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Xcel Energy
XEL

Overview Fund Activity

1,021 hedge funds and large institutions have $29.7B invested in Xcel Energy in 2024 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 384 increasing their positions, 339 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+56
Holders Change %
+5.8%
% of All Funds
14.77%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
139
Increased
384
Reduced
339
Closed
73
Calls
$113M
Puts
$51.8M
Net Calls
+$61.6M
Net Calls Change
+$23.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$942M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.34B
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$358M
4
State Street
State Street
Massachusetts
$2.45B
5
BC
Brookfield Corp
Ontario, Canada
$164M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$247K
2
Millennium Management
Millennium Management
New York
$68.1M
3
ZP
Zimmer Partners
New York
$13.9M
4
Man Group
Man Group
United Kingdom
$20.6M
5
Victory Capital Management
Victory Capital Management
Texas
$358M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
226
Louisiana State Employees Retirement System
Louisiana
$4.83M -$104K -1,600 -2%
HF
227
HRT Financial
New York
$4.82M -$9.97M -152,684 -67%
BWL
228
Bogart Wealth LLC
Virginia
$4.76M -$60.1K -920 -1%
SCM
229
Shelton Capital Management
Colorado
$4.76M -$14.6K -224 -0.3%
MML Investors Services
230
MML Investors Services
Massachusetts
$4.73M -$71.2K -1,090 -1%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$4.72M +$2.31M +35,363 +96%
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$4.66M +$558K +8,552 +14%
SMDAM
233
Sumitomo Mitsui DS Asset Management
Japan
$4.65M +$10.6K +163 +0.2%
PA
234
Profund Advisors
Maryland
$4.63M +$11.2K +171 +0.2%
AM
235
AGF Management
Ontario, Canada
$4.61M +$1.79M +27,443 +64%
AAIM
236
American Assets Investment Management
California
$4.57M – – –
Nomura Holdings
237
Nomura Holdings
Japan
$4.51M +$4.51M +69,039 New
ERSOT
238
Employees Retirement System of Texas
Texas
$4.5M +$1.04M +15,920 +30%
MOACM
239
Mutual of America Capital Management
New York
$4.48M -$93.3K -1,429 -2%
LA
240
LBP AM
France
$4.48M -$1.2M -18,351 -21%
Pacer Advisors
241
Pacer Advisors
Pennsylvania
$4.47M +$173K +2,651 +4%
MSE
242
MUFG Securities EMEA
United Kingdom
$4.44M +$4.44M +68,000 New
Squarepoint
243
Squarepoint
New York
$4.44M -$1.08M -16,612 -20%
P
244
&Partners
Tennessee
$4.35M +$2.57M +39,381 +144%
NA
245
NewEdge Advisors
Louisiana
$4.31M -$385K -5,900 -8%
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$4.24M +$473K +7,505 +13%
SOADOR
247
State of Alaska Department of Revenue
Alaska
$4.23M +$287K +4,395 +7%
PAG
248
Private Advisor Group
New Jersey
$4.12M +$163K +2,490 +4%
DC
249
Davenport & Co
Virginia
$4.11M +$90.3K +1,383 +2%
VI
250
Vestcor Inc
New Brunswick, Canada
$4.09M -$403K -6,167 -9%
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