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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 %
SIC
1001
SJS Investment Consulting
Ohio
$2.16K – – –
KFI
1002
Key Financial Inc
Pennsylvania
$1.89K – – –
TCA
1003
Trifecta Capital Advisors
Illinois
$1.83K – – –
PIS
1004
POM Investment Strategies
North Carolina
$1.37K – – –
CAM
1005
ClariVest Asset Management
California
$1.23K – – –
CAC
1006
Core Alternative Capital
Georgia
$1.18K – – –
CAM
1007
Creekmur Asset Management
Illinois
$1.05K – – –
TFA
1008
Transamerica Financial Advisors
Florida
$1K – – –
WPA
1009
West Paces Advisors
Georgia
$849 -$392 -6 -32%
JFG
1010
JDM Financial Group
Texas
$849 +$849 +13 New
RS
1011
Rakuten Securities
Japan
$784 -$196 -3 -20%
NL
1012
NVWM LLC
Pennsylvania
$653 – – –
CA
1013
Claris Advisors
Missouri
$653 +$653 +10 New
A
1014
AlphaQuest
New York
$588 -$2.44M -37,405 -100%
ACA
1015
Atlas Capital Advisors
Wyoming
$522 -$6.53K -100 -93%
HWP
1016
Highline Wealth Partners
California
$522 +$522 +8 New
WA
1017
WestEnd Advisors
North Carolina
$457 – – –
MFG
1018
Mendota Financial Group
Wisconsin
$66 +$66 +1 New
Citadel Advisors
1019
Citadel Advisors
Florida
$65 -$29.1M -448,328 -100%
WBC
1020
West Branch Capital
Massachusetts
$42 +$42 +1 New
DWM
1021
Dogwood Wealth Management
Kansas
$4 -$3 – –
Voloridge Investment Management
1022
Voloridge Investment Management
Florida
– -$40.2M -751,980 Closed
APG Asset Management
1023
APG Asset Management
Netherlands
– -$26.8M -537,717 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1024
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$19M -355,460 Closed
TC
1025
TwinBeech Capital
New York
– -$18.5M -346,035 Closed
39 40
41
42 43