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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 %
CP
976
Canopy Partners
Ohio
$33.6K +$2.5K +37 +8%
EWP
977
Elevation Wealth Partners
California
$33.4K – – –
GI
978
GS Investments
Minnesota
$32.7K – – –
BGAI
979
Bruce G. Allen Investments
Colorado
$31.9K -$338 -5 -1%
T
980
Tidemark
California
$31.4K – – –
ATC
981
Adirondack Trust Company
New York
$31.4K -$6.55K -97 -17%
TLA
982
Tanglewood Legacy Advisors
Texas
$27.7K – – –
PCWA
983
Pacific Capital Wealth Advisors
California
$27.5K -$1.35K -20 -5%
SIS
984
Strategic Investment Solutions
Illinois
$27K – – –
FW
985
Fairway Wealth
Ohio
$27K +$27K +400 New
SO
986
Sierra Ocean
California
$25.9K +$25.9K +384 New
GEA
987
Glen Eagle Advisors
New Jersey
$23.6K +$3.38K +50 +17%
GFPC
988
Global Financial Private Client
Florida
$23.6K +$675 +10 +3%
LFA
989
LGT Financial Advisors
Texas
$23.5K – – –
GKIM
990
GW&K Investment Management
Massachusetts
$23K – – –
POIA
991
Pin Oak Investment Advisors
Texas
$23K – – –
SPF
992
South Plains Financial
Texas
$22.5K +$22.5K +333 New
WB
993
Webster Bank
Connecticut
$21.9K – – –
BSB
994
Bangor Savings Bank
Maine
$21.6K -$3.92K -58 -15%
RWPA
995
Richard W. Paul & Associates
Michigan
$21.3K -$68 -1 -0.3%
CCA
996
Criterion Capital Advisors
Tennessee
$21.2K – – –
TSMHT
997
Thurston Springer Miller Herd & Titak
Indiana
$20.3K -$6.21K -92 -23%
CAL
998
Capital Analysts LLC
Pennsylvania
$20K – – –
MSG
999
Main Street Group
Virginia
$19.9K -$19.9K -294 -50%
BFPW
1000
BOK Financial Private Wealth
Colorado
$19K – – –
38 39
40
41 42