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Xcel Energy
XEL

961 hedge funds and large institutions have $26.5B invested in Xcel Energy in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 337 increasing their positions, 334 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

526% more call options, than puts

Call options by funds: $65.9M | Put options by funds: $10.5M

1% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 334

0.7% less ownership

Funds ownership: 78.23% → 77.54% (-0.7%)

1% less funds holding

Funds holding: 969 → 961 (-8)

4% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 96

9% less capital invested

Capital invested by funds: $29B → $26.5B (-$2.47B)

50% less funds holding in top 10

Funds holding in top 10: 10 → 5 (-5)

Holders
961
Holders Change
-8
Holders Change %
-0.83%
% of All Funds
15.09%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
92
Increased
337
Reduced
334
Closed
96
Calls
$65.9M
Puts
$10.5M
Net Calls
+$55.4M
Net Calls Change
-$31.3M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$174M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$74.1M
3
Morgan Stanley
Morgan Stanley
New York
+$61.8M
4
IIM
INTECH Investment Management
Florida
+$51.5M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$47.4M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$221M
2
Deutsche Bank
Deutsche Bank
Germany
-$126M
3
ESCM
Echo Street Capital Management
New York
-$112M
4
Cohen & Steers
Cohen & Steers
New York
-$108M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$69.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
926
DT Investment Partners
Pennsylvania
$2.83K – – –
BWS
927
Buck Wealth Strategies
Colorado
$2.73K +$2.94K +44 New
SIS
928
Sound Income Strategies
Florida
$2.67K – – –
OC
929
Oakworth Capital
Alabama
$2.49K – – –
FCAG
930
First Capital Advisors Group
New Jersey
$2.49K +$2.67K +40 New
MA
931
MCF Advisors
Kentucky
$2.42K – – –
TIM
932
Tortoise Investment Management
New York
$2.42K – – –
BCPWM
933
Bradley & Co Private Wealth Management
Florida
$2.18K – – –
DI
934
Disciplined Investments
Oklahoma
$2.18K +$67 +1 +3%
BG
935
Bollard Group
Massachusetts
$2K +$2.34K +35 New
BCMLT
936
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.99K -$2.4K -36 -53%
AIM
937
Anchor Investment Management
South Carolina
$1.93K – – –
FPFS
938
First Personal Financial Services
North Carolina
$1.8K +$1.94K +29 New
TCA
939
Trifecta Capital Advisors
Illinois
$1.74K – – –
SIC
940
SJS Investment Consulting
Ohio
$1.55K -$267 -4 -14%
KTC
941
Kistler-Tiffany Companies
Pennsylvania
$1.37K +$1.47K +22 New
GBT
942
Grove Bank & Trust
Florida
$1.24K – – –
CAS
943
Coppell Advisory Solutions
Texas
$1.17K +$1.27K +19 New
NFSG
944
Newbridge Financial Services Group
Florida
$1.06K – – –
TFA
945
Transamerica Financial Advisors
Florida
$1K – – –
CCA
946
Column Capital Advisors
Indiana
$870 – – –
TFM
947
TFC Financial Management
Massachusetts
$684 – – –
FGAM
948
Financial Gravity Asset Management
Texas
$675 +$4.14K +62 New
2L
949
25 LLC
Missouri
$515 +$534 +8 New
TWD
950
True Wealth Design
Ohio
$436 – – –
36 37
38
39 40

XEL Hedge Fund Activity: Q2 2023 in Review

961 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q2 2023, worth a combined $26.5B — down 8.5% from $29B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of XEL and 92 opened new positions — a net loss of 4 holders — while 334 trimmed existing stakes and 337 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $174M. The largest seller was Magellan Asset Management, cutting an estimated $221M.

  • 961 institutional investors held Xcel Energy (XEL) as of Q2 2023, down from 969 in Q1 2023.
  • Funds reported $26.5B of Xcel Energy stock for Q2 2023, down 8.5% quarter-over-quarter.
  • 92 funds opened new Xcel Energy positions in Q2 2023 and 96 closed out, a net change of -4 holders.
  • The largest Xcel Energy buyer in Q2 2023 was Massachusetts Financial Services, an estimated $174M added.
  • The largest Xcel Energy seller in Q2 2023 was Magellan Asset Management, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2023.