M -41,667 -91%
FA
693
FDx Advisors
Illinois
$263K -$48.9K -815 -16%
TWA
694
TCI Wealth Advisors
Arizona
$262K +$3.72K +62 +1%
CCG
695
Cloverfields Capital Group
Minnesota
$261K +$252K +4,208 New
NAS
696
Nicolet Advisory Services
Wisconsin
$260K +$29.1K +485 +13%
Boston Partners
697
Boston Partners
Massachusetts
$260K +$1.62K +27 +0.6%
FGA
698
Fortis Group Advisors
New Jersey
$258K – – –
BAM
699
Belpointe Asset Management
Nevada
$257K +$249K +4,155 New
FCA
700
Fortis Capital Advisors
Kansas
$257K +$249K +4,155 New
26 27
28
29 30

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.