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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
CA
851
Clearstead Advisors
Ohio
$75.3K -$75K -1,250 -51%
SS
852
Sunbelt Securities
Texas
$74.3K – – –
BWM
853
BKM Wealth Management
Wisconsin
$71.6K +$69.4K +1,156 New
WAS
854
Winch Advisory Services
Wisconsin
$71.3K +$600 +10 +0.9%
FMP
855
Financial Management Professionals
Texas
$71K +$180 +3 +0.3%
PWMG
856
Prestige Wealth Management Group
New Jersey
$70.7K -$2.88K -48 -4%
WAM
857
WFA Asset Management
Wisconsin
$69.4K -$65.9K -1,099 -50%
CUAMC
858
China Universal Asset Management Company
China
$68.8K -$57.1K -952 -46%
NSIM
859
North Star Investment Management
Illinois
$65.3K – – –
BFS
860
Burkett Financial Services
South Carolina
$65K +$62.9K +1,049 New
CHA
861
Carmichael Hill & Associates
Maryland
$63.8K – – –
WTA
862
Washington Trust Advisors
Massachusetts
$63.8K – – –
FDCP
863
Foster Dykema Cabot & Partners
Massachusetts
$62.4K +$60K +1,000 New
HGERS
864
Householder Group Estate & Retirement Specialist
Arizona
$62K +$2.7K +45 +5%
BL
865
BFSG LLC
California
$61.6K +$59.7K +995 New
GG
866
Greenwood Gearhart
Arkansas
$61.3K +$59.4K +990 New
FCA
867
FinTrust Capital Advisors
South Carolina
$61.2K +$5.64K +94 +11%
TVWM
868
Tower View Wealth Management
Wisconsin
$61K +$1.92K +32 +3%
BHWM
869
Beaird Harris Wealth Management
Texas
$59.7K – – –
AA
870
Ancora Advisors
Ohio
$59.4K – – –
ETC
871
Exchange Traded Concepts
Oklahoma
$59.4K -$1.02K -17 -2%
IA
872
IFS Advisors
Kansas
$59.2K – – –
CB
873
Centennial Bank
Arkansas
$58.6K – – –
VCM
874
Versant Capital Management
Arizona
$58.4K +$240 +4 +0.4%
LS
875
Livforsakringsbolaget Skandia
Sweden
$57.9K +$36K +600 +182%
33 34
35
36 37

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.