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Xcel Energy

1,029 hedge funds and large institutions have $29.7B invested in Xcel Energy in 2024 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 385 increasing their positions, 341 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $113M | Put options by funds: $51.8M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

92% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 73

27% more capital invested

Capital invested by funds: $23.3B → $29.7B (+$6.4B)

13% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 341

6% more funds holding

Funds holding: 9711,029 (+58)

3.24% more ownership

Funds ownership: 78.33%81.58% (+3.2%)

Holders
1,029
Holders Change
+58
Holders Change %
+5.97%
% of All Funds
14.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
140
Increased
385
Reduced
341
Closed
73
Calls
$113M
Puts
$51.8M
Net Calls
+$61.6M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
National Pension Service
51
National Pension Service
South Korea
$89.5M +$1.52M +25,655 +2%
Allianz Asset Management
52
Allianz Asset Management
Germany
$88.3M +$30.6M +515,894 +62%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$84.8M +$1.64M +27,677 +2%
LPL Financial
54
LPL Financial
California
$83.9M +$824K +13,885 +1%
Stifel Financial
55
Stifel Financial
Missouri
$82.6M +$12M +202,389 +19%
Barclays
56
Barclays
United Kingdom
$82.5M -$27.4M -461,255 -27%
ProShare Advisors
57
ProShare Advisors
Maryland
$81.2M +$39.1M +659,466 +113%
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$80.8M -$17.7M -298,038 -19%
Canada Pension Plan Investment Board
59
Canada Pension Plan Investment Board
Ontario, Canada
$80.8M +$2.97M +50,098 +4%
BGIM
60
Brandywine Global Investment Management
Pennsylvania
$80.6M +$17.9M +301,006 +31%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$80.2M -$707K -11,914 -1%
SEI Investments
62
SEI Investments
Pennsylvania
$78.6M +$17.5M +294,549 +32%
RJA
63
Raymond James & Associates
Florida
$70.5M -$1.47M -24,821 -2%
COPPSERS
64
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$69.1M -$3.39M -57,191 -5%
Millennium Management
65
Millennium Management
New York
$68.1M -$193M -3,247,591 -76%
WorldQuant Millennium Advisors
66
WorldQuant Millennium Advisors
New York
$67.5M +$4.01M +67,531 +7%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$65.6M -$43.4M -732,334 -42%
MIM
68
Merewether Investment Management
Texas
$64.3M +$58.4M +984,700 New
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$63M -$1.37M -23,126 -2%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$60M -$13.3M -224,007 -19%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$56.6M -$101M -1,710,084 -66%
RFC
72
Regions Financial Corp
Alabama
$55.7M +$128K +2,156 +0.3%
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$55.4M +$3.93M +66,334 +8%
Assenagon Asset Management
74
Assenagon Asset Management
Luxembourg
$55.1M +$18.9M +317,938 +60%
Janus Henderson Group
75
Janus Henderson Group
United Kingdom
$54.8M +$46.1M +777,696 +1,266%

XEL Hedge Fund Activity: Q3 2024 in Review

1,029 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2024, worth a combined $29.7B — up 27% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new XEL positions and 73 closed out — a net gain of 67 holders — while 385 added to existing stakes and 341 trimmed.

The largest buyer was Bank of America, adding an estimated $510M. The largest seller was Millennium Management, cutting an estimated $193M.

  • 1,029 institutional investors held Xcel Energy (XEL) as of Q3 2024, up from 971 in Q2 2024.
  • Funds reported $29.7B of Xcel Energy stock for Q3 2024, up 27% quarter-over-quarter.
  • 140 funds opened new Xcel Energy positions in Q3 2024 and 73 closed out, a net change of +67 holders.
  • The largest Xcel Energy buyer in Q3 2024 was Bank of America, an estimated $510M added.
  • The largest Xcel Energy seller in Q3 2024 was Millennium Management, an estimated $193M sold.

Based on aggregated 13F filings for Q3 2024.