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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
$942M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.34B
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$358M
4
State Street
State Street
Massachusetts
$2.45B
5
BC
Brookfield Corp
Ontario, Canada
$164M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$247K
2
Millennium Management
Millennium Management
New York
$68.1M
3
ZP
Zimmer Partners
New York
$13.9M
4
Man Group
Man Group
United Kingdom
$20.6M
5
Victory Capital Management
Victory Capital Management
Texas
$358M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKIM
926
GW&K Investment Management
Massachusetts
$23K +$1.19K +18 +5%
LFA
927
LGT Financial Advisors
Texas
$22.7K -$22.1K -338 -49%
GFPC
928
Global Financial Private Client
Florida
$22.1K +$22.1K +339 New
WB
929
Webster Bank
Connecticut
$21.2K – – –
CCA
930
Criterion Capital Advisors
Tennessee
$21.2K – – –
OA
931
Operose Advisors
Wisconsin
$21.1K – – –
Optiver Holding
932
Optiver Holding
Netherlands
$20.7K +$20.7K +317 New
RWPA
933
Richard W. Paul & Associates
Michigan
$20.6K +$4.51K +69 +28%
RFS
934
Richardson Financial Services
Massachusetts
$20K – – –
GEA
935
Glen Eagle Advisors
New Jersey
$19.6K – – –
CAL
936
Capital Analysts LLC
Pennsylvania
$19K -$10.8K -169 -36%
BFPW
937
BOK Financial Private Wealth
Colorado
$18.5K – – –
SL
938
Salomon & Ludwin
Virginia
$18.3K +$4.9K +75 +37%
FC
939
Fairscale Capital
New Hampshire
$18.2K – – –
TF
940
Tompkins Financial
New York
$18.1K +$18.1K +277 New
CTB
941
Country Trust Bank
Illinois
$18K – – –
GJWM
942
Gilliland Jeter Wealth Management
Arkansas
$17.8K +$196 +3 +1%
GCM
943
Gables Capital Management
Florida
$17.2K – – –
JWA
944
JFS Wealth Advisors
Pennsylvania
$16.8K +$1.57K +24 +10%
AAG
945
Armstrong Advisory Group
Massachusetts
$16K -$7.25K -111 -31%
DFA
946
DHJJ Financial Advisors
Illinois
$15.3K – – –
CJ
947
Caitlin John
Michigan
$15.2K -$343K -4,998 -96%
LWANC
948
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K – – –
GWSA
949
Global Wealth Strategies & Associates
Colorado
$14.9K – – –
AWM
950
Atticus Wealth Management
Florida
$14.4K -$653 -10 -4%
36 37
38
39 40