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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
1
Bank of America
North Carolina
$1.4B
2
Newport Trust Company
2
Newport Trust Company
District of Columbia
$277M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$446M
4
ZP
4
Zimmer Partners
New York
$248M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$329M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$121M
2
Prudential Financial
2
Prudential Financial
New Jersey
$21.9M
3
MAM
3
Magellan Asset Management
Australia
$162M
4
Amundi
4
Amundi
France
$47.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$90.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTW
801
Boston Trust Walden
Massachusetts
$226K – – –
HR
802
Howe & Rusling
New York
$225K – – –
JWM
803
JPL Wealth Management
Colorado
$224K +$224K +3,323 New
KIA
804
Knollwood Investment Advisory
Maryland
$224K – – –
CWP
805
Cyndeo Wealth Partners
Florida
$222K +$13.9K +206 +7%
FHC
806
First Heartland Consultants
Missouri
$222K – – –
ST
807
Sabal Trust
Florida
$222K -$166K -2,462 -43%
APWM
808
Anchor Pointe Wealth Management
Missouri
$221K +$221K +3,276 New
MIM
809
Morningstar Investment Management
Illinois
$221K – – –
KIM
810
Kestra Investment Management
Texas
$221K +$221K +3,266 New
GAM
811
Gotham Asset Management
New York
$219K +$338 +5 +0.2%
UWM
812
USAdvisors Wealth Management
Minnesota
$218K -$8.28K -123 -4%
SHJ
813
Sharkey, Howes & Javer
Colorado
$217K +$217K +3,219 New
OAM
814
Occidental Asset Management
California
$217K +$217K +3,217 New
CAMV
815
Concord Asset Management (Virginia)
Virginia
$216K – – –
KCM
816
Kennedy Capital Management
Missouri
$216K +$608 +9 +0.3%
NFG
817
Nations Financial Group
Iowa
$215K -$251K -3,716 -54%
KP
818
Keel Point
Alabama
$215K -$31.1K -460 -13%
CFS
819
CRA Financial Services
New Jersey
$215K – – –
LFG
820
Leverty Financial Group
Wisconsin
$214K – – –
ACP
821
Aviance Capital Partners
Florida
$214K -$118K -1,750 -36%
KCIC
822
Kuhn & Co Investment Counsel
Illinois
$213K – – –
CFG
823
Citizens Financial Group
Rhode Island
$213K +$213K +3,151 New
CWM
824
Centric Wealth Management
Illinois
$213K – – –
HB
825
HTLF Bank
Colorado
$212K -$20.4K -302 -9%
31 32
33
34 35