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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 %
CTC
526
Central Trust Company
Missouri
$600K -$128K -1,903 -18%
AG
527
AmeriFlex Group
Nevada
$599K +$599K +8,914 New
BRWA
528
B. Riley Wealth Advisors
Florida
$597K -$35.1K -520 -6%
CG
529
Caprock Group
Idaho
$594K +$95.2K +1,410 +19%
KWM
530
Kingsview Wealth Management
Oregon
$587K -$40.2K -595 -6%
OPA
531
Old Port Advisors
Maine
$581K -$15.2K -225 -3%
SCA
532
Stonebridge Capital Advisors
Minnesota
$576K +$5.94K +88 +1%
CIG
533
Cascade Investment Group
Colorado
$573K – – –
MSA
534
MUFG Securities Americas
New York
$572K +$572K +8,478 New
SM
535
STF Management
Texas
$571K +$38.9K +576 +7%
MGWM
536
Marks Group Wealth Management
Minnesota
$570K – – –
NIM
537
Nicollet Investment Management
Minnesota
$568K +$273K +4,051 +93%
OC
538
Oarsman Capital
Wisconsin
$559K – – –
MWM
539
Modern Wealth Management
Kansas
$557K +$26.9K +398 +5%
TCM
540
Teza Capital Management
Illinois
$557K -$1.05M -15,555 -65%
EFM
541
E Fund Management
China
$553K +$146K +2,161 +36%
ANB
542
Amarillo National Bank
Texas
$550K – – –
AWA
543
Arkadios Wealth Advisors
Georgia
$547K -$94.4K -1,398 -15%
CK
544
Cohen Klingenstein
New York
$547K – – –
WA
545
Waverly Advisors
Alabama
$547K +$249K +3,691 +84%
EWA
546
EP Wealth Advisors
California
$542K -$50K -740 -8%
FNBTCON
547
First National Bank & Trust Co of Newtown
Pennsylvania
$541K – – –
Robeco Institutional Asset Management
548
Robeco Institutional Asset Management
Netherlands
$539K -$2.23M -33,024 -81%
USCWA
549
U.S. Capital Wealth Advisors
Texas
$538K +$35.2K +522 +7%
BP
550
Ballentine Partners
Massachusetts
$536K +$23.8K +352 +5%
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