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Xcel Energy
XEL

983 hedge funds and large institutions have $29.6B invested in Xcel Energy in 2022 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 360 increasing their positions, 304 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

631% more call options, than puts

Call options by funds: $80.5M | Put options by funds: $11M

108% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 63

18% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 304

9% more capital invested

Capital invested by funds: $27.1B → $29.6B (+$2.49B)

5% more funds holding

Funds holding: 937 → 983 (+46)

0.08% more ownership

Funds ownership: 77.41% → 77.49% (+0.08%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
983
Holders Change
+46
Holders Change %
+4.91%
% of All Funds
15.8%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
131
Increased
360
Reduced
304
Closed
63
Calls
$80.5M
Puts
$11M
Net Calls
+$69.5M
Net Calls Change
+$52.1M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$547M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$142M
3
BlackRock
BlackRock
New York
+$81.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$78.7M
5
Morgan Stanley
Morgan Stanley
New York
+$66.5M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$250M
2
JP Morgan Chase
JP Morgan Chase
New York
-$205M
3
N
Natixis
France
-$164M
4
Bank of America
Bank of America
North Carolina
-$163M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$146M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
951
Bell Investment Advisors
California
$3.72K -$532 -8 -13%
MYAM
952
Meiji Yasuda Asset Management
Japan
$3.69K -$19.7K -296 -0.6%
FWM
953
Focused Wealth Management
New York
$3.51K – – –
PAG
954
Private Advisor Group
New Jersey
$3.47K -$13.4K -202 -0.4%
DIP
955
DT Investment Partners
Pennsylvania
$3.15K – – –
SIS
956
Sound Income Strategies
Florida
$3.02K – – –
HWM
957
Horizons Wealth Management
North Carolina
$3K – – –
OC
958
Oakworth Capital
Alabama
$2.8K – – –
MA
959
MCF Advisors
Kentucky
$2.73K – – –
TIM
960
Tortoise Investment Management
New York
$2.73K – – –
HWA
961
HHM Wealth Advisors
Tennessee
$2.52K +$2.4K +36 New
DI
962
Disciplined Investments
Oklahoma
$2.45K -$532 -8 -19%
BCPWM
963
Bradley & Co Private Wealth Management
Florida
$2.45K – – –
AWM
964
Abound Wealth Management
Tennessee
$2.39K – – –
SIC
965
SJS Investment Consulting
Ohio
$2.38K -$133 -2 -6%
AIM
966
Anchor Investment Management
South Carolina
$2.17K – – –
CCA
967
Column Capital Advisors
Indiana
$2.03K +$998 +15 +107%
TFA
968
Transamerica Financial Advisors
Florida
$2K +$998 +15 +150%
SFG
969
Steward Financial Group
Texas
$2K +$2.79K +42 New
TCA
970
Trifecta Capital Advisors
Illinois
$1.96K +$1.86K +28 New
CSWM
971
Cassady Schiller Wealth Management
Ohio
$1.47K +$1.4K +21 New
FSWA
972
Financial Synergies Wealth Advisors
Texas
$1.05K – – –
ANBT
973
American National Bank & Trust
Texas
$1K – – –
ST
974
Sageworth Trust
Pennsylvania
$1K +$931 +14 New
CCMI
975
Creative Capital Management Investments
California
$1K +$1.06K +16 New
37 38
39
40 41

XEL Hedge Fund Activity: Q4 2022 in Review

983 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q4 2022, worth a combined $29.6B — up 9.2% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new XEL positions and 63 closed out — a net gain of 68 holders — while 360 added to existing stakes and 304 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $547M. The largest seller was T. Rowe Price Associates, cutting an estimated $250M.

  • 983 institutional investors held Xcel Energy (XEL) as of Q4 2022, up from 937 in Q3 2022.
  • Funds reported $29.6B of Xcel Energy stock for Q4 2022, up 9.2% quarter-over-quarter.
  • 131 funds opened new Xcel Energy positions in Q4 2022 and 63 closed out, a net change of +68 holders.
  • The largest Xcel Energy buyer in Q4 2022 was T. Rowe Price Investment Management, an estimated $547M added.
  • The largest Xcel Energy seller in Q4 2022 was T. Rowe Price Associates, an estimated $250M sold.

Based on aggregated 13F filings for Q4 2022.