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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 %
FCT
826
First Community Trust
Iowa
$118K – – –
HPC
827
HM Payson & Co
Maine
$117K -$35.2K -539 -23%
EBA
828
Eagle Bay Advisors
New York
$116K -$2.57K -39 -2%
CSB
829
City State Bank
Iowa
$115K +$29.4K +450 +34%
CTA
830
Colonial Trust Advisors
South Carolina
$114K – – –
BIG
831
Brooklyn Investment Group
New York
$114K +$114K +1,742 New
SC
832
Steph & Co
Wisconsin
$112K – – –
LWCFA
833
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111K -$4.23K -65 -4%
PA
834
PSI Advisors
Florida
$106K – – –
BONH
835
Bank of New Hampshire
New Hampshire
$106K – – –
RAM
836
Riggs Asset Management
Pennsylvania
$103K – – –
MPWT
837
MassMutual Private Wealth & Trust
Connecticut
$101K -$457 -7 -0.5%
FRA
838
Front Row Advisors
California
$99.6K – – –
HCP
839
Hexagon Capital Partners
Arkansas
$99.4K -$1.31K -20 -1%
AA
840
Alta Advisers
United Kingdom
$98K – – –
PB
841
Pinnacle Bancorp
Nebraska
$97.8K – – –
HDIM
842
Hanson & Doremus Investment Management
Vermont
$95K – – –
BCWM
843
Bartlett & Co Wealth Management
Ohio
$88.3K – – –
IAIM
844
International Assets Investment Management
Florida
$86.6K +$85.4K +499,764 +7,433%
BBHC
845
Brown Brothers Harriman & Co
New York
$86.5K -$92.8K -1,421 -52%
IWP
846
IAG Wealth Partners
Wisconsin
$83.3K – – –
FMTCOCP
847
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$80K – – –
DWA
848
Delos Wealth Advisors
Texas
$78.4K +$76.4K +1,170 +3,900%
NB
849
NBT Bank
New York
$77.6K -$4.9K -75 -6%
DP
850
Denver PWM
Colorado
$77.5K +$522 +8 +0.7%
32 33
34
35 36