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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
LA
1001
Lifeworks Advisors
Michigan
– -$304K -4,510 Closed
NEWAS
1002
N.E.W. Advisory Services
Wisconsin
– -$278K -4,116 Closed
AIA
1003
Affinity Investment Advisors
California
– -$270K -4,000 Closed
SA
1004
Strategic Advisors
New York
– -$270K -4,000 Closed
LFA
1005
Legacy Financial Advisors
Kentucky
– -$269K -3,987 Closed
SWM
1006
Scissortail Wealth Management
Oklahoma
– -$260K -3,849 Closed
WHCI
1007
W.H. Cornerstone Investments
Massachusetts
– -$243K -3,606 Closed
SWIG
1008
Strategic Wealth Investment Group
Kentucky
– -$240K -3,552 Closed
PWPS
1009
Pinnacle Wealth Planning Services
Ohio
– -$232K -3,435 Closed
BC
1010
Bridgefront Capital
Texas
– -$230K -3,407 Closed
AAS
1011
Ameritas Advisory Services
Nebraska
– -$237K -3,401 Closed
APP
1012
Avantax Planning Partners
Iowa
– -$223K -3,300 Closed
EWM
1013
Evercore Wealth Management
New York
– -$221K -3,277 Closed
PA
1014
Pinnacle Associates
New York
– -$217K -3,222 Closed
SHJ
1015
Sharkey, Howes & Javer
Colorado
– -$216K -3,206 Closed
CWM
1016
Calamos Wealth Management
Illinois
– -$216K -3,201 Closed
GCMG
1017
Gyroscope Capital Management Group
Florida
– -$216K -3,200 Closed
PL
1018
Perpetual Ltd
Australia
– -$216K -3,200 Closed
RP
1019
Riverbridge Partners
Minnesota
– -$216K -3,200 Closed
KIG
1020
Kowal Investment Group
Wisconsin
– -$213K -3,161 Closed
SCA
1021
Snowden Capital Advisors
New York
– -$211K -3,126 Closed
BMCM
1022
Bryn Mawr Capital Management
Pennsylvania
– -$209K -3,100 Closed
CFGSD
1023
Compass Financial Group (South Dakota)
South Dakota
– -$208K -3,079 Closed
CAMV
1024
Concord Asset Management (Virginia)
Virginia
– -$206K -3,051 Closed
DBT
1025
Dubuque Bank & Trust
Iowa
– -$206K -3,049 Closed
39 40
41
42 43

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.