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Xcel Energy
XEL

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: 3 → 6 (+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: 971 → 1,029 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$510M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$456M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$325M
4
State Street
State Street
Massachusetts
+$138M
5
BC
Brookfield Corp
Ontario, Canada
+$125M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$193M
2
ZP
Zimmer Partners
New York
-$167M
3
Man Group
Man Group
United Kingdom
-$149M
4
Victory Capital Management
Victory Capital Management
Texas
-$124M
5
JP Morgan Chase
JP Morgan Chase
New York
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
801
Cherry Tree Wealth Management
Minnesota
$175K +$593 +10 +0.4%
PW
802
Paladin Wealth
Minnesota
$175K +$159K +2,674 New
GSEP
803
Golden State Equity Partners
California
$175K +$159K +2,673 New
SIM
804
Sentry Investment Management
Wisconsin
$170K +$155K +2,611 New
ACM
805
Aster Capital Management
United Arab Emirates
$170K +$154K +2,603 New
M
806
MOTCO
Texas
$169K +$4.15K +70 +3%
ECM
807
Elgethun Capital Management
South Dakota
$166K – – –
HNB
808
Hilltop National Bank
Wyoming
$165K -$1.48K -25 -1%
FCMT
809
Founders Capital Management (Texas)
Texas
$163K – – –
CT
810
Colonial Trust
South Carolina
$163K +$12.3K +207 +9%
SS
811
Sunbelt Securities
Texas
$162K – – –
ST
812
Smithfield Trust
Pennsylvania
$156K – – –
JGIA
813
Jackson Grant Investment Advisers
Connecticut
$155K – – –
RTC
814
Riverview Trust Company
Washington
$153K +$890 +15 +0.6%
MAM
815
Marquette Asset Management
Minnesota
$150K – – –
WT
816
Washington Trust
Rhode Island
$148K -$3.56K -60 -3%
Kayne Anderson Rudnick Investment Management
817
Kayne Anderson Rudnick Investment Management
California
$148K – – –
WT
818
Whittier Trust
California
$146K – – –
VC
819
Vestor Capital
Illinois
$145K +$26.8K +451 +25%
DJSG
820
D.J. St. Germain
Massachusetts
$141K +$475 +8 +0.4%
LC
821
Lindbrook Capital
California
$138K -$39.5K -666 -24%
CCMI
822
Creative Capital Management Investments
California
$136K -$11.9K -200 -9%
FP
823
Financial Perspectives
Minnesota
$134K – – –
WWM
824
Wolff Wiese Magana
California
$133K +$237 +4 +0.2%
CCM
825
Chilton Capital Management
Texas
$131K – – –
31 32
33
34 35

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.