We are live on ! Find out more
XEL icon

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
SIA
901
SkyView Investment Advisors
New Jersey
$2K +$2.4K +40 New
SFG
902
Steward Financial Group
Texas
$2K +$2.52K +42 New
BCMLT
903
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.99K – – –
AIM
904
Anchor Investment Management
South Carolina
$1.77K – – –
SIC
905
SJS Investment Consulting
Ohio
$1.72K +$301 +5 +20%
FPFS
906
First Personal Financial Services
North Carolina
$1.66K – – –
TCA
907
Trifecta Capital Advisors
Illinois
$1.6K – – –
KFI
908
Key Financial Inc
Pennsylvania
$1.14K -$4.15K -69 -78%
TFA
909
Transamerica Financial Advisors
Florida
$1K +$60 +1 +10%
AW
910
Avion Wealth
Texas
$1K +$1.14K +19 +119%
NFSG
911
Newbridge Financial Services Group
Florida
$973 – – –
CPG
912
Cornerstone Planning Group
New Jersey
$858 -$3.06K -51 -77%
WA
913
WestEnd Advisors
North Carolina
$801 +$841 +14 New
TFM
914
TFC Financial Management
Massachusetts
$630 – – –
ECM
915
Everence Capital Management
Indiana
$558 – – –
CCA
916
Column Capital Advisors
Indiana
$515 -$301 -5 -36%
TWP
917
TFO Wealth Partners
Ohio
$497 +$481 +8 New
IPW
918
Impact Partnership Wealth
Georgia
$401 – – –
LCM
919
Logan Capital Management
Pennsylvania
$401 – – –
TWD
920
True Wealth Design
Ohio
$401 – – –
CHC
921
City Holding Co
West Virginia
$400 +$421 +7 New
FGAM
922
Financial Gravity Asset Management
Texas
$326 -$3.49K -58 -94%
CA
923
Crewe Advisors
Utah
$229 +$60 +1 +33%
BWM
924
Baystate Wealth Management
Massachusetts
$58 – – –
Kayne Anderson Rudnick Investment Management
925
Kayne Anderson Rudnick Investment Management
California
$57 – – –
35 36
37
38 39

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.