XEL icon

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
+$562M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$502M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$358M
4
State Street
State Street
Massachusetts
+$153M
5
BC
Brookfield Corp
Ontario, Canada
+$137M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$231M
2
Millennium Management
Millennium Management
New York
-$212M
3
ZP
Zimmer Partners
New York
-$184M
4
Man Group
Man Group
United Kingdom
-$164M
5
Victory Capital Management
Victory Capital Management
Texas
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
FB
301
Fulton Bank
Pennsylvania
$2.33M +$898K +13,757 +63%
HIMCH
302
Hartford Investment Management Co (HIMCO)
Connecticut
$2.29M -$26.9K -412 -1%
JFL
303
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.29M – – –
ATN
304
AMF Tjänstepension
Sweden
$2.28M +$1.48M +22,701 +185%
AIP
305
ARS Investment Partners
New York
$2.28M -$27.8K -426 -1%
SFI
306
Siemens Fonds Invest
Germany
$2.23M – – –
SAM
307
Shell Asset Management
Netherlands
$2.23M +$2.23M +34,186 New
CGH
308
Crossmark Global Holdings
Texas
$2.22M -$77K -1,180 -3%
CA
309
Claro Advisors
Massachusetts
$2.18M +$409K +6,263 +23%
Focus Partners Wealth
310
Focus Partners Wealth
Massachusetts
$2.15M +$1.37M +21,044 +176%
FNA
311
First National Advisers
Nebraska
$2.14M +$187K +2,859 +10%
SG
312
Sourcerock Group
Colorado
$2.13M – – –
DADC
313
D.A. Davidson & Co
Montana
$2.09M -$24.6K -377 -1%
MSRPS
314
Maryland State Retirement & Pension System
Maryland
$2.07M -$749K -11,471 -27%
STAS
315
Strong Tower Advisory Services
Minnesota
$2.07M +$372K +5,704 +22%
SC
316
Savant Capital
Illinois
$2.01M -$60.3K -923 -3%
SAM
317
Securian Asset Management
Minnesota
$2.01M -$70K -1,072 -3%
AAS
318
Avantax Advisory Services
Texas
$2M +$395K +6,043 +25%
MPM
319
MBB Public Markets
Illinois
$1.96M -$1.26M -19,226 -39%
MAM
320
Meeder Asset Management
Ohio
$1.93M +$1.73M +26,439 +836%
Baird Financial Group
321
Baird Financial Group
Wisconsin
$1.93M +$84.8K +1,299 +5%
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$1.93M +$196K +3,003 +11%
EP
323
EPIQ Partners
Minnesota
$1.89M +$65 +1 +0%
AWM
324
Apollon Wealth Management
South Carolina
$1.88M +$1.24M +19,054 +196%
BF
325
BOK Financial
Oklahoma
$1.86M -$59K -916 -3%
11 12
13
14 15