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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 %
ATC
901
Adirondack Trust Company
New York
$36.7K – – –
TCM
902
TruNorth Capital Management
Michigan
$36.4K – – –
LIA
903
Luken Investment Analytics
Tennessee
$34.3K – – –
TVWM
904
Tower View Wealth Management
Wisconsin
$33.3K +$327 +5 +1%
AIC
905
Archer Investment Corporation
Indiana
$32.7K – – –
MMG
906
Monetary Management Group
Missouri
$32.7K – – –
TCG
907
Transcendent Capital Group
Oklahoma
$32.7K +$32.7K +500 New
CA
908
Continuum Advisory
Idaho
$32.6K +$1.51K +22 +5%
EWP
909
Elevation Wealth Partners
California
$32.3K -$65 -1 -0.2%
WIM
910
Westside Investment Management
California
$32.1K – – –
HWM
911
Hemington Wealth Management
Virginia
$32K +$32K +484 New
GI
912
GS Investments
Minnesota
$31.6K -$653 -10 -2%
BGAI
913
Bruce G. Allen Investments
Colorado
$31.1K +$784 +12 +3%
T
914
Tidemark
California
$30.4K – – –
CP
915
Canopy Partners
Ohio
$30K +$2.48K +38 +9%
PCWA
916
Pacific Capital Wealth Advisors
California
$27.9K +$1.31K +20 +5%
NFA
917
Northwest Financial Advisors
Virginia
$27.1K +$27.1K +415 New
APC
918
Aspire Private Capital
North Carolina
$26.9K +$65 +1 +0.2%
TLA
919
Tanglewood Legacy Advisors
Texas
$26.8K – – –
HWA
920
Heritage Wealth Advisors
Virginia
$26.1K – – –
SIS
921
Strategic Investment Solutions
Illinois
$26.1K – – –
TSMHT
922
Thurston Springer Miller Herd & Titak
Indiana
$25.7K +$5.16K +79 +25%
ATS
923
Ashton Thomas Securities
New York
$24.9K +$24.9K +382 New
BSB
924
Bangor Savings Bank
Maine
$24.7K +$8.36K +128 +51%
POIA
925
Pin Oak Investment Advisors
Texas
$23K – – –
35 36
37
38 39