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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 %
SWM
1026
Sugarloaf Wealth Management
Georgia
$12.6K – – –
BCMLT
1027
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.8K +$2.03K +30 +21%
SN
1028
Sittner & Nelson
Oregon
$11.4K – – –
PAM
1029
Parvin Asset Management
South Dakota
$10.7K +$10.7K +158 New
RWM
1030
Rialto Wealth Management
New York
$10.1K +$10.1K +150 New
VNA
1031
Valley National Advisers
Pennsylvania
$10K +$313 +5 +3%
MG
1032
MilWealth Group
Wisconsin
$9.99K – – –
CWC
1033
Carolinas Wealth Consulting
North Carolina
$9.8K +$2.62K +39 +36%
DF
1034
Dunhill Financial
United Kingdom
$9.48K +$1.9K +28 +25%
FFWM
1035
Future Financial Wealth Management
Ohio
$8.71K – – –
FFA
1036
Frazier Financial Advisors
Ohio
$8.39K +$68 +1 +0.8%
FMP
1037
Financial Management Professionals
Texas
$8.37K – – –
ACA
1038
Atlas Capital Advisors
Wyoming
$7.29K +$6.75K +100 +1,250%
SMAM
1039
Sugar Maple Asset Management
Wisconsin
$7.09K +$7.09K +105 New
AW
1040
Avion Wealth
Texas
$7K +$764 +12 +12%
DSC
1041
Duncker Streett & Co
Missouri
$6.75K – – –
VWA
1042
Valued Wealth Advisors
Utah
$6.75K +$473 +7 +8%
T
1043
Transce3nd
Texas
$6.75K +$6.75K +100 New
TCM
1044
Tributary Capital Management
Nebraska
$6.68K – – –
DIP
1045
DT Investment Partners
Pennsylvania
$6.62K – – –
HIA
1046
Harbor Investment Advisory
Maryland
$6.55K – – –
RTL
1047
Red Tortoise LLC
Georgia
$6.41K – – –
AWM
1048
Abound Wealth Management
Tennessee
$6.09K -$68 -1 -1%
SSG
1049
Summit Securities Group
New York
$6.08K +$6.08K +90 New
IBOK
1050
Independence Bank of Kentucky
Kentucky
$6.08K +$6.08K +90 New
40 41
42
43 44