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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 %
CWP
651
Concord Wealth Partners
Virginia
$361K – – –
FCFC
652
First Commonwealth Financial Corp
Pennsylvania
$356K -$11.5K -170 -3%
FFA
653
Farther Finance Advisors
California
$355K -$9.05K -134 -2%
AAS
654
Ameritas Advisory Services
Nebraska
$353K -$17.5K -259 -5%
CA
655
Claro Advisors
Massachusetts
$353K -$1.9M -28,141 -84%
Teacher Retirement System of Texas
656
Teacher Retirement System of Texas
Texas
$352K -$19.9M -295,597 -98%
PP
657
PrairieView Partners
Minnesota
$352K +$40.5K +600 +13%
MNBTD
658
Moody National Bank Trust Division
Texas
$351K -$20.3K -300 -5%
VFPW
659
Vantage Financial Partners (Wisconsin)
Wisconsin
$350K – – –
IF
660
Intrua Financial
Texas
$350K -$375K -5,561 -52%
FMII
661
Farmers & Merchants Investments Inc
Nebraska
$349K -$338 -5 -0.1%
PA
662
PFG Advisors
Arizona
$349K +$349K +5,172 New
RWP
663
RWA Wealth Partners
Massachusetts
$348K +$11.9K +176 +4%
NA
664
Nautilus Advisors
California
$347K +$347K +5,146 New
HIP
665
HUB Investment Partners
Texas
$346K -$74.7K -1,107 -18%
AIMC
666
Alley Investment Management Company
Illinois
$344K -$10.5K -155 -3%
SRA
667
Secured Retirement Advisors
Minnesota
$343K -$6.35K -94 -2%
FTUS
668
Flow Traders U.S.
New York
$343K +$343K +5,080 New
MCM
669
Manchester Capital Management
Vermont
$342K -$1.28K -19 -0.4%
FPAS
670
Focus Partners Advisor Solutions
Missouri
$340K -$2.09K -31 -0.6%
CRWM
671
Castle Rock Wealth Management
California
$338K – – –
WG
672
Welch Group
Alabama
$337K – – –
PMAM
673
Picton Mahoney Asset Management
Ontario, Canada
$337K +$104K +1,545 +45%
RWM
674
Ritholtz Wealth Management
New York
$337K -$41.7K -618 -11%
LAM
675
Lummis Asset Management
Texas
$334K – – –
25 26
27
28 29