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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 %
Group One Trading
1076
Group One Trading
Illinois
– -$182K -3,411 Closed
TFF
1077
The Family Firm
Maryland
– -$108K -2,025 Closed
SA
1078
Scarborough Advisors
Maryland
– -$108K -2,018 Closed
BHWM
1079
Beaird Harris Wealth Management
Texas
– -$51.5K -964 Closed
ANBT
1080
American National Bank & Trust
Texas
– -$31.8K -595 Closed
PFP
1081
Pinnacle Financial Partners
Tennessee
– -$26.9K -500 Closed
WIA
1082
Wetzel Investment Advisors
Indiana
– -$15.4K -287 Closed
TSWM
1083
Tyler-Stone Wealth Management
Ohio
– -$13.4K -250 Closed
RFA
1084
Register Financial Advisors
Georgia
– -$11K -206 Closed
NIG
1085
NFJ Investment Group
Texas
– -$9.77K -183 Closed
OWA
1086
Opal Wealth Advisors
New York
– -$9.24K -173 Closed
KFS
1087
Kelly Financial Services
Massachusetts
– -$9.09K -170 Closed
EC
1088
EdgeRock Capital
Colorado
– -$5.13K -96 Closed
RWMG
1089
Redwood Wealth Management Group
New Jersey
– -$4.97K -93 Closed
W
1090
WealthCollab
Washington
– -$3.9K -73 Closed
SSG
1091
Summit Securities Group
New York
– -$4K -73 Closed
HBW
1092
Hazlett, Burt & Watson
West Virginia
– -$4K -68 Closed
TIM
1093
Tortoise Investment Management
New York
– -$2.35K -44 Closed
HWA
1094
HHM Wealth Advisors
Tennessee
– -$855 -16 Closed
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