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 %
CAGAS
526
Capital Advisory Group Advisory Services
Minnesota
$516K +$1.89K +29 +0.4%
SM
527
STF Management
Texas
$514K -$64.2K -983 -11%
MWM
528
Modern Wealth Management
Kansas
$513K +$4.31K +66 +0.8%
LFA
529
Laraway Financial Advisors
Minnesota
$510K +$718 +11 +0.1%
BFS
530
Bradley Foster & Sargent
Connecticut
$510K – – –
SI
531
Stephens Inc
Arkansas
$509K -$26K -398 -5%
SWA
532
SFMG Wealth Advisors
Texas
$501K – – –
LWAM
533
Legacy Wealth Asset Management
Minnesota
$500K -$2.87K -44 -0.6%
AWS
534
Atria Wealth Solutions
New York
$499K -$20K -306 -4%
BP
535
Ballentine Partners
Massachusetts
$496K +$30.1K +461 +6%
TPI
536
Trust Point Inc
Wisconsin
$490K -$11.5K -176 -2%
CG
537
Caprock Group
Idaho
$487K +$22.3K +339 +5%
VWM
538
Venturi Wealth Management
Texas
$486K -$3.4K -52 -0.7%
PCM
539
Parsons Capital Management
Rhode Island
$486K -$31K -475 -6%
USCWA
540
U.S. Capital Wealth Advisors
Texas
$486K +$486K +7,446 New
KIA
541
KCM Investment Advisors
California
$484K -$58.8K -900 -11%
BOH
542
Bank of Hawaii
Hawaii
$483K -$131 -2 -0%
FA
543
Fiduciary Alliance
South Carolina
$481K -$61.7K -945 -11%
FDCDDQ
544
Federation des caisses Desjardins du Quebec
Quebec, Canada
$479K -$3.59K -55 -0.7%
S
545
SignatureFD
Georgia
$478K +$9.73K +149 +2%
IPAM
546
ICICI Prudential Asset Management
India
$475K +$76.7K +1,174 +19%
SAM
547
Smartleaf Asset Management
Massachusetts
$469K +$70.5K +1,092 +18%
CUAMC
548
China Universal Asset Management Company
China
$465K +$245K +3,730 +112%
GIA
549
Gateway Investment Advisers
Ohio
$463K -$194K -2,977 -30%
NAS
550
Nicolet Advisory Services
Wisconsin
$462K -$26.5K -412 -5%
20 21
22
23 24