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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 %
ILI
676
Invesco LLC (Illinois)
Illinois
$334K +$58.8K +871 +21%
PA
677
Parallel Advisors
California
$333K +$89K +1,318 +37%
SRL
678
Scientech Research LLC
New Jersey
$331K +$331K +4,906 New
SWP
679
Significant Wealth Partners
Illinois
$330K +$330K +4,881 New
CCM
680
Carlson Capital Management
Minnesota
$327K +$66.6K +986 +26%
ANTB
681
AMG National Trust Bank
Colorado
$324K -$13.6K -201 -4%
PTC
682
Private Trust Company
Ohio
$323K +$15.7K +233 +5%
PCIA
683
Prime Capital Investment Advisors
Kansas
$323K +$17.8K +263 +6%
WIM
684
Warwick Investment Management
Texas
$323K +$323K +4,785 New
MYIA
685
Mount Yale Investment Advisors
Colorado
$316K +$48K +711 +18%
PAM
686
Panagora Asset Management
Massachusetts
$315K -$2.47M -36,561 -89%
NWAG
687
Net Worth Advisory Group
Utah
$315K +$3.98K +59 +1%
FGC
688
Financial Gravity Companies
Texas
$314K +$314K +4,652 New
CPA
689
Capital Performance Advisors
California
$314K +$82.1K +1,216 +35%
WI
690
WrapManager Inc
California
$309K -$23.3K -345 -7%
CA
691
Clearstead Advisors
Ohio
$307K -$12K -178 -4%
CRC
692
Curi RMB Capital
Illinois
$307K -$45.6K -676 -13%
SWP
693
Sagespring Wealth Partners
Tennessee
$306K +$306K +4,533 New
AA
694
Advisory Alpha
Michigan
$306K -$280K -4,139 -48%
FRM
695
Fox Run Management
Connecticut
$306K +$306K +4,528 New
PAG
696
Poinciana Advisors Group
Florida
$305K +$305K +4,524 New
WIA
697
World Investment Advisors
California
$304K +$304K +4,496 New
PWP
698
Principle Wealth Partners
Connecticut
$303K +$9.45K +140 +3%
TWM
699
Trueblood Wealth Management
Ohio
$301K -$2.7K -40 -0.9%
GFM
700
GEN Financial Management
Minnesota
$301K +$301K +4,457 New
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