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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
BA
701
Ballast Advisors
Minnesota
$256K -$104K -1,729 -30%
KA
702
Kozak & Associates
Colorado
$255K -$113K -1,886 -31%
GL
703
Graypoint LLC
New York
$254K +$22.5K +375 +10%
SIC
704
Samalin Investment Counsel
New York
$252K -$41K -683 -14%
JIC
705
Johnson Investment Counsel
Ohio
$252K +$244K +4,066 New
AF
706
Alerus Financial
North Dakota
$251K -$2.49M -41,551 -91%
Financial Engines Advisors
707
Financial Engines Advisors
California
$250K +$241K +4,009 New
UWM
708
USAdvisors Wealth Management
Minnesota
$249K +$1.2K +20 +0.5%
TCM
709
Triumph Capital Management
Colorado
$249K -$11.7K -195 -5%
MFIM
710
Mesirow Financial Investment Management
Illinois
$248K +$240K +4,001 New
KFA
711
Krane Funds Advisors
New York
$248K -$295K -4,912 -55%
GLLW
712
Graves Light Lenhart Wealth
Virginia
$248K – – –
DAS
713
Dynamic Advisor Solutions
Arizona
$248K +$233K +3,885 New
FBFS
714
First Business Financial Services
Wisconsin
$247K – – –
PWP
715
Principle Wealth Partners
Connecticut
$246K – – –
LF
716
Lantz Financial
Illinois
$246K +$239K +3,977 New
WSTAM
717
Wilbanks Smith & Thomas Asset Management
Virginia
$245K – – –
PCMK
718
Paragon Capital Management (Kansas)
Kansas
$243K +$236K +3,931 New
CI
719
Conning Inc
Connecticut
$242K -$2.4K -40 -1%
PAM
720
Peak Asset Management
Colorado
$241K – – –
ACM
721
AlphaStar Capital Management
North Carolina
$241K +$233K +3,888 New
CTA
722
Chesley Taft & Associates
Illinois
$238K – – –
RCM
723
RNC Capital Management
California
$238K +$540 +9 +0.2%
TSS
724
Two Sigma Securities
New York
$237K -$416K -6,934 -64%
HIP
725
HUB Investment Partners
Texas
$236K -$28.6K -477 -11%
27 28
29
30 31

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.