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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 %
FDS
351
First Dallas Securities
Texas
$1.76M -$114K -1,695 -6%
NRD
352
Nebula Research & Development
New York
$1.74M +$779K +11,532 +81%
QWP
353
Quotient Wealth Partners
Texas
$1.71M +$66.9K +991 +4%
RCM
354
Raleigh Capital Management
North Carolina
$1.69M -$9.79K -145 -0.6%
Lido Advisors
355
Lido Advisors
California
$1.68M +$83K +1,230 +5%
DILIC
356
Dai-ichi Life Insurance Company
Japan
$1.64M -$46.6K -690 -3%
OQS
357
Occudo Quantitative Strategies
Florida
$1.63M +$1.63M +24,125 New
STA
358
Summit Trail Advisors
New York
$1.61M +$129K +1,911 +9%
BFG
359
Bleakley Financial Group
New Jersey
$1.61M +$154K +2,282 +11%
MPPW
360
Mitchell & Pahl Private Wealth
Oklahoma
$1.6M +$98K +1,451 +7%
CL
361
Choreo LLC
Illinois
$1.6M +$85K +1,258 +6%
WA
362
Wealth Alliance
New York
$1.6M -$30.4K -450 -2%
SSA
363
Schonfeld Strategic Advisors
New York
$1.58M +$236K +3,497 +18%
OAC
364
OMERS Administration Corp
Ontario, Canada
$1.56M +$266K +3,942 +20%
DWM
365
Dakota Wealth Management
Florida
$1.56M +$10.2K +151 +0.7%
BPA
366
Beacon Pointe Advisors
California
$1.56M -$186K -2,750 -11%
BCI
367
Brinker Capital Investments
Pennsylvania
$1.56M +$270K +4,001 +21%
OPS
368
Orion Portfolio Solutions
Nebraska
$1.56M +$270K +4,001 +21%
EI
369
Ethic Inc
New York
$1.55M +$551K +8,168 +55%
Capital Fund Management (CFM)
370
Capital Fund Management (CFM)
France
$1.54M +$1.54M +22,872 New
CBT
371
Central Bank & Trust
Kentucky
$1.54M -$188K -2,785 -11%
CA
372
Commerzbank Aktiengesellschaft
Germany
$1.54M -$302K -4,463 -16%
BGDI
373
BW Gestao de Investimentos
Brazil
$1.54M +$1.54M +22,748 New
HI
374
Harbour Investments
Wisconsin
$1.53M +$243K +3,595 +19%
GWM
375
Geneos Wealth Management
Colorado
$1.49M +$19.6K +290 +1%
13 14
15
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