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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 %
CCM
876
Chilton Capital Management
Texas
$135K – – –
TWD
877
True Wealth Design
Ohio
$134K +$945 +14 +0.7%
QCG
878
Quadrant Capital Group
Ohio
$133K +$3.71K +55 +3%
BIG
879
Brooklyn Investment Group
New York
$130K +$12K +178 +10%
GSWM
880
Golden State Wealth Management
California
$126K +$126K +1,871 New
CH
881
Cromwell Holdings
Wyoming
$123K – – –
MPWT
882
MassMutual Private Wealth & Trust
Connecticut
$123K +$18.2K +270 +17%
EBA
883
Eagle Bay Advisors
New York
$122K +$3.65K +54 +3%
FCT
884
First Community Trust
Iowa
$122K – – –
Optiver Holding
885
Optiver Holding
Netherlands
$120K +$98.7K +1,462 +461%
MEG
886
Millstone Evans Group
Colorado
$120K +$120K +1,779 New
AFM
887
Aspetuck Financial Management
Connecticut
$119K +$119K +1,760 New
C
888
Covestor
United Kingdom
$116K -$74.1K -1,100 -39%
SC
889
Steph & Co
Wisconsin
$116K – – –
LWCFA
890
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$116K – – –
CTB
891
Country Trust Bank
Illinois
$113K +$94.6K +1,401 +508%
PA
892
PSI Advisors
Florida
$110K – – –
BONH
893
Bank of New Hampshire
New Hampshire
$110K – – –
SOW
894
State of Wyoming
Wyoming
$109K -$207K -3,064 -65%
TF
895
Tandem Financial
Colorado
$109K +$109K +1,609 New
AS
896
Altshuler Shaham
Israel
$105K +$105K +1,551 New
CTA
897
Colonial Trust Advisors
South Carolina
$104K -$13.5K -200 -11%
RAM
898
Riggs Asset Management
Pennsylvania
$103K -$3.38K -50 -3%
FRA
899
Front Row Advisors
California
$102K – – –
PB
900
Pinnacle Bancorp
Nebraska
$101K – – –
34 35
36
37 38