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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 %
EFS
776
Essex Financial Services
Connecticut
$240K +$3.85K +57 +2%
BJL
777
Brighton Jones LLC
Washington
$240K +$240K +3,549 New
AC
778
Avestar Capital
New York
$238K +$23.2K +343 +11%
FFG
779
Fortress Financial Group
Minnesota
$237K +$237K +3,516 New
CBT
780
CoreFirst Bank & Trust
Kansas
$237K -$3.04K -45 -1%
S
781
Sunpointe
Missouri
$236K -$17.1K -253 -7%
AWE
782
Avidian Wealth Enterprises
Texas
$236K +$27.1K +402 +13%
FA
783
FDx Advisors
Illinois
$234K -$19.8K -293 -8%
PL
784
Perpetual Ltd
Australia
$234K +$675 +10 +0.3%
GPW
785
Genesis Private Wealth
Virginia
$232K +$232K +3,433 New
LS
786
Livforsakringsbolaget Skandia
Sweden
$232K – – –
LCM
787
LCM Capital Management
Illinois
$231K – – –
WA
788
WESPAC Advisors
California
$231K -$6.35K -94 -3%
ACGA
789
Atlanta Consulting Group Advisors
Georgia
$230K -$931K -13,795 -80%
AWM
790
Avior Wealth Management
Nebraska
$230K -$63.5K -940 -22%
MG
791
Mather Group
Illinois
$230K +$31.5K +466 +16%
OSNBOA
792
Old Second National Bank of Aurora
Illinois
$230K -$13.1K -194 -5%
FNBSF
793
First National Bank Sioux Falls
South Dakota
$230K – – –
PFSC
794
Peoples Financial Services Corp
Pennsylvania
$230K – – –
FCP
795
Fidelis Capital Partners
Florida
$229K +$6.1K +90 +3%
AWM
796
Ariadne Wealth Management
California
$229K -$113K -1,683 -33%
VAS
797
Vestmark Advisory Solutions
Massachusetts
$229K +$229K +3,392 New
WCM
798
Windsor Capital Management
Arizona
$228K +$1.49K +22 +0.7%
CTA
799
Chesley Taft & Associates
Illinois
$228K -$32.5K -481 -12%
MAM
800
Mystic Asset Management
Rhode Island
$226K +$226K +3,352 New
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