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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
14.66%
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 %
SLI
601
Sumitomo Life Insurance
Japan
$428K -$17.1K -253 -4%
NG
602
Norden Group
Utah
$427K +$59.4K +879 +16%
IWM
603
Integris Wealth Management
California
$427K +$10.8K +160 +3%
EB
604
Eastern Bank
Massachusetts
$423K +$112K +1,666 +36%
AWA
605
Aaron Wealth Advisors
Illinois
$423K +$24.8K +368 +6%
SIAG
606
Safeguard Investment Advisory Group
California
$422K – – –
PCMH
607
Polymer Capital Management (HK)
Hong Kong
$422K +$422K +6,243 New
HT
608
Heritage Trust
Oklahoma
$418K +$418K +6,197 New
PPC
609
Park Place Capital
Alabama
$418K -$28.3K -419 -6%
AF
610
Affiance Financial
Minnesota
$416K -$23.8K -353 -5%
TA
611
Townsend & Associates
Colorado
$416K – – –
AFS
612
Access Financial Services
Minnesota
$416K -$22.2K -329 -5%
LIM
613
Longfellow Investment Management
Massachusetts
$414K -$26.5K -392 -6%
SQA
614
Simon Quick Advisors
New Jersey
$412K +$56.2K +832 +16%
BCM
615
Brookstone Capital Management
Illinois
$410K +$23.2K +343 +6%
GIM
616
Goelzer Investment Management
Indiana
$408K – – –
AIA
617
Angeles Investment Advisors
California
$406K – – –
CI
618
CX Institutional
Indiana
$405K +$146K +2,158 +56%
SYBT
619
Stock Yards Bank & Trust
Kentucky
$404K – – –
PCS
620
Personal CFO Solutions
New Jersey
$401K +$11K +163 +3%
CL
621
CSS LLC
Illinois
$400K +$400K +5,920 New
HSA
622
HBK Sorce Advisory
Pennsylvania
$399K +$90.7K +1,344 +29%
CMAI
623
Capital Management Associates Inc
Minnesota
$398K +$3.71K +55 +0.9%
SSB
624
Sandy Spring Bank
Maryland
$398K +$3.38K +50 +0.9%
EA
625
Everpar Advisors
Oklahoma
$397K +$19.4K +287 +5%
23 24
25
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