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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 %
PCG
626
Prosperity Consulting Group
Maryland
$351K +$351K +5,376 New
CWP
627
Concord Wealth Partners
Virginia
$349K – – –
WPC
628
Wedmont Private Capital
Pennsylvania
$344K +$30.5K +484 +10%
LFA
629
Legacy Financial Advisors
Kentucky
$344K +$13.5K +206 +4%
SQA
630
Simon Quick Advisors
New Jersey
$344K +$19.2K +294 +6%
AIMC
631
Alley Investment Management Company
Illinois
$343K -$26.4K -404 -7%
CRC
632
Curi RMB Capital
Illinois
$341K +$44.1K +676 +15%
VFPW
633
Vantage Financial Partners (Wisconsin)
Wisconsin
$339K +$339K +5,188 New
SRA
634
Secured Retirement Advisors
Minnesota
$338K -$914 -14 -0.3%
AWM
635
Ariadne Wealth Management
California
$338K +$338K +5,108 New
FMII
636
Farmers & Merchants Investments Inc
Nebraska
$338K – – –
TCM
637
Triumph Capital Management
Colorado
$338K -$475K -7,210 -58%
AFG
638
Argent Financial Group
Louisiana
$333K +$333K +5,093 New
MCM
639
Manchester Capital Management
Vermont
$332K +$1.24K +19 +0.4%
FPAS
640
Focus Partners Advisor Solutions
Missouri
$331K +$331K +5,070 New
ANTB
641
AMG National Trust Bank
Colorado
$326K -$17.8K -272 -5%
SPA
642
Sherbrooke Park Advisers
New York
$326K +$326K +4,990 New
WG
643
Welch Group
Alabama
$326K +$38.5K +589 +13%
RWP
644
RWA Wealth Partners
Massachusetts
$325K +$65 +1 +0%
TPA
645
Trivium Point Advisory
Connecticut
$324K +$324K +4,715 New
CJH
646
Christopher J. Hasenberg
Wisconsin
$323K – – –
LAM
647
Lummis Asset Management
Texas
$323K – – –
AG
648
Ascent Group
Virginia
$323K +$323K +4,946 New
CIA
649
Capital Investment Advisors
Georgia
$323K -$15.5K -237 -5%
WI
650
WrapManager Inc
California
$321K -$69.9K -1,071 -18%
24 25
26
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