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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 %
WTA
926
Washington Trust Advisors
Massachusetts
$69.5K – – –
FFO
927
Fortitude Family Office
Arizona
$68.5K – – –
HIMS
928
Hager Investment Management Services
New Hampshire
$67.5K +$67.5K +1,000 New
QC
929
Quent Capital
New York
$65.6K +$608 +9 +0.9%
CB
930
Centennial Bank
Arkansas
$63.9K – – –
DMBA
931
Deseret Mutual Benefit Administrators
Utah
$63.2K – – –
BLC
932
Brown, Lisle/Cummings
Rhode Island
$60.9K – – –
CA
933
CoreCap Advisors
Michigan
$60.6K +$3.51K +52 +6%
SIC
934
Salem Investment Counselors
North Carolina
$59.9K – – –
VCM
935
Versant Capital Management
Arizona
$58.7K -$2.97K -44 -5%
HC
936
Hoese & Co
Minnesota
$56.4K -$497K -7,361 -90%
CFD
937
Creative Financial Designs
Indiana
$55.8K +$10.5K +156 +23%
EPW
938
Endeavor Private Wealth
Kansas
$54.4K +$54.4K +805 New
AT
939
Avalon Trust
New Mexico
$54K – – –
OC
940
Oakworth Capital
Alabama
$52.9K +$50.2K +744 +1,860%
IUHSA
941
Itau Unibanco Holding S.A.
Brazil
$51.9K +$51.9K +769 New
PBK
942
Peoples Bank (Kansas)
Kansas
$51.7K – – –
RIL
943
Rothschild Investment LLC
Illinois
$49.4K +$10.2K +151 +26%
SFCL
944
Strengthening Families & Communities LLC
Massachusetts
$49K +$408 +6 +0.8%
ME
945
McIlrath & Eck
Washington
$48K +$405 +6 +0.9%
FFC
946
First Financial Corp
Indiana
$46.5K +$46.5K +688 New
SWA
947
SOA Wealth Advisors
New York
$45.6K – – –
WFA
948
West Financial Advisors
Iowa
$44.7K – – –
AGWCA
949
Annis Gardner Whiting Capital Advisors
Florida
$44.7K +$5.6K +83 +14%
AA
950
Addison Advisors
Vermont
$44.6K – – –
36 37
38
39 40