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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
OWP
726
Obermeyer Wealth Partners
Colorado
$236K +$6.6K +110 +3%
AWM
727
Accel Wealth Management
Iowa
$236K +$2.22K +37 +1%
PCI
728
Planning Center Inc
Illinois
$236K -$156K -2,595 -41%
AAM
729
Aureus Asset Management
Massachusetts
$235K +$4.44K +74 +2%
WFI
730
West Family Investments
California
$235K -$331K -5,519 -59%
APW
731
Austin Private Wealth
Texas
$234K -$2.16K -36 -0.9%
CWM
732
CCG Wealth Management
California
$234K -$21K -350 -8%
ILI
733
Invesco LLC (Illinois)
Illinois
$234K +$227K +3,783 New
CSPIA
734
Cary Street Partners Investment Advisory
Virginia
$234K +$41.5K +692 +22%
RWA
735
Redhawk Wealth Advisors
Minnesota
$233K +$225K +3,756 New
WANY
736
Wealthspire Advisors (New York)
New York
$232K +$225K +3,747 New
SAM
737
Strategy Asset Managers
California
$231K -$23.1K -385 -9%
GRP
738
Global Retirement Partners
California
$230K -$402K -6,707 -64%
GW
739
GW & Wade
Massachusetts
$230K -$29.8K -497 -12%
MA
740
Mutual Advisors
Nebraska
$229K -$61.3K -1,022 -22%
FHC
741
First Heartland Consultants
Missouri
$229K – – –
LCM
742
Lazari Capital Management
California
$229K +$480 +8 +0.2%
BIG
743
Brooklyn Investment Group
New York
$227K +$220K +3,669 New
FWM
744
FFT Wealth Management
Pennsylvania
$226K +$219K +3,649 New
LC
745
Lindbrook Capital
California
$225K +$79.6K +1,326 +58%
RMDI
746
R.M. Davis Inc
Maine
$224K +$217K +3,612 New
BC
747
Broadwater Capital
Massachusetts
$223K +$216K +3,600 New
CAGAS
748
Capital Advisory Group Advisory Services
Minnesota
$222K -$484K -8,069 -69%
LWM
749
Lakeridge Wealth Management
Ohio
$221K +$214K +3,572 New
MCWS
750
McKinley Carter Wealth Services
West Virginia
$221K -$30.7K -512 -13%
28 29
30
31 32

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.