XEL icon

Xcel Energy
XEL

Overview Fund Activity

1,020 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, 338 reducing their positions, and 73 closing their positions.

Holders
1,020
Holders Change
+56
Holders Change %
+5.81%
% of All Funds
14.76%
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
338
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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.76B 72,878,986 +652,633 +0.9%
BlackRock
2
BlackRock
New York
$3.01B 46,096,769 +243,221 +0.5%
State Street
3
State Street
Massachusetts
$2.45B 37,143,025 +2,323,448 +7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.34B 20,473,532 +7,685,638 +60%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.19B 18,268,955 -1,783,415 -9%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$992M 15,190,756 +892,740 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$952M 14,562,103 +262,191 +2%
Bank of America
8
Bank of America
North Carolina
$942M 14,426,565 +8,602,124 +148%
Aristotle Capital Management
9
Aristotle Capital Management
California
$894M 13,695,233 +5,245 +0%
Morgan Stanley
10
Morgan Stanley
New York
$455M 6,963,493 -542,385 -7%
Goldman Sachs
11
Goldman Sachs
New York
$402M 6,154,853 -224,451 -4%
Wells Fargo
12
Wells Fargo
California
$401M 6,143,453 -221,824 -3%
Victory Capital Management
13
Victory Capital Management
Texas
$358M 5,488,784 -2,098,779 -28%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$358M 5,483,686 +5,483,686 New
Invesco
15
Invesco
Georgia
$338M 5,174,305 +176,198 +4%
Legal & General Group
16
Legal & General Group
United Kingdom
$333M 5,102,983 -150,127 -3%
Northern Trust
17
Northern Trust
Illinois
$332M 5,077,629 -254,183 -5%
Franklin Resources
18
Franklin Resources
California
$308M 4,884,735 -80,596 -2%
American Century Companies
19
American Century Companies
Missouri
$247M 3,776,609 +1,692,264 +81%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$246M 3,765,473 -12,564 -0.3%
MAM
21
Magellan Asset Management
Australia
$245M 3,753,409 +296,205 +9%
Mitsubishi UFJ Trust & Banking
22
Mitsubishi UFJ Trust & Banking
Japan
$245M 3,750,107 +294,824 +9%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$229M 3,513,617 +165,889 +5%
Charles Schwab
24
Charles Schwab
California
$223M 3,417,615 +67,820 +2%
Capital Research Global Investors
25
Capital Research Global Investors
California
$221M 3,384,975 +3,234 +0.1%
1
2 3 4 5