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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 %
SIAG
576
Safeguard Investment Advisory Group
California
$408K -$457 -7 -0.1%
HIP
577
HUB Investment Partners
Texas
$407K +$158K +2,415 +63%
IWM
578
Integris Wealth Management
California
$402K +$10.6K +163 +3%
KWA
579
Kingswood Wealth Advisors
California
$400K +$14.3K +219 +4%
AIA
580
Angeles Investment Advisors
California
$396K -$50.4K -765 -11%
TA
581
Townsend & Associates
Colorado
$395K – – –
GIM
582
Goelzer Investment Management
Indiana
$395K – – –
EFM
583
E Fund Management
China
$394K +$29.5K +451 +8%
BBNA
584
Bremer Bank National Association
Minnesota
$393K -$7.97K -122 -2%
RFN
585
RDA Financial Network
Iowa
$392K -$49K -750 -11%
SYBT
586
Stock Yards Bank & Trust
Kentucky
$391K +$43.6K +668 +13%
FHA
587
First Horizon Advisors
Tennessee
$387K +$1.11K +17 +0.3%
AWA
588
Aaron Wealth Advisors
Illinois
$385K +$105K +1,608 +38%
CMAI
589
Capital Management Associates Inc
Minnesota
$382K +$382K +5,844 New
SSB
590
Sandy Spring Bank
Maryland
$382K -$4.31K -66 -1%
CG
591
Corundum Group
Colorado
$381K -$526K -8,053 -58%
DFCM
592
Dark Forest Capital Management
Puerto Rico
$378K +$378K +5,796 New
HBT
593
Hills Bank & Trust
Iowa
$378K – – –
SF
594
Synovus Financial
Georgia
$378K +$57K +873 +18%
CFB
595
Cullen/Frost Bankers
Texas
$377K -$1.18K -18 -0.3%
PCS
596
Personal CFO Solutions
New Jersey
$377K -$1.05K -16 -0.3%
ST
597
Sabal Trust
Florida
$375K -$22.7M -347,331 -98%
CI
598
Cigna Investments
Connecticut
$375K -$8.11K -124 -2%
BCM
599
Brookstone Capital Management
Illinois
$374K +$15.5K +238 +4%
KMWM
600
Keudell/Morrison Wealth Management
Oregon
$373K – – –
22 23
24
25 26