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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 %
PCM
901
Penserra Capital Management
California
$101K +$97.8K +1,454 +3,029%
TCOV
902
Trust Company of Vermont
Vermont
$99.7K +$26.7K +395 +37%
HDIM
903
Hanson & Doremus Investment Management
Vermont
$99K – – –
NRWA
904
North Ridge Wealth Advisors
Oregon
$91.6K +$91.6K +1,356 New
BBHC
905
Brown Brothers Harriman & Co
New York
$91.5K +$2.09K +31 +2%
BCWM
906
Bartlett & Co Wealth Management
Ohio
$90.5K – – –
CAL
907
Capital Advisors Ltd
Ohio
$89K +$9.96K +148 +13%
BFS
908
Burkett Financial Services
South Carolina
$88.4K +$15.5K +229 +21%
IWP
909
IAG Wealth Partners
Wisconsin
$86.2K – – –
FWA
910
Flagship Wealth Advisors
Massachusetts
$85.5K +$85.5K +1,267 New
LDB
911
Lee, Danner & Bass
Tennessee
$84.9K +$84.9K +1,258 New
FMTCOCP
912
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$83K – – –
RFS
913
Richardson Financial Services
Massachusetts
$81.8K +$56.4K +835 +223%
DWA
914
Delos Wealth Advisors
Texas
$81K – – –
DP
915
Denver PWM
Colorado
$80.8K +$675 +10 +0.8%
WAS
916
Winch Advisory Services
Wisconsin
$80.6K +$675 +10 +0.8%
NB
917
NBT Bank
New York
$80.2K – – –
IA
918
IFS Advisors
Kansas
$78.1K +$13.5K +200 +21%
SS
919
SBI Securities
Japan
$76.4K +$76.4K +1,131 New
VFM
920
Vision Financial Markets
Connecticut
$74.9K +$74.9K +1,110 New
OAM
921
Ostrum Asset Management
France
$74.3K -$3.17K -47 -4%
FDCP
922
Foster Dykema Cabot & Partners
Massachusetts
$72.2K – – –
PFBT
923
Parkside Financial Bank & Trust
Missouri
$71.4K +$2.7K +40 +4%
HWA
924
Heritage Wealth Advisors
Virginia
$70.2K +$43.2K +640 +160%
NSIM
925
North Star Investment Management
Illinois
$70.1K -$3.51K -52 -5%
35 36
37
38 39