XEL icon

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 %
SAM
551
Smartleaf Asset Management
Massachusetts
$533K +$42.8K +633 +9%
BNP Paribas Asset Management
552
BNP Paribas Asset Management
France
$531K -$213K -3,155 -29%
LFA
553
Laraway Financial Advisors
Minnesota
$528K +$675 +10 +0.1%
BFS
554
Bradley Foster & Sargent
Connecticut
$528K – – –
ACM
555
AlphaStar Capital Management
North Carolina
$520K +$151K +2,243 +41%
FC
556
Farringdon Capital
United Kingdom
$519K +$519K +7,685 New
SWA
557
SFMG Wealth Advisors
Texas
$518K – – –
LWAM
558
Legacy Wealth Asset Management
Minnesota
$516K -$473 -7 -0.1%
BPC
559
Bryce Point Capital
New York
$510K +$510K +7,552 New
FFP
560
Freedom Financial Partners
Minnesota
$510K +$510K +7,548 New
SI
561
Stephens Inc
Arkansas
$509K -$16.8K -249 -3%
MAS
562
Meeder Advisory Services
Ohio
$507K +$31.4K +465 +7%
IPAM
563
ICICI Prudential Asset Management
India
$505K +$13.6K +201 +3%
PCM
564
Parsons Capital Management
Rhode Island
$503K – – –
LWA
565
Lifelong Wealth Advisors
Minnesota
$501K +$501K +7,421 New
HWM
566
HighMark Wealth Management
Minnesota
$501K -$379K -5,609 -43%
KIA
567
KCM Investment Advisors
California
$500K – – –
BOH
568
Bank of Hawaii
Hawaii
$500K – – –
FA
569
Fiduciary Alliance
South Carolina
$499K +$2.03K +30 +0.4%
SIM
570
Stratos Investment Management
Ohio
$497K -$63.6K -942 -11%
KRSITF
571
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$492K +$31.2K +1,117 +7%
RA
572
RFG Advisory
Alabama
$490K +$122K +1,804 +33%
S
573
SignatureFD
Georgia
$489K -$5.13K -76 -1%
GT
574
Glenview Trust
Kentucky
$484K +$181K +2,683 +60%
CFG
575
Copley Financial Group
California
$483K -$66.6K -986 -12%
21 22
23
24 25