XEL icon

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 %
QC
1051
Quadrature Capital
United Kingdom
– -$796K -14,904 Closed
AC
1052
AXQ Capital
New Jersey
– -$711K -13,320 Closed
CCIA
1053
Campbell & Co Investment Adviser
Maryland
– -$619K -11,593 Closed
FIA
1054
Foundations Investment Advisors
Arizona
– -$601K -11,258 Closed
OFG
1055
OmniStar Financial Group
North Carolina
– -$546K -10,216 Closed
KNW
1056
Kesler Norman & Wride
Utah
– -$461K -8,634 Closed
PRC
1057
Pearl River Capital
Michigan
– -$456K -8,538 Closed
TSS
1058
Two Sigma Securities
New York
– -$428K -8,022 Closed
PI
1059
PFG Investments
New York
– -$408K -7,643 Closed
OTL
1060
Oak Thistle LLC
New York
– -$394K -7,371 Closed
JFG
1061
Jefferies Financial Group
New York
– -$357K -6,675 Closed
SW
1062
SVB Wealth
Massachusetts
– -$332K -6,222 Closed
VI
1063
Versor Investments
New York
– -$330K -6,177 Closed
GSC
1064
Ground Swell Capital
South Carolina
– -$311K -5,828 Closed
SEC
1065
Seven Eight Capital
New York
– -$270K -5,052 Closed
QFA
1066
Quantum Financial Advisors
California
– -$264K -4,937 Closed
WIM
1067
Warwick Investment Management
Texas
– -$252K -4,711 Closed
GWP
1068
Gateway Wealth Partners
Wisconsin
– -$236K -4,413 Closed
DWM
1069
Destination Wealth Management
California
– -$220K -4,124 Closed
SAM
1070
Strategy Asset Managers
California
– -$253K -4,076 Closed
MA
1071
Mutual Advisors
Nebraska
– -$228K -3,955 Closed
ACI
1072
Alpha Cubed Investments
California
– -$208K -3,889 Closed
WANY
1073
Wealthspire Advisors (New York)
New York
– -$205K -3,830 Closed
MS
1074
Maven Securities
Jersey
– -$204K -3,820 Closed
CM
1075
Caption Management
Oklahoma
– -$187K -3,500 Closed
40 41 42
43
44