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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
FMTCOCP
826
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$104K – – –
BONH
827
Bank of New Hampshire
New Hampshire
$101K – – –
MPWT
828
MassMutual Private Wealth & Trust
Connecticut
$100K +$31K +517 +47%
PB
829
Pinnacle Bancorp
Nebraska
$100K – – –
RAM
830
Riggs Asset Management
Pennsylvania
$98.5K +$780 +13 +0.8%
PA
831
PSI Advisors
Florida
$98.1K – – –
CTA
832
Colonial Trust Advisors
South Carolina
$95.5K +$1.74K +29 +2%
PBK
833
Peoples Bank (Kansas)
Kansas
$94.8K – – –
MAM
834
Marquette Asset Management
Minnesota
$93.5K – – –
AA
835
Alta Advisers
United Kingdom
$92.9K – – –
HDIM
836
Hanson & Doremus Investment Management
Vermont
$90K -$13K -217 -13%
DAC
837
Dividend Assets Capital
South Carolina
$90K – – –
QC
838
Quent Capital
New York
$88.8K +$900 +15 +1%
CSC
839
Caldwell Sutter Capital
California
$85.4K +$780 +13 +1%
AGWCA
840
Annis Gardner Whiting Capital Advisors
Florida
$85.3K +$50.7K +845 +160%
RIM
841
Rakuten Investment Management
Japan
$84.5K +$81.9K +1,365 New
TCOV
842
Trust Company of Vermont
Vermont
$83.9K +$8.82K +147 +12%
CSB
843
City State Bank
Iowa
$81K – – –
IWP
844
IAG Wealth Partners
Wisconsin
$79K – – –
SOW
845
State of Wyoming
Wyoming
$78.8K -$25.1K -418 -25%
NB
846
NBT Bank
New York
$78.2K +$75.8K +1,263 New
BCWM
847
Bartlett & Co Wealth Management
Ohio
$77.5K – – –
BC
848
Bartlett & Co
Ohio
$77K – – –
BCV
849
Banque Cantonale Vaudoise
Switzerland
$76K – – –
SWA
850
SOA Wealth Advisors
New York
$75.4K +$300 +5 +0.4%
32 33
34
35 36

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.