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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 %
CFO
951
CVA Family Office
Colorado
$14.2K -$23.1K -354 -62%
MCM
952
MV Capital Management
Maryland
$13.6K +$1.37K +21 +11%
WAM
953
WFA Asset Management
Wisconsin
$13.4K +$130 +2 +1%
SCA
954
Stuart Chaussee & Associates
California
$13.2K – – –
NRG
955
Nemes Rush Group
Michigan
$12.7K – – –
EFP
956
EnRich Financial Partners
Wisconsin
$12.6K – – –
KHC
957
Koesten Hirschmann & Crabtree
Kansas
$12.5K – – –
DPW
958
DiNuzzo Private Wealth
Pennsylvania
$12.5K +$10.3K +158 +479%
OP
959
ORG Partners
Indiana
$12.3K -$6.49K -99 -34%
SWM
960
Sugarloaf Wealth Management
Georgia
$12.1K +$12.1K +186 New
SN
961
Sittner & Nelson
Oregon
$11K – – –
VNA
962
Valley National Advisers
Pennsylvania
$10K -$6.13K -95 -38%
MG
963
MilWealth Group
Wisconsin
$9.67K – – –
BCMLT
964
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.47K +$9.47K +145 New
CWM
965
CarsonAllaria Wealth Management
Illinois
$8.96K +$131 +2 +1%
FFWM
966
Future Financial Wealth Management
Ohio
$8.42K +$8.42K +129 New
FFA
967
Frazier Financial Advisors
Ohio
$8.03K +$8.03K +123 New
FMP
968
Financial Management Professionals
Texas
$8K – – –
DF
969
Dunhill Financial
United Kingdom
$7.32K +$3.86K +59 +111%
CA
970
Crewe Advisors
Utah
$7.12K -$1.31K -20 -16%
CWC
971
Carolinas Wealth Consulting
North Carolina
$7.01K +$328 +5 +5%
TWC
972
TD Waterhouse Canada
Ontario, Canada
$6.53K – – –
DSC
973
Duncker Streett & Co
Missouri
$6.53K – – –
CB
974
CNB Bank
Pennsylvania
$6.53K – – –
TCM
975
Tributary Capital Management
Nebraska
$6.47K – – –
37 38
39
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