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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 %
WAS
851
Winch Advisory Services
Wisconsin
$77.3K +$718 +11 +0.9%
CAL
852
Capital Advisors Ltd
Ohio
$77K +$1.97K +30 +3%
OAM
853
Ostrum Asset Management
France
$74.9K +$914 +14 +1%
HGERS
854
Householder Group Estate & Retirement Specialist
Arizona
$74K +$29.6K +456 +67%
CHA
855
Carmichael Hill & Associates
Maryland
$73.8K -$41.1K -630 -36%
NSIM
856
North Star Investment Management
Illinois
$71.1K +$3.39K +52 +5%
TCOV
857
Trust Company of Vermont
Vermont
$70.6K -$9.6K -147 -12%
BFS
858
Burkett Financial Services
South Carolina
$70.5K +$718 +11 +1%
FDCP
859
Foster Dykema Cabot & Partners
Massachusetts
$70.4K – – –
BL
860
BFSG LLC
California
$69.9K +$980 +15 +1%
WTA
861
Washington Trust Advisors
Massachusetts
$67.3K – – –
PFBT
862
Parkside Financial Bank & Trust
Missouri
$66.4K +$980 +15 +1%
FFO
863
Fortitude Family Office
Arizona
$66.3K +$55.2K +845 +497%
QC
864
Quent Capital
New York
$62.8K – – –
IA
865
IFS Advisors
Kansas
$62.4K – – –
CB
866
Centennial Bank
Arkansas
$61.8K – – –
DMBA
867
Deseret Mutual Benefit Administrators
Utah
$61.1K – – –
VCM
868
Versant Capital Management
Arizona
$59.6K +$9.53K +146 +19%
BLC
869
Brown, Lisle/Cummings
Rhode Island
$58.9K – – –
SIC
870
Salem Investment Counselors
North Carolina
$58.4K – – –
QL
871
Quarry LP
New York
$55.6K -$99.9K -1,530 -64%
CA
872
CoreCap Advisors
Michigan
$55.2K +$3.13K +48 +6%
CCA
873
Catalyst Capital Advisors
New York
$54.5K +$19.4K +297 +55%
VAMG
874
Voisard Asset Management Group
Michigan
$53K +$784 +12 +2%
AAF
875
Andra AP-fonden
Sweden
$52.2K – – –
33 34
35
36 37