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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 %
MGIA
726
Moneta Group Investment Advisors
Missouri
$238K -$10.1K -154 -4%
KP
727
Keel Point
Alabama
$238K +$326 +5 +0.1%
PA
728
Parallel Advisors
California
$236K +$30.6K +469 +15%
WB
729
WesBanco Bank
West Virginia
$236K +$236K +3,609 New
OSNBOA
730
Old Second National Bank of Aurora
Illinois
$235K -$124K -1,900 -35%
JIC
731
Johnson Investment Counsel
Ohio
$235K -$30.8K -471 -12%
CBT
732
CoreFirst Bank & Trust
Kansas
$232K +$232K +3,559 New
BTWM
733
Brass Tax Wealth Management
Ohio
$231K +$231K +3,540 New
HH
734
Hilltop Holdings
Texas
$230K +$230K +3,525 New
WA
735
WESPAC Advisors
California
$230K +$230K +3,519 New
NS
736
NBC Securities
Alabama
$229K -$38.4K -590 -14%
SLG
737
Stanley-Laman Group
Pennsylvania
$228K +$228K +3,497 New
O
738
Ossiam
France
$228K +$228K +3,495 New
Marshall Wace
739
Marshall Wace
United Kingdom
$228K -$5.46M -83,673 -96%
GIA
740
GHP Investment Advisors
Colorado
$228K -$3.72K -57 -2%
MFG
741
Merit Financial Group
Georgia
$228K -$341K -5,226 -60%
G
742
GenTrust
Florida
$227K +$227K +3,447 New
CI Investments Inc
743
CI Investments Inc
Ontario, Canada
$226K -$102K -1,554 -31%
PMAM
744
Picton Mahoney Asset Management
Ontario, Canada
$226K +$226K +3,464 New
PL
745
Perpetual Ltd
Australia
$225K +$225K +3,450 New
HB
746
HTLF Bank
Colorado
$225K +$225K +3,447 New
LS
747
Livforsakringsbolaget Skandia
Sweden
$224K +$164K +2,503 +269%
CPA
748
Capital Performance Advisors
California
$224K +$224K +3,429 New
LCM
749
LCM Capital Management
Illinois
$224K +$224K +3,426 New
EFS
750
Essex Financial Services
Connecticut
$222K +$222K +3,494 New
28 29
30
31 32