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Xcel Energy
XEL

926 hedge funds and large institutions have $24.6B invested in Xcel Energy in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 365 increasing their positions, 301 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $94.7M | Put options by funds: $32.4M

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

21% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 301

0.38% more ownership

Funds ownership: 77.54% → 77.91% (+0.38%)

4% less funds holding

Funds holding: 961 → 926 (-35)

7% less capital invested

Capital invested by funds: $26.5B → $24.6B (-$1.91B)

19% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 111

Holders
926
Holders Change
-35
Holders Change %
-3.64%
% of All Funds
14.7%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
90
Increased
365
Reduced
301
Closed
111
Calls
$94.7M
Puts
$32.4M
Net Calls
+$62.4M
Net Calls Change
+$6.98M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$520M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$343M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$154M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$94.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$70.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$456M
2
JP Morgan Chase
JP Morgan Chase
New York
-$299M
3
Ameriprise
Ameriprise
Minnesota
-$252M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$79.6M
5
BC
Brookfield Corp
Ontario, Canada
-$65.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
851
Brown, Lisle/Cummings
Rhode Island
$17.7K – – –
DWMG
852
DB Wealth Management Group
California
$17.4K – – –
GEA
853
Glen Eagle Advisors
New Jersey
$17.2K -$6.01K -100 -25%
VNA
854
Valley National Advisers
Pennsylvania
$15K +$5.11K +85 +50%
AFS
855
Annapolis Financial Services
Maryland
$14.8K – – –
CCP
856
Carmel Capital Partners
California
$14.3K – – –
PGAM
857
Princeton Global Asset Management
New Jersey
$14.3K – – –
TSWM
858
Tyler-Stone Wealth Management
Ohio
$14K – – –
BSB
859
Bangor Savings Bank
Maine
$13.8K -$1.56K -26 -10%
DFA
860
DHJJ Financial Advisors
Illinois
$13.4K +$14.1K +235 New
NRG
861
Nemes Rush Group
Michigan
$13.3K +$120 +2 +0.9%
AWM
862
Atticus Wealth Management
Florida
$13.2K – – –
LWANC
863
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.2K – – –
GWSA
864
Global Wealth Strategies & Associates
Colorado
$13K – – –
KC
865
Kepos Capital
New York
$12K -$103K -1,711 -89%
CT
866
Clearstead Trust
Maine
$12K – – –
SL
867
Salomon & Ludwin
Virginia
$11.7K +$12.3K +205 New
SCA
868
Stuart Chaussee & Associates
California
$11.6K – – –
GKIM
869
GW&K Investment Management
Massachusetts
$11K +$1.92K +32 +21%
KHC
870
Koesten Hirschmann & Crabtree
Kansas
$11K – – –
CAC
871
Core Alternative Capital
Georgia
$10.9K – – –
JWA
872
JFS Wealth Advisors
Pennsylvania
$10.6K -$4.51K -75 -29%
KFS
873
Kelly Financial Services
Massachusetts
$9.74K – – –
OP
874
ORG Partners
Indiana
$8.74K +$1.8K +30 +25%
CWM
875
CarsonAllaria Wealth Management
Illinois
$7.56K +$60 +1 +0.8%
33 34
35
36 37

XEL Hedge Fund Activity: Q3 2023 in Review

926 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2023, worth a combined $24.6B — down 7.2% from $26.5B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of XEL and 90 opened new positions — a net loss of 21 holders — while 301 trimmed existing stakes and 365 added.

The largest buyer was Vanguard Group, adding an estimated $520M. The largest seller was Bank of America, cutting an estimated $456M.

  • 926 institutional investors held Xcel Energy (XEL) as of Q3 2023, down from 961 in Q2 2023.
  • Funds reported $24.6B of Xcel Energy stock for Q3 2023, down 7.2% quarter-over-quarter.
  • 90 funds opened new Xcel Energy positions in Q3 2023 and 111 closed out, a net change of -21 holders.
  • The largest Xcel Energy buyer in Q3 2023 was Vanguard Group, an estimated $520M added.
  • The largest Xcel Energy seller in Q3 2023 was Bank of America, an estimated $456M sold.

Based on aggregated 13F filings for Q3 2023.