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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 %
FNBSF
751
First National Bank Sioux Falls
South Dakota
$222K +$222K +3,404 New
SC
752
Syon Capital
California
$222K +$222K +3,403 New
PFSC
753
Peoples Financial Services Corp
Pennsylvania
$222K – – –
MW
754
Marcum Wealth
Ohio
$221K +$221K +3,386 New
GM
755
GeoWealth Management
Illinois
$220K +$220K +3,372 New
WCM
756
Windsor Capital Management
Arizona
$219K +$219K +3,353 New
BTW
757
Boston Trust Walden
Massachusetts
$219K +$219K +3,347 New
HR
758
Howe & Rusling
New York
$218K +$218K +3,336 New
CBA
759
Coastal Bridge Advisors
Connecticut
$218K -$95.6K -1,464 -31%
KIA
760
Knollwood Investment Advisory
Maryland
$217K +$217K +3,323 New
SF
761
Symphony Financial
Texas
$217K +$217K +3,354 New
UWM
762
USAdvisors Wealth Management
Minnesota
$216K +$216K +3,360 New
CCG
763
Catalina Capital Group
California
$215K +$215K +3,297 New
FHC
764
First Heartland Consultants
Missouri
$215K +$215K +3,290 New
KIG
765
Kowal Investment Group
Wisconsin
$215K +$215K +3,292 New
FBFS
766
First Business Financial Services
Wisconsin
$214K +$214K +3,277 New
CSPIA
767
Cary Street Partners Investment Advisory
Virginia
$212K +$212K +3,248 New
FCP
768
Fidelis Capital Partners
Florida
$212K +$212K +3,296 New
GAM
769
Gotham Asset Management
New York
$212K +$212K +3,240 New
PWP
770
Phillips Wealth Planners
Mississippi
$211K +$211K +3,300 New
CWM
771
Centric Wealth Management
Illinois
$209K +$209K +3,150 New
LI
772
LRI Investments
Florida
$209K +$11.7K +170 +6%
CAMV
773
Concord Asset Management (Virginia)
Virginia
$209K +$209K +3,201 New
KCM
774
Kennedy Capital Management
Missouri
$208K +$208K +3,190 New
AC
775
Avestar Capital
New York
$208K +$208K +3,189 New
29 30
31
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