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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 %
CSB
851
City State Bank
Iowa
$171K +$51.3K +760 +43%
M
852
MOTCO
Texas
$170K -$4.73K -70 -3%
FCMT
853
Founders Capital Management (Texas)
Texas
$169K – – –
LC
854
Lindbrook Capital
California
$166K +$23K +341 +16%
ST
855
Smithfield Trust
Pennsylvania
$163K – – –
JGIA
856
Jackson Grant Investment Advisers
Connecticut
$160K – – –
RTC
857
Riverview Trust Company
Washington
$159K – – –
WA
858
Whipplewood Advisors
Colorado
$158K +$158K +2,346 New
MCM
859
MAI Capital Management
Ohio
$158K +$158K +2,339 New
SS
860
Sunbelt Securities
Texas
$156K -$11.2K -165 -7%
CIAM
861
Caitong International Asset Management
Hong Kong
$156K +$156K +2,308 New
MAM
862
Marquette Asset Management
Minnesota
$155K – – –
FCAS
863
First Command Advisory Services
Texas
$154K +$154K +2,281 New
WT
864
Washington Trust
Rhode Island
$153K -$338 -5 -0.2%
Kayne Anderson Rudnick Investment Management
865
Kayne Anderson Rudnick Investment Management
California
$153K – – –
SIM
866
Sentry Investment Management
Wisconsin
$152K -$24.8K -366 -14%
CCA
867
Catalyst Capital Advisors
New York
$152K +$95.3K +1,412 +169%
VC
868
Vestor Capital
Illinois
$151K +$744 +11 +0.5%
WT
869
Whittier Trust
California
$151K – – –
GWSG
870
GPS Wealth Strategies Group
Colorado
$147K -$37.5K -555 -20%
HCP
871
Hexagon Capital Partners
Arkansas
$143K +$40.4K +599 +39%
CCMI
872
Creative Capital Management Investments
California
$141K – – –
FP
873
Financial Perspectives
Minnesota
$138K – – –
HPC
874
HM Payson & Co
Maine
$138K +$17.3K +256 +14%
WWM
875
Wolff Wiese Magana
California
$137K +$270 +4 +0.2%
33 34
35
36 37