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 %
CWM
401
Congress Wealth Management
Massachusetts
$1.13M +$837K +12,825 +287%
Neuberger Berman Group
402
Neuberger Berman Group
New York
$1.13M -$56.3K -862 -5%
GFA
403
Gallagher Fiduciary Advisors
Illinois
$1.13M – – –
WSFS
404
Wilmington Savings Fund Society
Delaware
$1.12M +$1.12M +17,217 New
ACGA
405
Atlanta Consulting Group Advisors
Georgia
$1.12M +$1.12M +17,208 New
ET
406
Equitable Trust
Tennessee
$1.12M – – –
UCFA
407
United Capital Financial Advisors
Texas
$1.11M -$40K -613 -3%
CCG
408
Cypress Capital Group
Florida
$1.1M -$76.9K -1,177 -7%
JF
409
Jump Financial
Illinois
$1.08M -$14.9M -228,374 -93%
XT
410
XTX Topco
Cayman Islands
$1.08M +$1.08M +16,540 New
KRSITF
411
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.08M -$92.5K -1,416 -8%
FCM
412
Fourpath Capital Management
Oklahoma
$1.07M +$186K +2,847 +21%
BEI
413
Benjamin Edwards Inc
Missouri
$1.07M +$1.07M +16,388 +48,200%
SCTC
414
Sanibel Captiva Trust Company
Florida
$1.07M +$257K +3,935 +32%
GWWM
415
Great Waters Wealth Management
Minnesota
$1.07M -$27K -413 -2%
HCM
416
Howard Capital Management
Georgia
$1.06M +$1.06M +16,308 New
NSEDCP
417
NJ State Employees Deferred Compensation Plan
New Jersey
$1.06M – – –
CM
418
Crestline Management
Texas
$1.04M +$1.04M +16,000 New
DWM
419
Dechtman Wealth Management
Colorado
$1.04M -$48.1K -737 -4%
BDFN
420
Bond & Devick Financial Network
Minnesota
$1.04M +$11K +168 +1%
SCA
421
Snowden Capital Advisors
New York
$1.04M +$3.49K +53 +0.3%
Bessemer Group
422
Bessemer Group
New Jersey
$1.01M +$4.71K +72 +0.5%
SPIA
423
Steward Partners Investment Advisory
New York
$1.01M +$85K +1,301 +9%
WWM
424
Western Wealth Management
Colorado
$1M -$101K -1,545 -9%
GFS
425
GYL Financial Synergies
Connecticut
$1M +$35.9K +549 +4%
15 16
17
18 19