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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
$1.4B
2
Newport Trust Company
Newport Trust Company
District of Columbia
$277M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$446M
4
ZP
Zimmer Partners
New York
$248M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
$329M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$121M
2
Prudential Financial
Prudential Financial
New Jersey
$21.9M
3
MAM
Magellan Asset Management
Australia
$162M
4
Amundi
Amundi
France
$47.8M
5
Deutsche Bank
Deutsche Bank
Germany
$90.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFU
701
iSAM Funds (UK)
United Kingdom
$300K +$300K +4,437 New
CJH
702
Christopher J. Hasenberg
Wisconsin
$298K -$49.2K -728 -14%
SC
703
SouthState Corp
Florida
$296K +$14.8K +219 +5%
FWM
704
FFT Wealth Management
Pennsylvania
$296K -$2.5K -37 -0.8%
CAM
705
Cidel Asset Management
Ontario, Canada
$295K +$14.1K +209 +5%
DFCM
706
Dark Forest Capital Management
Puerto Rico
$293K -$98.4K -1,457 -25%
ECM
707
Evergreen Capital Management
Washington
$291K +$743 +11 +0.3%
TWA
708
TCI Wealth Advisors
Arizona
$291K +$7.83K +116 +3%
BBNA
709
Bremer Bank National Association
Minnesota
$291K -$116K -1,712 -28%
JIC
710
Johnson Investment Counsel
Ohio
$290K +$47.7K +706 +20%
FBFS
711
First Business Financial Services
Wisconsin
$289K +$67.5K +1,000 +31%
CIA
712
Capital Investment Advisors
Georgia
$287K -$46.8K -693 -14%
HIS
713
Horizon Investment Services
Indiana
$286K +$13K +192 +5%
CI
714
Conning Inc
Connecticut
$285K +$21.8K +323 +8%
RWA
715
Redhawk Wealth Advisors
Minnesota
$285K +$473 +7 +0.2%
LSAG
716
Lake Street Advisors Group
New Hampshire
$284K +$33.2K +492 +13%
FAN
717
Financial Advisors Network
California
$284K +$284K +4,199 New
BPW
718
Bingham Private Wealth
California
$282K +$282K +4,182 New
WANY
719
Wealthspire Advisors (New York)
New York
$280K +$280K +4,152 New
WB
720
WesBanco Bank
West Virginia
$280K +$36.1K +534 +15%
MC
721
Machina Capital
France
$279K -$1.38M -20,396 -83%
AFG
722
Atomi Financial Group
New York
$278K +$278K +4,122 New
CAM
723
Centre Asset Management
New York
$277K +$19.2K +284 +7%
TCM
724
Triumph Capital Management
Colorado
$276K -$70.2K -1,040 -20%
RSVP
725
Ramsay Stattman Vela & Price
Colorado
$275K – – –
27 28
29
30 31