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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 %
AIMCA
426
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$999K – – –
NC
427
nVerses Capital
Florida
$999K +$451K +6,900 +82%
Tudor Investment Corp
428
Tudor Investment Corp
Connecticut
$994K -$16M -245,189 -94%
TMAM
429
Tokio Marine Asset Management
Japan
$969K +$33.4K +511 +4%
DM
430
Deerfield Management
New York
$965K +$965K +14,782 New
USAA
431
United Services Automobile Association
Texas
$954K -$109K -1,665 -10%
FMWA
432
Forvis Mazars Wealth Advisors
Missouri
$950K +$6.86K +105 +0.7%
WA
433
WealthTrust Axiom
Pennsylvania
$947K -$16.3K -250 -2%
Wolverine Trading
434
Wolverine Trading
Illinois
$941K -$261K -4,043 -22%
CCM
435
Coldstream Capital Management
Washington
$940K +$44.2K +675 +5%
NRD
436
Nebula Research & Development
New York
$930K -$1.16M -17,697 -55%
OIA
437
OneDigital Investment Advisors
Kansas
$924K +$65.2K +998 +8%
DWT
438
Dorsey & Whitney Trust
South Dakota
$920K +$65.2K +998 +8%
TCM
439
Tradewinds Capital Management
Washington
$913K +$8.69K +133 +1%
GT
440
Greenleaf Trust
Michigan
$903K +$94.6K +1,449 +12%
CIBC Private Wealth Group
441
CIBC Private Wealth Group
Georgia
$902K -$10.5M -161,135 -92%
TIAA Trust, National Association
442
TIAA Trust, National Association
North Carolina
$892K -$301K -4,612 -25%
VA
443
Vident Advisory
Georgia
$892K +$322K +4,928 +56%
MWM
444
Mission Wealth Management
California
$888K -$318K -4,870 -26%
SPC
445
Sigma Planning Corp
Michigan
$876K -$357K -5,465 -29%
AWS
446
Aspen Wealth Strategies
Colorado
$870K -$18K -275 -2%
FTDI
447
First Trust Direct Indexing
Massachusetts
$870K +$256K +3,923 +42%
KA
448
KLCM Advisors
Wisconsin
$862K +$17K +261 +2%
ETC
449
Exchange Traded Concepts
Oklahoma
$852K -$74.3K -1,138 -8%
ATPW
450
Ashton Thomas Private Wealth
Arizona
$851K +$639K +9,782 +301%
16 17
18
19 20