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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 %
ACM
801
Aster Capital Management
United Arab Emirates
$170K +$170K +2,603 New
M
802
MOTCO
Texas
$169K +$4.57K +70 +3%
ECM
803
Elgethun Capital Management
South Dakota
$166K – – –
HNB
804
Hilltop National Bank
Wyoming
$165K -$1.63K -25 -1%
FCMT
805
Founders Capital Management (Texas)
Texas
$163K – – –
CT
806
Colonial Trust
South Carolina
$163K +$13.4K +207 +9%
SS
807
Sunbelt Securities
Texas
$162K – – –
ST
808
Smithfield Trust
Pennsylvania
$156K – – –
JGIA
809
Jackson Grant Investment Advisers
Connecticut
$155K – – –
RTC
810
Riverview Trust Company
Washington
$153K +$979 +15 +0.6%
MAM
811
Marquette Asset Management
Minnesota
$150K – – –
WT
812
Washington Trust
Rhode Island
$148K -$3.92K -60 -3%
Kayne Anderson Rudnick Investment Management
813
Kayne Anderson Rudnick Investment Management
California
$148K – – –
WT
814
Whittier Trust
California
$146K – – –
VC
815
Vestor Capital
Illinois
$145K +$29.4K +451 +25%
DJSG
816
D.J. St. Germain
Massachusetts
$141K +$522 +8 +0.4%
LC
817
Lindbrook Capital
California
$138K -$43.5K -666 -24%
CCMI
818
Creative Capital Management Investments
California
$136K -$13.1K -200 -9%
FP
819
Financial Perspectives
Minnesota
$134K – – –
WWM
820
Wolff Wiese Magana
California
$133K +$261 +4 +0.2%
CCM
821
Chilton Capital Management
Texas
$131K – – –
TWD
822
True Wealth Design
Ohio
$129K +$128K +1,962 +17,836%
PAS
823
Point72 Asia (Singapore)
Singapore
$127K +$127K +1,951 New
QCG
824
Quadrant Capital Group
Ohio
$125K -$36.7K -562 -23%
CH
825
Cromwell Holdings
Wyoming
$120K – – –
31 32
33
34 35