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Xcel Energy

1,029 hedge funds and large institutions have $29.7B invested in Xcel Energy in 2024 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 385 increasing their positions, 341 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $113M | Put options by funds: $51.8M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

92% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 73

27% more capital invested

Capital invested by funds: $23.3B → $29.7B (+$6.4B)

13% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 341

6% more funds holding

Funds holding: 9711,029 (+58)

3.24% more ownership

Funds ownership: 78.33%81.58% (+3.2%)

Holders
1,029
Holders Change
+58
Holders Change %
+5.97%
% of All Funds
14.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
140
Increased
385
Reduced
341
Closed
73
Calls
$113M
Puts
$51.8M
Net Calls
+$61.6M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$54.4M -$19.5M -328,275 -28%
ECP
77
Electron Capital Partners
New York
$52.9M +$48M +809,362 New
EIP
78
Energy Income Partners
Connecticut
$51.8M -$8.23M -138,691 -15%
AllianceBernstein
79
AllianceBernstein
Tennessee
$46.8M -$448K -7,559 -1%
LIA
80
LSP Investment Advisors
New York
$45.8M
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$45.1M -$2.45M -41,245 -6%
VDI
82
Vaughan David Investments
Illinois
$44.4M +$604K +10,189 +2%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$42.8M -$474K -7,999 -1%
Point72 Asset Management
84
Point72 Asset Management
Connecticut
$41.6M +$37.8M +637,376 New
Korea Investment Corp
85
Korea Investment Corp
South Korea
$40.6M -$7.35M -123,866 -17%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$39M -$986K -16,630 -3%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.5M +$710K +11,975 +2%
GF
88
Gabelli Funds
New York
$35.6M -$225K -3,800 -0.7%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$34.3M -$439K -7,400 -1%
ORIO
90
Old Republic International (ORI)
Illinois
$33.7M
Two Sigma Investments
91
Two Sigma Investments
New York
$33.3M -$17.7M -298,657 -37%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$32.3M -$1.82M -30,660 -6%
ACA
93
Anchor Capital Advisors
Massachusetts
$30.5M -$925K -15,597 -3%
Mirae Asset Global ETFs Holdings
94
Mirae Asset Global ETFs Holdings
Hong Kong
$25.7M -$178K -2,995 -0.8%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$25.2M +$2.39M +40,308 +12%
Treasurer of the State of North Carolina
96
Treasurer of the State of North Carolina
North Carolina
$24.6M +$93.8K +1,582 +0.4%
Hudson Bay Capital Management
97
Hudson Bay Capital Management
Connecticut
$24.2M +$22M +370,582 New
MPI
98
Mairs & Power Inc
Minnesota
$24.2M +$606K +10,214 +3%
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$24M +$3.03M +51,068 +16%
Lazard Asset Management
100
Lazard Asset Management
New York
$23.5M -$14.5M -244,872 -40%

XEL Hedge Fund Activity: Q3 2024 in Review

1,029 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2024, worth a combined $29.7B — up 27% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new XEL positions and 73 closed out — a net gain of 67 holders — while 385 added to existing stakes and 341 trimmed.

The largest buyer was Bank of America, adding an estimated $510M. The largest seller was Millennium Management, cutting an estimated $193M.

  • 1,029 institutional investors held Xcel Energy (XEL) as of Q3 2024, up from 971 in Q2 2024.
  • Funds reported $29.7B of Xcel Energy stock for Q3 2024, up 27% quarter-over-quarter.
  • 140 funds opened new Xcel Energy positions in Q3 2024 and 73 closed out, a net change of +67 holders.
  • The largest Xcel Energy buyer in Q3 2024 was Bank of America, an estimated $510M added.
  • The largest Xcel Energy seller in Q3 2024 was Millennium Management, an estimated $193M sold.

Based on aggregated 13F filings for Q3 2024.