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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 %
PWM
601
Perigon Wealth Management
California
$373K +$373K +5,706 New
SWP
602
Stratos Wealth Partners
Ohio
$369K -$10.7K -164 -3%
ISL
603
Ingalls & Snyder LLC
New York
$368K – – –
SF
604
Summit Financial
New Jersey
$367K -$35.6K -541 -9%
RWM
605
Ritholtz Wealth Management
New York
$366K +$57.2K +876 +19%
IA
606
IFP Advisors
Florida
$366K +$1.89K +29 +0.5%
CCA
607
Checchi Capital Advisers
California
$366K +$12.4K +190 +4%
EA
608
Everpar Advisors
Oklahoma
$365K -$47.3K -725 -11%
CAM
609
Carret Asset Management
New York
$365K -$29.4K -450 -7%
BTI
610
Blue Trust Inc
Georgia
$364K +$118K +2,203 +48%
CAG
611
Csenge Advisory Group
Florida
$364K +$249 +4 +0.1%
LWM
612
Lakeridge Wealth Management
Ohio
$361K +$1.11K +17 +0.3%
MNBTD
613
Moody National Bank Trust Division
Texas
$359K +$29.4K +450 +9%
ONB
614
Old National Bancorp
Indiana
$359K – – –
AAS
615
Ameritas Advisory Services
Nebraska
$358K -$14.2K -217 -4%
ACM
616
AlphaStar Capital Management
North Carolina
$357K +$357K +5,465 New
RA
617
RFG Advisory
Alabama
$356K -$17.7K -271 -5%
NG
618
Norden Group
Utah
$356K -$38.5K -589 -10%
FCFC
619
First Commonwealth Financial Corp
Pennsylvania
$355K -$6.4K -98 -2%
VT
620
Vise Technologies
New York
$355K +$355K +5,435 New
JHP
621
James Hambro & Partners
United Kingdom
$353K – – –
EC
622
EntryPoint Capital
New York
$352K +$190K +2,905 +117%
FFA
623
Farther Finance Advisors
California
$352K +$60.9K +933 +21%
BHWM
624
Bar Harbor Wealth Management
New Hampshire
$352K – – –
SAF
625
Smith Anglin Financial
Texas
$351K +$3K +46 +0.9%
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25
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