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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 %
LNWWM
576
Laird Norton Wetherby Wealth Management
California
$483K +$21.8K +323 +5%
ZIM
577
Zacks Investment Management
Illinois
$478K +$47.4K +702 +11%
WPC
578
Wedmont Private Capital
Pennsylvania
$470K +$124K +1,953 +36%
NAS
579
Nicolet Advisory Services
Wisconsin
$470K +$14.7K +232 +3%
CPCPP
580
Canada Post Corporation Pension Plan
Canada
$469K +$469K +6,952 New
ACP
581
Aveo Capital Partners
Colorado
$469K +$32.1K +476 +7%
BFA
582
Brown Financial Advisors
Ohio
$467K -$78.1K -1,157 -14%
SWM
583
Spire Wealth Management
Virginia
$464K +$12.5K +185 +3%
GIA
584
Gateway Investment Advisers
Ohio
$463K -$16.3K -242 -3%
SF
585
Synovus Financial
Georgia
$462K +$70.4K +1,043 +18%
TPA
586
Trivium Point Advisory
Connecticut
$460K +$142K +2,100 +45%
RBC
587
Romano Brothers & Co
Illinois
$457K -$6.75K -100 -1%
FIM
588
Freedom Investment Management
Connecticut
$455K +$2.16K +32 +0.5%
SFG
589
SNS Financial Group
Minnesota
$454K +$203 +3 +0%
LFAS
590
Level Four Advisory Services
Texas
$452K -$1.76K -26 -0.4%
CW
591
CreativeOne Wealth
Kansas
$449K +$449K +6,645 New
HIIFS
592
Harel Insurance Investments & Financial Services
Israel
$445K +$445K +6,594 New
BTI
593
Blue Trust Inc
Georgia
$441K -$19.6K -291 -4%
SSWM
594
Sheets Smith Wealth Management
North Carolina
$440K -$10.1K -150 -2%
IAIM
595
International Assets Investment Management
Florida
$439K -$33.4M -499,915 -99%
CT
596
Coastline Trust
Rhode Island
$436K -$156K -2,305 -26%
SWP
597
Stratos Wealth Partners
Ohio
$435K +$54.1K +801 +14%
CAG
598
Csenge Advisory Group
Florida
$431K +$36.4K +539 +9%
1C
599
111 Capital
France
$430K +$430K +6,373 New
GS
600
GTS Securities
New York
$429K +$147K +2,181 +52%
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