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 %
PMSA
701
Patrick M. Sweeney & Associates
Illinois
$254K +$254K +3,895 New
TWP
702
Tyche Wealth Partners
Texas
$253K -$1.96K -30 -0.8%
SVWAG
703
Sound View Wealth Advisors Group
Georgia
$253K +$253K +3,873 New
BA
704
Ballast Advisors
Minnesota
$252K -$54.7K -838 -18%
CTA
705
Chesley Taft & Associates
Illinois
$251K – – –
CCM
706
Carlson Capital Management
Minnesota
$251K +$1.63K +25 +0.7%
CI
707
CX Institutional
Indiana
$251K +$251K +3,846 New
LCM
708
Lazari Capital Management
California
$250K +$588 +9 +0.2%
CAM
709
Centre Asset Management
New York
$249K -$4.83K -74 -2%
PCI
710
Planning Center Inc
Illinois
$248K – – –
APW
711
Austin Private Wealth
Texas
$248K +$327 +5 +0.1%
S
712
Sunpointe
Missouri
$247K – – –
SWM
713
Scissortail Wealth Management
Oklahoma
$247K -$231M -3,745 -100%
WJWM
714
Williams Jones Wealth Management
New York
$247K – – –
FA
715
FDx Advisors
Illinois
$245K +$245K +3,752 New
DC
716
Dorval Corp
Minnesota
$244K +$184 +3 +0.1%
LSAG
717
Lake Street Advisors Group
New Hampshire
$244K -$10.5K -159 -4%
P
718
Pitcairn
Pennsylvania
$243K +$243K +3,721 New
CFM
719
Catalyst Funds Management
Australia
$242K -$947K -14,500 -80%
AWM
720
Accel Wealth Management
Iowa
$241K +$241K +3,689 New
OCBCO
721
Oversea-Chinese Banking Corp (OCBC)
Singapore
$239K +$239K +3,662 New
NW
722
NewEdge Wealth
Pennsylvania
$239K +$239K +3,661 New
GRP
723
Global Retirement Partners
California
$239K -$131K -2,007 -35%
OWP
724
Obermeyer Wealth Partners
Colorado
$239K +$239K +3,657 New
FGA
725
Fortis Group Advisors
New Jersey
$238K +$238K +3,648 New
27 28
29
30 31