XEL icon

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 %
UB
826
UMB Bank
Missouri
$212K +$2.57K +38 +1%
S
827
SharpePoint
Arizona
$211K +$211K +3,124 New
CFGSD
828
Compass Financial Group (South Dakota)
South Dakota
$208K – – –
PWP
829
Phillips Wealth Planners
Mississippi
$207K -$1.9K -30 -0.9%
AW
830
Alteri Wealth
California
$207K +$207K +3,068 New
CIAS
831
CFS Investment Advisory Services
New Jersey
$207K +$207K +3,060 New
LI
832
LRI Investments
Florida
$205K – – –
DJSG
833
D.J. St. Germain
Massachusetts
$204K +$59K +874 +41%
FRA
834
Frank Rimerman Advisors
California
$204K +$204K +3,016 New
APP
835
Avantax Planning Partners
Iowa
$203K +$203K +3,011 New
MAM
836
Meeder Asset Management
Ohio
$203K -$1.8M -26,597 -90%
PIA
837
Panoramic Investment Advisors
Colorado
$201K +$201K +2,971 New
GIA
838
GHP Investment Advisors
Colorado
$197K -$39.1K -579 -17%
CWM
839
Cranbrook Wealth Management
Michigan
$196K – – –
SIS
840
Sound Income Strategies
Florida
$195K +$8.98K +133 +5%
TC
841
Trust Company
Kansas
$195K – – –
CT
842
Colonial Trust
South Carolina
$194K +$23.8K +353 +14%
O
843
Ossiam
France
$192K -$44K -651 -19%
CSP
844
Cary Street Partners
Virginia
$183K +$183K +2,707 New
HNW
845
High Note Wealth
Minnesota
$182K +$182K +2,694 New
CTWM
846
Cherry Tree Wealth Management
Minnesota
$182K +$608 +9 +0.3%
MHR
847
Matthew Hamilton Rosenberg
$181K -$95.1K -1,409 -34%
GM
848
GeoWealth Management
Illinois
$175K -$52.5K -778 -23%
AA
849
Ancora Advisors
Ohio
$175K -$39.2K -580 -18%
HNB
850
Hilltop National Bank
Wyoming
$171K – – –
32 33
34
35 36