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Xcel Energy
XEL

1,029 hedge funds and large institutions have $29.7B invested in Xcel Energy in 2024 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 385 increasing their positions, 341 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $113M | Put options by funds: $51.8M

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

92% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 73

27% more capital invested

Capital invested by funds: $23.3B → $29.7B (+$6.4B)

13% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 341

6% more funds holding

Funds holding: 971 → 1,029 (+58)

3.24% more ownership

Funds ownership: 78.33% → 81.58% (+3.2%)

Holders
1,029
Holders Change
+58
Holders Change %
+5.97%
% of All Funds
14.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
140
Increased
385
Reduced
341
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
+$510M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$456M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$325M
4
State Street
State Street
Massachusetts
+$138M
5
BC
Brookfield Corp
Ontario, Canada
+$125M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$193M
2
ZP
Zimmer Partners
New York
-$167M
3
Man Group
Man Group
United Kingdom
-$149M
4
Victory Capital Management
Victory Capital Management
Texas
-$124M
5
JP Morgan Chase
JP Morgan Chase
New York
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.76B +$38.7M +652,633 +0.9%
BlackRock
2
BlackRock
New York
$3.01B +$14.4M +243,221 +0.5%
State Street
3
State Street
Massachusetts
$2.45B +$138M +2,323,448 +7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.34B +$456M +7,685,638 +60%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.19B -$106M -1,783,415 -9%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$992M +$53M +892,740 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$952M +$15.6M +262,191 +2%
Bank of America
8
Bank of America
North Carolina
$942M +$510M +8,602,124 +148%
Aristotle Capital Management
9
Aristotle Capital Management
California
$894M +$311K +5,245 +0%
Morgan Stanley
10
Morgan Stanley
New York
$455M -$32.2M -542,385 -7%
Goldman Sachs
11
Goldman Sachs
New York
$402M -$13.3M -224,451 -4%
Wells Fargo
12
Wells Fargo
California
$401M -$13.2M -221,824 -3%
Victory Capital Management
13
Victory Capital Management
Texas
$358M -$124M -2,098,779 -28%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$358M +$325M +5,483,686 New
Invesco
15
Invesco
Georgia
$338M +$10.5M +176,198 +4%
Legal & General Group
16
Legal & General Group
United Kingdom
$333M -$8.9M -150,127 -3%
Northern Trust
17
Northern Trust
Illinois
$332M -$15.1M -254,183 -5%
Franklin Resources
18
Franklin Resources
California
$308M -$4.78M -80,596 -2%
American Century Companies
19
American Century Companies
Missouri
$247M +$100M +1,692,264 +81%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$246M -$745K -12,564 -0.3%
MAM
21
Magellan Asset Management
Australia
$245M +$17.6M +296,205 +9%
Mitsubishi UFJ Trust & Banking
22
Mitsubishi UFJ Trust & Banking
Japan
$245M +$17.5M +294,824 +9%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$229M +$9.84M +165,889 +5%
Charles Schwab
24
Charles Schwab
California
$223M +$4.02M +67,820 +2%
Capital Research Global Investors
25
Capital Research Global Investors
California
$221M +$192K +3,234 +0.1%
1
2 3 4 5

XEL Hedge Fund Activity: Q3 2024 in Review

1,029 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2024, worth a combined $29.7B — up 27% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new XEL positions and 73 closed out — a net gain of 67 holders — while 385 added to existing stakes and 341 trimmed.

The largest buyer was Bank of America, adding an estimated $510M. The largest seller was Millennium Management, cutting an estimated $193M.

  • 1,029 institutional investors held Xcel Energy (XEL) as of Q3 2024, up from 971 in Q2 2024.
  • Funds reported $29.7B of Xcel Energy stock for Q3 2024, up 27% quarter-over-quarter.
  • 140 funds opened new Xcel Energy positions in Q3 2024 and 73 closed out, a net change of +67 holders.
  • The largest Xcel Energy buyer in Q3 2024 was Bank of America, an estimated $510M added.
  • The largest Xcel Energy seller in Q3 2024 was Millennium Management, an estimated $193M sold.

Based on aggregated 13F filings for Q3 2024.