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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 %
CFS
776
CRA Financial Services
New Jersey
$207K +$207K +3,177 New
AA
777
Ancora Advisors
Ohio
$207K -$17.9K -274 -8%
LFG
778
Leverty Financial Group
Wisconsin
$207K +$207K +3,166 New
RCM
779
RNC Capital Management
California
$206K – – –
KCIC
780
Kuhn & Co Investment Counsel
Illinois
$206K +$206K +3,159 New
NAM
781
NorthCrest Asset Manangement
Minnesota
$206K +$206K +3,155 New
MIM
782
Morningstar Investment Management
Illinois
$206K +$206K +3,274 New
PWH
783
Priebe Wealth Holdings
Minnesota
$206K +$206K +3,148 New
GL
784
Graypoint LLC
New York
$203K +$203K +3,114 New
9WM
785
9258 Wealth Management
Ohio
$203K +$203K +3,106 New
UB
786
UMB Bank
Missouri
$202K +$17.6K +270 +10%
AWE
787
Avidian Wealth Enterprises
Texas
$202K +$202K +3,094 New
CWP
788
Cyndeo Wealth Partners
Florida
$201K +$201K +3,085 New
CFGSD
789
Compass Financial Group (South Dakota)
South Dakota
$201K +$201K +3,079 New
GF
790
Gries Financial
Ohio
$201K +$201K +3,077 New
MG
791
Mather Group
Illinois
$192K +$36.8K +564 +24%
CWM
792
Cranbrook Wealth Management
Michigan
$190K – – –
TC
793
Trust Company
Kansas
$188K – – –
C
794
Covestor
United Kingdom
$184K +$152K +2,337 +482%
SIS
795
Sound Income Strategies
Florida
$180K +$37K +566 +26%
GWSG
796
GPS Wealth Strategies Group
Colorado
$178K -$63.3K -969 -26%
CTWM
797
Cherry Tree Wealth Management
Minnesota
$175K +$653 +10 +0.4%
PW
798
Paladin Wealth
Minnesota
$175K +$175K +2,674 New
GSEP
799
Golden State Equity Partners
California
$175K +$175K +2,673 New
SIM
800
Sentry Investment Management
Wisconsin
$170K +$170K +2,611 New
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