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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 %
CCA
626
Checchi Capital Advisers
California
$395K +$16.5K +245 +4%
PWM
627
Perigon Wealth Management
California
$393K +$15.3K +231 +4%
PA
628
PharVision Advisers
Florida
$393K +$393K +5,820 New
FHA
629
First Horizon Advisors
Tennessee
$393K -$7.9K -117 -2%
HBT
630
Hills Bank & Trust
Iowa
$391K – – –
SW
631
SVB Wealth
Massachusetts
$389K +$389K +5,755 New
CI
632
Cigna Investments
Connecticut
$388K – – –
LFA
633
Legacy Financial Advisors
Kentucky
$384K +$27.9K +413 +8%
IA
634
IFP Advisors
Florida
$381K +$2.9K +43 +0.8%
VSQM
635
V-Square Quantitative Management
Illinois
$381K -$45K -666 -11%
ISL
636
Ingalls & Snyder LLC
New York
$381K – – –
KMWM
637
Keudell/Morrison Wealth Management
Oregon
$381K -$5.27K -78 -1%
LF
638
Lantz Financial
Illinois
$381K -$42.6K -631 -10%
FFP
639
FourThought Financial Partners
Florida
$378K +$378K +5,594 New
SHFA
640
SC&H Financial Advisors
Maryland
$378K -$64.2K -951 -15%
LWM
641
Lakeridge Wealth Management
Ohio
$375K +$1.28K +19 +0.3%
RFN
642
RDA Financial Network
Iowa
$375K -$30.3K -449 -7%
SF
643
Summit Financial
New Jersey
$375K -$1.82K -27 -0.5%
ONB
644
Old National Bancorp
Indiana
$367K -$4.05K -60 -1%
JHP
645
James Hambro & Partners
United Kingdom
$365K – – –
CAM
646
Carret Asset Management
New York
$364K -$13.2K -195 -3%
BHWM
647
Bar Harbor Wealth Management
New Hampshire
$364K – – –
Wolverine Trading
648
Wolverine Trading
Illinois
$364K -$621K -9,193 -63%
SAF
649
Smith Anglin Financial
Texas
$363K +$68 +1 +0%
HH
650
Hilltop Holdings
Texas
$363K +$125K +1,845 +52%
24 25
26
27 28