XEL icon

Xcel Energy
XEL

Overview Fund Activity

1,101 hedge funds and large institutions have $33.6B invested in Xcel Energy in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 449 increasing their positions, 304 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,101
Holders Change
+80
Holders Change %
+7.84%
% of All Funds
14.65%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.17%
New
164
Increased
449
Reduced
304
Closed
67
Calls
$161M
Puts
$26.5M
Net Calls
+$134M
Net Calls Change
+$72.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$428M
2
Newport Trust Company
Newport Trust Company
District of Columbia
+$277M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$242M
4
ZP
Zimmer Partners
New York
+$233M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
+$232M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$294M
2
Prudential Financial
Prudential Financial
New Jersey
-$93.2M
3
MAM
Magellan Asset Management
Australia
-$91.4M
4
Amundi
Amundi
France
-$78.7M
5
Deutsche Bank
Deutsche Bank
Germany
-$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFM
301
Royal Fund Management
Florida
$2.7M +$210K +3,108 +8%
PPWP
302
Proquility Private Wealth Partners
Nevada
$2.7M +$184K +2,727 +7%
William Blair & Company
303
William Blair & Company
Illinois
$2.61M +$68.3K +1,011 +3%
KRS
304
Kentucky Retirement Systems
Kentucky
$2.59M -$35.7K -528 -1%
BFG
305
Berger Financial Group
Minnesota
$2.58M +$771K +11,415 +43%
PP
306
Prudential plc
United Kingdom
$2.58M -$1.08M -16,004 -30%
TC
307
TownSquare Capital
Utah
$2.53M +$632K +9,360 +33%
WHGC
308
Wealth High Governance Capital
Brazil
$2.52M +$2.52M +37,252 New
EIA
309
Edgemoor Investment Advisors
Maryland
$2.49M -$33.1K -490 -1%
QCM
310
QRG Capital Management
Illinois
$2.45M -$445K -6,589 -15%
WS
311
Wedbush Securities
California
$2.43M -$216K -3,194 -8%
GT
312
Glenmede Trust
Pennsylvania
$2.42M +$1.1M +16,261 +83%
HIMCH
313
Hartford Investment Management Co (HIMCO)
Connecticut
$2.4M +$23.7K +351 +1%
FB
314
Fulton Bank
Pennsylvania
$2.38M -$36.1K -535 -1%
UFF
315
USA Financial Formulas
Michigan
$2.37M +$2.37M +35,063 New
AG
316
Algert Global
California
$2.37M -$278K -4,123 -11%
JFL
317
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.36M – – –
ATN
318
AMF Tjänstepension
Sweden
$2.36M – – –
AAS
319
Avantax Advisory Services
Texas
$2.36M +$288K +4,264 +14%
AIP
320
ARS Investment Partners
New York
$2.35M -$12K -177 -0.5%
WP
321
Woodline Partners
California
$2.33M +$2.33M +34,486 New
SCM
322
Sterling Capital Management
North Carolina
$2.31M +$866K +12,822 +60%
QT
323
Quantbot Technologies
New York
$2.3M +$2.3M +34,038 New
CGH
324
Crossmark Global Holdings
Texas
$2.29M -$6.28K -93 -0.3%
FNA
325
First National Advisers
Nebraska
$2.28M +$66.2K +980 +3%
11 12
13
14 15