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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 %
OIA
476
OneDigital Investment Advisors
Kansas
$822K -$133K -1,968 -14%
Brown Advisory
477
Brown Advisory
Maryland
$821K +$207K +3,063 +34%
AAP
478
Arax Advisory Partners
Colorado
$793K +$520K +7,701 +191%
AMG
479
Advisors Management Group
Wisconsin
$788K +$945 +14 +0.1%
IWM
480
IHT Wealth Management
Illinois
$776K -$479K -7,092 -38%
CWM
481
Chronos Wealth Management
Florida
$776K – – –
MC
482
Moors & Cabot
Massachusetts
$773K +$44.4K +658 +6%
EA
483
Emerald Advisors
Washington
$767K – – –
SOAMC
484
Spirit of America Management Corp
New York
$753K +$186K +2,750 +33%
HWMO
485
Heritage Wealth Management (Ohio)
Ohio
$748K -$5.33K -79 -0.7%
BB
486
Bell Bank
North Dakota
$748K – – –
TIM
487
Thompson Investment Management
Wisconsin
$743K -$33.8K -500 -4%
MFWP
488
Mosaic Family Wealth Partners
Missouri
$741K +$22.8K +337 +3%
FWM
489
Finer Wealth Management
Massachusetts
$739K – – –
CIA
490
Concurrent Investment Advisors
Florida
$735K +$64.8K +959 +10%
CCG
491
Cypress Capital Group
Florida
$725K -$414K -6,129 -36%
CAM
492
Cresset Asset Management
Illinois
$725K -$2.43M -36,012 -77%
CAMG
493
CWA Asset Management Group
Florida
$724K +$67.8K +1,004 +10%
FI
494
Fosun International
China
$719K – – –
BFS
495
Bard Financial Services
Connecticut
$717K – – –
CFGS
496
Concourse Financial Group Securities
Alabama
$714K +$275K +4,110 +63%
EF
497
Empowered Funds
Pennsylvania
$714K +$71.8K +1,064 +11%
CP
498
Cornerstone Planning
North Carolina
$712K +$712K +10,545 New
IB
499
Intrust Bank
Kansas
$696K +$19.3K +286 +3%
HI
500
Horizon Investments
North Carolina
$696K +$13.3K +198 +2%
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