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 %
BCV
551
Banque Cantonale Vaudoise
Switzerland
$462K +$462K +7,076 New
MAS
552
Meeder Advisory Services
Ohio
$460K -$98.6K -1,510 -18%
NFG
553
Nations Financial Group
Iowa
$451K +$80.4K +1,231 +22%
LFAS
554
Level Four Advisory Services
Texas
$449K +$11.9K +178 +3%
RBC
555
Romano Brothers & Co
Illinois
$448K -$26.1K -400 -6%
LNWWM
556
Laird Norton Wetherby Wealth Management
California
$446K +$9.8K +150 +2%
IAS
557
Insigneo Advisory Services
Florida
$443K -$49.1K -752 -10%
SFG
558
SNS Financial Group
Minnesota
$443K -$11.1K -169 -2%
TA
559
Tectonic Advisors
Texas
$442K +$442K +6,775 New
FIM
560
Freedom Investment Management
Connecticut
$438K +$73.3K +1,123 +20%
SWM
561
Spire Wealth Management
Virginia
$436K -$196 -3 -0%
SSWM
562
Sheets Smith Wealth Management
North Carolina
$435K -$80.5K -1,233 -16%
PPC
563
Park Place Capital
Alabama
$432K +$35.1K +537 +9%
CFGS
564
Concourse Financial Group Securities
Alabama
$431K +$44.5K +676 +12%
SLI
565
Sumitomo Life Insurance
Japan
$430K +$12K +183 +3%
SHFA
566
SC&H Financial Advisors
Maryland
$427K -$26.1K -400 -6%
LIM
567
Longfellow Investment Management
Massachusetts
$426K +$2.48K +38 +0.6%
AF
568
Affiance Financial
Minnesota
$426K +$2.81K +43 +0.7%
ADL
569
Asset Dedication LLC
California
$424K -$269K -4,114 -39%
AFS
570
Access Financial Services
Minnesota
$424K -$24.7K -379 -6%
ACP
571
Aveo Capital Partners
Colorado
$422K -$58.6K -897 -12%
ZIM
572
Zacks Investment Management
Illinois
$417K +$417K +6,382 New
LJAC
573
L.J. Altfest & Co
New York
$416K +$416K +6,371 New
VSQM
574
V-Square Quantitative Management
Illinois
$412K +$7.84K +120 +2%
LF
575
Lantz Financial
Illinois
$409K +$914 +14 +0.2%
21 22
23
24 25