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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 %
ATPW
451
Ashton Thomas Private Wealth
Arizona
$971K +$91.6K +1,356 +10%
TA
452
Tectonic Advisors
Texas
$962K +$505K +7,472 +110%
DWT
453
Dorsey & Whitney Trust
South Dakota
$961K +$9.18K +136 +1%
CG
454
Corundum Group
Colorado
$958K +$564K +8,358 +143%
CPC
455
Cookson Peirce & Co
Pennsylvania
$957K +$957K +14,169 New
TCM
456
Tradewinds Capital Management
Washington
$944K – – –
AF
457
Advisornet Financial
Minnesota
$935K -$591K -8,753 -39%
PCM
458
Prelude Capital Management
New York
$931K +$931K +13,795 New
CFO
459
Callan Family Office
Pennsylvania
$930K +$930K +13,769 New
TIAA Trust, National Association
460
TIAA Trust, National Association
North Carolina
$928K +$5.4K +80 +0.6%
PFS
461
Prospera Financial Services
Texas
$928K +$51.6K +764 +6%
ETC
462
Exchange Traded Concepts
Oklahoma
$906K +$24.7K +366 +3%
KA
463
KLCM Advisors
Wisconsin
$891K – – –
AWS
464
Aspen Wealth Strategies
Colorado
$890K -$9.59K -142 -1%
JF
465
Jump Financial
Illinois
$885K -$233K -3,448 -21%
SPC
466
Sigma Planning Corp
Michigan
$884K -$21.5K -318 -2%
USAA
467
United Services Automobile Association
Texas
$880K -$107K -1,580 -11%
AG
468
Ascent Group
Virginia
$869K +$535K +7,925 +160%
B
469
Bailard
California
$867K +$25K +370 +3%
LA
470
LVW Advisors
New York
$844K +$528K +7,822 +167%
PAM
471
Paradigm Asset Management
New York
$837K +$837K +12,400 New
ASN
472
Advisory Services Network
Georgia
$832K +$31.9K +472 +4%
DP
473
Dearborn Partners
Illinois
$830K +$1.55K +23 +0.2%
SPA
474
Sherbrooke Park Advisers
New York
$825K +$488K +7,228 +145%
BBVA
475
Banco Bilbao Vizcaya Argentaria
Spain
$823K -$450K -6,666 -35%
17 18
19
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