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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
1
Bank of America
North Carolina
$942M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.34B
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$358M
4
State Street
4
State Street
Massachusetts
$2.45B
5
BC
5
Brookfield Corp
Ontario, Canada
$164M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$247K
2
Millennium Management
2
Millennium Management
New York
$68.1M
3
ZP
3
Zimmer Partners
New York
$13.9M
4
Man Group
4
Man Group
United Kingdom
$20.6M
5
Victory Capital Management
5
Victory Capital Management
Texas
$358M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIP
976
DT Investment Partners
Pennsylvania
$6.4K +$6.4K +98 New
HIA
977
Harbor Investment Advisory
Maryland
$6.33K -$196 -3 -3%
RTL
978
Red Tortoise LLC
Georgia
$6.2K – – –
VWA
979
Valued Wealth Advisors
Utah
$6.12K +$1.05K +16 +21%
AW
980
Avion Wealth
Texas
$6K +$4.35K +71 +263%
AWM
981
Abound Wealth Management
Tennessee
$5.95K +$653 +10 +12%
MA
982
MCF Advisors
Kentucky
$5.81K – – –
HGA
983
Hobbs Group Advisors
South Carolina
$5.75K – – –
SC
984
Swan Capital
Florida
$5.62K – – –
AP
985
Aspect Partners
Virginia
$5.36K – – –
PWMG
986
Private Wealth Management Group
New Jersey
$5.09K – – –
GLA
987
Great Lakes Advisors
Illinois
$5.07K – – –
WWP
988
WR Wealth Planners
Missouri
$5.03K +$1.18K +18 +31%
CPBTD
989
Central Pacific Bank - Trust Division
Hawaii
$4.96K – – –
MWM
990
Mascoma Wealth Management
New Hampshire
$4.9K -$3.79K -58 -44%
PAI
991
Pittenger & Anderson Inc
Nebraska
$4.7K – – –
S
992
Sachetta
Massachusetts
$4.38K – – –
JPWM
993
Jamison Private Wealth Management
Georgia
$4.25K – – –
TFM
994
TFC Financial Management
Massachusetts
$3.72K +$2.68K +41 +256%
AIM
995
Anchor Investment Management
South Carolina
$3.13K – – –
PCM
996
Penserra Capital Management
California
$3K +$188 +3 +7%
PP
997
Pacifica Partners
Canada
$2.94K – – –
CPG
998
Cornerstone Planning Group
New Jersey
$2.62K +$640 +10 +32%
OC
999
Oakworth Capital
Alabama
$2.61K -$5.29K -81 -67%
GFL
1000
Granite FO LLC
New Hampshire
$2.55K +$2.55K +39 New
38 39
40
41 42