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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 %
ACP
651
Aviance Capital Partners
Florida
$321K +$321K +4,913 New
CRWM
652
Castle Rock Wealth Management
California
$311K +$632 +10 +0.2%
CA
653
Clearstead Advisors
Ohio
$308K +$8.23K +126 +3%
SOW
654
State of Wyoming
Wyoming
$306K +$213K +3,262 +229%
LA
655
LVW Advisors
New York
$306K +$306K +4,680 New
AWM
656
Axxcess Wealth Management
California
$304K -$1.63K -25 -0.5%
PP
657
PrairieView Partners
Minnesota
$301K – – –
NWAG
658
Net Worth Advisory Group
Utah
$301K +$301K +4,603 New
EB
659
Eastern Bank
Massachusetts
$301K +$19.6K +300 +7%
HSA
660
HBK Sorce Advisory
Pennsylvania
$298K -$27.8K -425 -9%
PTC
661
Private Trust Company
Ohio
$297K -$1.24K -19 -0.4%
PCIA
662
Prime Capital Investment Advisors
Kansas
$295K +$5.42K +83 +2%
VVP
663
Venture Visionary Partners
Ohio
$295K -$11.6K -177 -4%
TWM
664
Trueblood Wealth Management
Ohio
$294K – – –
GT
665
Glenview Trust
Kentucky
$293K -$29.4K -450 -9%
FWM
666
FFT Wealth Management
Pennsylvania
$288K – – –
WA
667
Waverly Advisors
Alabama
$288K +$2.09K +32 +0.7%
TL
668
Tradewinds LLC
North Carolina
$286K -$849 -13 -0.3%
NIM
669
Nicollet Investment Management
Minnesota
$285K -$265K -4,051 -48%
AWM
670
Avior Wealth Management
Nebraska
$284K -$41.4K -634 -13%
VF
671
Virtu Financial
New York
$284K +$30.4K +466 +12%
PWP
672
Principle Wealth Partners
Connecticut
$284K +$24K +367 +9%
ECM
673
Evergreen Capital Management
Washington
$284K -$3.82K -58 -1%
BWM
674
Buska Wealth Management
Wisconsin
$283K +$2.48K +38 +0.9%
RWA
675
Redhawk Wealth Advisors
Minnesota
$275K -$6.4K -98 -2%
25 26
27
28 29