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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 %
HWM
451
HighMark Wealth Management
Minnesota
$851K +$99.7K +1,527 +13%
PAS
452
Park Avenue Securities
New York
$848K -$156K -2,391 -16%
PFS
453
Prospera Financial Services
Texas
$847K +$61.8K +946 +8%
SG Americas Securities
454
SG Americas Securities
New York
$827K -$7.24M -110,943 -90%
B
455
Bailard
California
$814K +$25.7K +393 +3%
DP
456
Dearborn Partners
Illinois
$801K +$9.4K +144 +1%
GI
457
GAMMA Investing
California
$800K +$135K +2,074 +20%
EI
458
Ethic Inc
New York
$799K -$177K -3,302 -18%
Koshinski Asset Management
459
Koshinski Asset Management
Illinois
$762K -$178K -2,731 -19%
AMG
460
Advisors Management Group
Wisconsin
$761K +$3.33K +51 +0.4%
ACA
461
Aptus Capital Advisors
Alabama
$761K +$65.8K +1,008 +9%
LFG
462
Larson Financial Group
Missouri
$753K +$136K +2,078 +22%
TIM
463
Thompson Investment Management
Wisconsin
$751K +$39.2K +600 +6%
CWM
464
Chronos Wealth Management
Florida
$750K – – –
HWMO
465
Heritage Wealth Management (Ohio)
Ohio
$729K +$3.46K +53 +0.5%
EA
466
Emerald Advisors
Washington
$728K – – –
BB
467
Bell Bank
North Dakota
$723K -$98.5K -1,508 -12%
BNP Paribas Asset Management
468
BNP Paribas Asset Management
France
$720K -$1.21M -18,457 -63%
FWM
469
Finer Wealth Management
Massachusetts
$715K +$715K +10,942 New
FFA
470
First Foundation Advisors
California
$709K -$21.2K -324 -3%
Jones Financial Companies
471
Jones Financial Companies
Missouri
$708K +$435K +6,700 +159%
CTC
472
Central Trust Company
Missouri
$704K +$151K +2,309 +27%
MC
473
Moors & Cabot
Massachusetts
$704K +$6.53K +100 +0.9%
IF
474
Intrua Financial
Texas
$702K +$311K +4,770 +80%
FI
475
Fosun International
China
$701K +$701K +10,731 New
17 18
19
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