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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 %
LWA
951
Lowe Wealth Advisors
Maryland
$44.4K – – –
KB
952
Kimelman & Baird
New York
$44K – – –
CAS
953
Coppell Advisory Solutions
Texas
$43.8K – – –
PWMG
954
Prestige Wealth Management Group
New Jersey
$42.6K – – –
CSPIA
955
Cary Street Partners Investment Advisory
Virginia
$42.5K -$177K -2,619 -81%
BIA
956
Bell Investment Advisors
California
$41.9K -$135 -2 -0.3%
CA
957
Continuum Advisory
Idaho
$41.6K +$9.65K +143 +30%
TFGT
958
TS Financial Group (TSFG)
Illinois
$41K +$68 +1 +0.2%
SGC
959
Slocum, Gordon & Co
Rhode Island
$40.5K – – –
MA
960
MCF Advisors
Kentucky
$40K +$34K +504 +566%
TFIPS
961
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.2K – – –
WTC
962
WhitTier Trust Company
Nevada
$39.2K – – –
PSB
963
Piscataqua Savings Bank
New Hampshire
$38.8K – – –
TCM
964
TruNorth Capital Management
Michigan
$37.6K – – –
BL
965
BFSG LLC
California
$36.9K -$35.3K -523 -49%
ECG
966
Edge Capital Group
Georgia
$36.6K +$36.6K +208,333 New
CFO
967
CVA Family Office
Colorado
$35.9K +$21.3K +315 +145%
LIA
968
Luken Investment Analytics
Tennessee
$35.5K – – –
HWM
969
Hemington Wealth Management
Virginia
$35K +$2.61K +39 +8%
TVWM
970
Tower View Wealth Management
Wisconsin
$34.7K +$337 +5 +1%
CBT
971
Crews Bank & Trust
Florida
$34K +$34K +504 New
ECM
972
Elgethun Capital Management
South Dakota
$34K -$138K -2,043 -80%
ADL
973
Asset Dedication LLC
California
$33.8K -$405K -5,988 -92%
AIC
974
Archer Investment Corporation
Indiana
$33.8K – – –
MMG
975
Monetary Management Group
Missouri
$33.8K – – –
37 38
39
40 41