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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
HR
776
Howe & Rusling
New York
$207K +$200K +3,336 New
CFB
777
Cullen/Frost Bankers
Texas
$205K +$17.2K +286 +9%
JWM
778
JPL Wealth Management
Colorado
$205K +$199K +3,309 New
FBC
779
Fairfield, Bush & Co
Connecticut
$205K +$198K +3,305 New
OWM
780
Orgel Wealth Management
Wisconsin
$204K +$198K +3,303 New
DCM
781
Donaldson Capital Management
Indiana
$204K +$198K +3,296 New
LAM
782
Lummis Asset Management
Texas
$203K +$197K +3,283 New
GIA
783
GHP Investment Advisors
Colorado
$203K -$30.1K -502 -13%
WCM
784
Windsor Capital Management
Arizona
$203K +$197K +3,280 New
MIM
785
Morningstar Investment Management
Illinois
$203K +$197K +3,284 New
CCM
786
Chilton Capital Management
Texas
$201K – – –
CI Investments Inc
787
CI Investments Inc
Ontario, Canada
$201K +$25.6K +426 +15%
CTWM
788
Cherry Tree Wealth Management
Minnesota
$197K -$21.8K -364 -10%
BTI
789
Blue Trust Inc
Georgia
$191K -$91.4K -1,524 -31%
BGAI
790
Bruce G. Allen Investments
Colorado
$190K +$185K +3,077 New
CWM
791
Cranbrook Wealth Management
Michigan
$180K – – –
TC
792
Trust Company
Kansas
$178K -$140K -2,328 -45%
ST
793
Smithfield Trust
Pennsylvania
$167K – – –
MCM
794
Manchester Capital Management
Vermont
$163K -$62.3K -1,039 -28%
JFA
795
JNBA Financial Advisors
Minnesota
$162K +$19.9K +332 +15%
PCM
796
Penserra Capital Management
California
$157K -$32.1K -535 -17%
M
797
MOTCO
Texas
$156K – – –
CFO
798
CVA Family Office
Colorado
$156K +$151K +2,516 New
FCMT
799
Founders Capital Management (Texas)
Texas
$155K – – –
OAM
800
Ostrum Asset Management
France
$153K +$660 +11 +0.4%
30 31
32
33 34

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.