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 %
GVAG
426
Great Valley Advisor Group
Delaware
$1.11M -$241K -3,564 -18%
CCM
427
Coldstream Capital Management
Washington
$1.1M +$134K +1,987 +14%
NSEDCP
428
NJ State Employees Deferred Compensation Plan
New Jersey
$1.1M – – –
DWM
429
Dechtman Wealth Management
Colorado
$1.09M +$9.32K +138 +0.9%
VWM
430
Vermillion Wealth Management
Minnesota
$1.09M +$1.09M +16,090 New
Bessemer Group
431
Bessemer Group
New Jersey
$1.08M +$30.9K +458 +3%
JFGIW
432
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.06M +$1.06M +15,762 New
SVWAG
433
Sound View Wealth Advisors Group
Georgia
$1.05M +$793K +11,745 +303%
MFS
434
Mattson Financial Services
Michigan
$1.05M -$341K -5,224 -25%
EC
435
Enhancing Capital
Pennsylvania
$1.05M +$1.05M +15,500 New
MS
436
Maven Securities
Jersey
$1.05M +$1.05M +15,489 New
SCA
437
Snowden Capital Advisors
New York
$1.04M -$25.5K -378 -2%
BDFN
438
Bond & Devick Financial Network
Minnesota
$1.04M – – –
TMAM
439
Tokio Marine Asset Management
Japan
$1.04M +$40.5K +600 +4%
GWWM
440
Great Waters Wealth Management
Minnesota
$1.04M -$66.2K -981 -6%
CFB
441
Cullen/Frost Bankers
Texas
$1.03M +$639K +9,465 +164%
HWM
442
HB Wealth Management
Georgia
$1.02M +$352K +5,213 +53%
WWM
443
Western Wealth Management
Colorado
$1.01M -$29.8K -442 -3%
Jones Financial Companies
444
Jones Financial Companies
Missouri
$1M +$264K +3,905 +36%
A
445
AlphaQuest
New York
$999K +$998K +14,787 +164,300%
VA
446
Vident Advisory
Georgia
$991K +$68.7K +1,018 +7%
GT
447
Greenleaf Trust
Michigan
$981K +$47.6K +705 +5%
MWM
448
Mission Wealth Management
California
$981K +$61.9K +917 +7%
WA
449
WealthTrust Axiom
Pennsylvania
$979K – – –
FMWA
450
Forvis Mazars Wealth Advisors
Missouri
$975K -$7.29K -108 -0.7%
16 17
18
19 20