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Xcel Energy
XEL

Overview Fund Activity

1,100 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, 303 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
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
303
Closed
67
Calls
$161M
Puts
$26.5M
Net Calls
+$134M
Net Calls Change
+$72.8M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.4B
2
Newport Trust Company
2
Newport Trust Company
District of Columbia
$277M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$446M
4
ZP
4
Zimmer Partners
New York
$248M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$329M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$121M
2
Prudential Financial
2
Prudential Financial
New Jersey
$21.9M
3
MAM
3
Magellan Asset Management
Australia
$162M
4
Amundi
4
Amundi
France
$47.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$90.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
26
Mitsubishi UFJ Trust & Banking
Japan
$237M -$16.1M -237,927 -6%
Capital Research Global Investors
27
Capital Research Global Investors
California
$229M +$342K +5,068 +0.1%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$222M -$15.4M -227,550 -6%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$218M +$20M +296,467 +10%
American Century Companies
30
American Century Companies
Missouri
$213M -$41.5M -614,936 -16%
BC
31
Brookfield Corp
Ontario, Canada
$189M +$19.8M +293,436 +12%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$177M -$10.1M -149,790 -5%
UBS AM
33
UBS AM
Illinois
$170M +$18.2M +270,196 +12%
Federated Hermes
34
Federated Hermes
Pennsylvania
$167M -$8.24M -122,024 -5%
Principal Financial Group
35
Principal Financial Group
Iowa
$167M -$2.48M -36,670 -1%
MAM
36
Magellan Asset Management
Australia
$162M -$91.4M -1,353,285 -36%
Barclays
37
Barclays
United Kingdom
$157M +$72.2M +1,069,214 +85%
Ameriprise
38
Ameriprise
Minnesota
$155M -$88.9K -1,316 -0.1%
AQR Capital Management
39
AQR Capital Management
Connecticut
$154M -$60.4M -894,935 -28%
UBS Group
40
UBS Group
Switzerland
$149M -$1.05M -15,569 -0.7%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$141M -$6.68M -98,866 -5%
DPIM
42
Duff & Phelps Investment Management
Illinois
$133M – – –
Russell Investments Group
43
Russell Investments Group
United Kingdom
$132M -$6.25M -92,572 -5%
First Trust Advisors
44
First Trust Advisors
Illinois
$132M -$12.5M -185,204 -9%
Millennium Management
45
Millennium Management
New York
$130M +$60M +888,005 +85%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$129M +$5.45M +80,744 +4%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$124M +$80.5M +1,192,049 +187%
Wells Fargo
48
Wells Fargo
California
$121M -$294M -4,350,967 -71%
Jennison Associates
49
Jennison Associates
New York
$113M -$1.03M -15,227 -0.9%
ECM
50
ExodusPoint Capital Management
New York
$112M +$12.6M +186,347 +13%
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