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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 %
PCG
501
Prosperity Consulting Group
Maryland
$696K +$333K +4,929 +92%
TPI
502
Trust Point Inc
Wisconsin
$690K +$183K +2,713 +36%
CIBC Private Wealth Group
503
CIBC Private Wealth Group
Georgia
$682K -$236K -3,549 -26%
CAGAS
504
Capital Advisory Group Advisory Services
Minnesota
$680K +$147K +2,180 +28%
FFA
505
First Foundation Advisors
California
$676K -$57.4K -850 -8%
CPIG
506
Chicago Partners Investment Group
Illinois
$671K +$128K +1,927 +24%
CFA
507
Cahill Financial Advisors
Minnesota
$669K -$6.08K -90 -0.9%
CA
508
Cornerstone Advisors
North Carolina
$668K – – –
FGP
509
Freestone Grove Partners
California
$666K +$666K +9,857 New
Capstone Investment Advisors
510
Capstone Investment Advisors
New York
$664K +$36.3K +537 +6%
ATC
511
Argent Trust Co
Tennessee
$660K – – –
FAIM
512
Financial Advocates Investment Management
Washington
$658K -$33.8K -500 -5%
ECM
513
Everence Capital Management
Indiana
$657K -$675 -10 -0.1%
IAA
514
Independent Advisor Alliance
North Carolina
$654K -$20.5K -304 -3%
FDCDDQ
515
Federation des caisses Desjardins du Quebec
Quebec, Canada
$645K +$150K +2,215 +30%
FHB
516
First Hawaiian Bank
Hawaii
$640K -$43.1K -638 -6%
KPWS
517
Kestra Private Wealth Services
Texas
$632K +$70.2K +1,040 +12%
CUAMC
518
China Universal Asset Management Company
China
$631K +$154K +2,274 +32%
EWA
519
EverSource Wealth Advisors
Alabama
$624K +$10.8K +160 +2%
SFC
520
SYM Financial Corp
Indiana
$623K +$43.3K +642 +7%
FNBT
521
FineMark National Bank & Trust
Florida
$620K +$5.4K +80 +0.9%
VT
522
Vise Technologies
New York
$619K +$252K +3,729 +69%
Aviva
523
Aviva
United Kingdom
$618K – – –
VWM
524
Venturi Wealth Management
Texas
$612K +$109K +1,611 +22%
MPPLM
525
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$602K -$675 -10 -0.1%
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