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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
CBT
751
CoreFirst Bank & Trust
Kansas
$220K – – –
WPW
752
Waldron Private Wealth
Pennsylvania
$220K +$211K +3,525 New
MNBTD
753
Moody National Bank Trust Division
Texas
$220K -$314K -5,238 -60%
ZIM
754
Zacks Investment Management
Illinois
$220K +$213K +3,554 New
GSEP
755
Golden State Equity Partners
California
$220K +$213K +3,551 New
CAM
756
Cidel Asset Management
Ontario, Canada
$219K +$212K +3,541 New
1CP
757
17 Capital Partners
Arizona
$218K +$212K +3,527 New
EI
758
Ethic Inc
New York
$218K +$211K +3,525 New
FP
759
Financial Perspectives
Minnesota
$218K – – –
PIA
760
Panoramic Investment Advisors
Colorado
$217K -$2.46K -41 -1%
TAM
761
Tealwood Asset Management
Minnesota
$216K – – –
LCM
762
LCM Capital Management
Illinois
$215K -$4.38K -73 -2%
HB
763
HTLF Bank
Colorado
$213K +$207K +3,447 New
VFA
764
Voya Financial Advisors
Connecticut
$211K +$205K +3,412 New
LFG
765
Larson Financial Group
Missouri
$211K -$36.7K -612 -15%
FNBSF
766
First National Bank Sioux Falls
South Dakota
$211K +$204K +3,404 New
MFG
767
Merit Financial Group
Georgia
$211K +$204K +3,403 New
PFSC
768
Peoples Financial Services Corp
Pennsylvania
$210K – – –
FFA
769
Farther Finance Advisors
California
$210K +$73K +1,217 +56%
IFAM
770
Institutional & Family Asset Management
Colorado
$209K -$1.5K -25 -0.7%
WIC
771
Woodmont Investment Counsel
Tennessee
$209K +$203K +3,380 New
PTC
772
Private Trust Company
Ohio
$208K +$33.1K +552 +20%
BTW
773
Boston Trust Walden
Massachusetts
$207K +$201K +3,347 New
PWM
774
Perigon Wealth Management
California
$207K +$201K +3,346 New
SBIA
775
Sheaff Brock Investment Advisors
Indiana
$207K +$200K +3,336 New
29 30
31
32 33

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.