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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 %
DC
376
DeDora Capital
California
$1.29M +$21.6K +331 +2%
KeyBank National Association
377
KeyBank National Association
Ohio
$1.29M -$57.5K -881 -4%
GT
378
Glenmede Trust
Pennsylvania
$1.28M -$2.94K -45 -0.2%
FWTB
379
First Western Trust Bank
Colorado
$1.28M +$59.8K +916 +5%
OAC
380
OMERS Administration Corp
Ontario, Canada
$1.26M – – –
SDIC
381
South Dakota Investment Council
South Dakota
$1.25M – – –
HNB
382
Huntington National Bank
Ohio
$1.25M +$56.3K +862 +5%
HI
383
Harbour Investments
Wisconsin
$1.25M +$63.9K +978 +5%
OPS
384
Orion Portfolio Solutions
Nebraska
$1.24M -$45.2K -692 -4%
BCI
385
Brinker Capital Investments
Pennsylvania
$1.24M -$45.2K -692 -4%
BBVA
386
Banco Bilbao Vizcaya Argentaria
Spain
$1.23M +$9.14K +140 +0.7%
EF
387
Empirical Finance
Pennsylvania
$1.23M +$26.6K +407 +2%
EP
388
Edgestream Partners
New Jersey
$1.22M +$1.22M +18,670 New
IA
389
Icon Advisers
Colorado
$1.21M +$274K +4,200 +29%
Kovitz Investment Group Partners
390
Kovitz Investment Group Partners
Illinois
$1.21M +$489K +10,530 +67%
IWM
391
IHT Wealth Management
Illinois
$1.21M +$246K +3,769 +25%
AWM
392
AE Wealth Management
Kansas
$1.21M -$189K -2,900 -13%
TI
393
Tidal Investments
Wisconsin
$1.21M -$523K -8,011 -30%
IMCOOI
394
Investment Management Corp of Ontario (IMCO)
Canada
$1.2M +$392K +6,000 +48%
RJT
395
Raymond James Trust
Florida
$1.2M +$20.7K +317 +2%
1CP
396
17 Capital Partners
Arizona
$1.16M -$29.6K -454 -2%
NMIMC
397
Northwestern Mutual Investment Management Company
Wisconsin
$1.15M -$849 -13 -0.1%
IWC
398
Integrated Wealth Concepts
Massachusetts
$1.14M +$50.4K +772 +5%
MFS
399
Mattson Financial Services
Michigan
$1.14M -$8.01K -150 -0.7%
PS
400
Principal Securities
Iowa
$1.13M +$31.7K +486 +3%
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