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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 %
MFWP
476
Mosaic Family Wealth Partners
Missouri
$695K +$10.6K +163 +2%
BFS
477
Bard Financial Services
Connecticut
$694K -$24.5K -375 -3%
FAIM
478
Financial Advocates Investment Management
Washington
$669K +$46.4K +710 +7%
HI
479
Horizon Investments
North Carolina
$666K +$3.33K +51 +0.5%
FHB
480
First Hawaiian Bank
Hawaii
$661K -$41.6K -637 -6%
IB
481
Intrust Bank
Kansas
$654K +$23.6K +362 +4%
CFA
482
Cahill Financial Advisors
Minnesota
$653K +$41.5K +635 +7%
IAA
483
Independent Advisor Alliance
North Carolina
$652K +$199K +3,052 +44%
BAMF
484
BI Asset Management Fondsmaeglerselskab
Denmark
$651K -$303K -4,635 -32%
CIA
485
Concurrent Investment Advisors
Florida
$648K +$72.7K +1,113 +13%
PHK
486
Point72 Hong Kong
Hong Kong
$647K +$647K +9,912 New
CA
487
Cornerstone Advisors
North Carolina
$646K – – –
HWM
488
HB Wealth Management
Georgia
$644K +$55K +843 +9%
ATC
489
Argent Trust Co
Tennessee
$639K -$5.42K -83 -0.8%
ECM
490
Everence Capital Management
Indiana
$636K -$510K -7,810 -44%
CAMG
491
CWA Asset Management Group
Florida
$635K +$635K +9,722 New
ASN
492
Advisory Services Network
Georgia
$633K – – –
EF
493
Empowered Funds
Pennsylvania
$621K -$2.32M -35,483 -79%
AWA
494
Arkadios Wealth Advisors
Georgia
$620K +$156K +2,394 +34%
BRWA
495
B. Riley Wealth Advisors
Florida
$615K -$40.7K -620 -6%
HCM
496
Hodges Capital Management
Texas
$613K +$613K +9,395 New
Capstone Investment Advisors
497
Capstone Investment Advisors
New York
$607K -$344K -5,273 -36%
KWM
498
Kingsview Wealth Management
Oregon
$606K +$43.6K +667 +8%
Aviva
499
Aviva
United Kingdom
$597K +$26.2K +401 +5%
Brown Advisory
500
Brown Advisory
Maryland
$594K -$78.9K -1,209 -12%
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