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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
+$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 %
TWM
351
Tradition Wealth Management
Minnesota
$1.55M +$100K +1,536 +7%
Lido Advisors
352
Lido Advisors
California
$1.55M +$1.06M +16,230 +218%
DZ Bank
353
DZ Bank
Germany
$1.51M – – –
DCM
354
Dean Capital Management
Kansas
$1.5M +$1.5M +22,998 New
DWM
355
Dakota Wealth Management
Florida
$1.5M +$13.4K +205 +0.9%
AF
356
Advisornet Financial
Minnesota
$1.48M -$24.1K -369 -2%
CL
357
Choreo LLC
Illinois
$1.47M -$8.49K -130 -0.6%
MPPW
358
Mitchell & Pahl Private Wealth
Oklahoma
$1.46M +$136K +2,081 +10%
STA
359
Summit Trail Advisors
New York
$1.44M +$5.93K +90 +0.4%
GCP
360
GSA Capital Partners
United Kingdom
$1.44M +$874K +13,386 +156%
VCA
361
Verdence Capital Advisors
Maryland
$1.42M +$41.3K +633 +3%
GWM
362
Geneos Wealth Management
Colorado
$1.42M +$61.4K +940 +5%
VBFP
363
Valtinson Bruner Financial Planning
Minnesota
$1.42M +$7.31K +112 +0.5%
BMSSC
364
B. Metzler seel. Sohn & Co
Germany
$1.41M +$111K +1,704 +9%
BFG
365
Bleakley Financial Group
New Jersey
$1.41M -$94.2K -1,442 -6%
HWAM
366
Hennion & Walsh Asset Management
New Jersey
$1.4M -$597K -9,148 -30%
SCM
367
Sterling Capital Management
North Carolina
$1.39M +$1.39M +21,338 New
MYAM
368
Meiji Yasuda Asset Management
Japan
$1.36M -$14.4K -220 -1%
AI
369
Accredited Investors
Minnesota
$1.36M -$24.6K -376 -2%
HAG
370
HighPoint Advisor Group
Illinois
$1.34M +$6.94K +104 +0.5%
OAM
371
Oppenheimer Asset Management
New York
$1.34M +$68.6K +1,050 +5%
WPC
372
White Pine Capital
Minnesota
$1.34M +$42.4K +650 +3%
NP
373
NorthRock Partners
Minnesota
$1.32M -$7.9K -120 -0.6%
GVAG
374
Great Valley Advisor Group
Delaware
$1.3M +$25K +383 +2%
SSA
375
Schonfeld Strategic Advisors
New York
$1.3M -$7.68M -117,643 -86%
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