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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
APC
876
Aspire Private Capital
North Carolina
$6.69K +$2.4K +40 +52%
RWPA
877
Richard W. Paul & Associates
Michigan
$6.35K +$2.77K +46 +71%
ACA
878
Atlas Capital Advisors
Wyoming
$6.18K – – –
CWC
879
Carolinas Wealth Consulting
North Carolina
$6.06K -$2.4K -40 -28%
CAL
880
Capital Analysts LLC
Pennsylvania
$6K +$6.61K +110 New
RTL
881
Red Tortoise LLC
Georgia
$5.84K – – –
AWA
882
Authentikos Wealth Advisory
California
$5.78K +$6.07K +101 New
DSC
883
Duncker Streett & Co
Missouri
$5.72K – – –
AWM
884
Abound Wealth Management
Tennessee
$5.38K +$781 +13 +16%
HWM
885
Horizons Wealth Management
North Carolina
$5.09K – – –
NMG
886
New Millennium Group
Utah
$4.41K +$4.63K +77 New
NIC
887
Northwest Investment Counselors
Oregon
$4.29K – – –
PAI
888
Pittenger & Anderson Inc
Nebraska
$4.12K – – –
SSG
889
Summit Securities Group
New York
$4K -$7.45K -124 -67%
WPA
890
West Paces Advisors
Georgia
$3.78K – – –
JPWM
891
Jamison Private Wealth Management
Georgia
$3.72K +$3.91K +65 New
FWM
892
Focused Wealth Management
New York
$2.86K – – –
DIP
893
DT Investment Partners
Pennsylvania
$2.58K – – –
BWS
894
Buck Wealth Strategies
Colorado
$2.54K – – –
OC
895
Oakworth Capital
Alabama
$2.29K – – –
MIA
896
Milestone Investment Advisors
Wisconsin
$2.29K +$2.4K +40 New
MA
897
MCF Advisors
Kentucky
$2.23K – – –
TIM
898
Tortoise Investment Management
New York
$2.23K – – –
PCTC
899
Perkins Coie Trust Company
Washington
$2.12K +$2.22K +37 New
HBW
900
Hazlett, Burt & Watson
West Virginia
$2K +$2.04K +34 New
34 35
36
37 38

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.