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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 %
FNBT
501
FineMark National Bank & Trust
Florida
$594K – – –
EWA
502
EverSource Wealth Advisors
Alabama
$593K +$6.2K +95 +1%
MPPLM
503
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$582K +$653 +10 +0.1%
OPA
504
Old Port Advisors
Maine
$577K -$11.4K -174 -2%
EWA
505
EP Wealth Advisors
California
$572K -$232K -3,558 -29%
CT
506
Coastline Trust
Rhode Island
$572K – – –
AA
507
Advisory Alpha
Michigan
$566K +$317K +4,856 +127%
SFC
508
SYM Financial Corp
Indiana
$560K +$57.3K +877 +11%
MFIM
509
Mesirow Financial Investment Management
Illinois
$557K +$279K +4,270 +100%
CIG
510
Cascade Investment Group
Colorado
$554K -$6.53K -100 -1%
SFA
511
Sequoia Financial Advisors
Ohio
$553K +$23.6K +361 +4%
MGWM
512
Marks Group Wealth Management
Minnesota
$551K -$155K -2,378 -22%
SCA
513
Stonebridge Capital Advisors
Minnesota
$551K -$2.68K -41 -0.5%
SOAMC
514
Spirit of America Management Corp
New York
$549K +$68.6K +1,050 +14%
PI
515
PEAK6 Investments
Illinois
$545K -$5.19M -79,478 -90%
KPWS
516
Kestra Private Wealth Services
Texas
$543K +$4.96K +76 +0.9%
SIM
517
Stratos Investment Management
Ohio
$542K +$68K +1,042 +14%
OC
518
Oarsman Capital
Wisconsin
$540K – – –
HC
519
Hoese & Co
Minnesota
$535K +$481K +7,361 +881%
CFG
520
Copley Financial Group
California
$532K +$532K +8,144 New
ANB
521
Amarillo National Bank
Texas
$532K -$9.99K -153 -2%
CK
522
Cohen Klingenstein
New York
$529K – – –
BFA
523
Brown Financial Advisors
Ohio
$527K -$313K -4,799 -37%
CPIG
524
Chicago Partners Investment Group
Illinois
$526K +$130K +2,025 +33%
FNBTCON
525
First National Bank & Trust Co of Newtown
Pennsylvania
$523K – – –
19 20
21
22 23