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Xcel Energy
XEL

Overview Fund Activity

1,100 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, 303 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+80
Holders Change %
+7.84%
% of All Funds
14.65%
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
303
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 %
TCA
1076
Trifecta Capital Advisors
Illinois
$1.89K – – –
WCM
1077
WealthTrak Capital Management
Virginia
$1.69K +$1.69K +25 New
NC
1078
NewSquare Capital
Pennsylvania
$1.49K +$1.49K +22 New
PIS
1079
POM Investment Strategies
North Carolina
$1.42K – – –
Q1WB
1080
Quest 10 Wealth Builders
Virginia
$1.42K +$1.42K +21 New
CAC
1081
Core Alternative Capital
Georgia
$1.22K – – –
CAM
1082
Creekmur Asset Management
Illinois
$1.08K – – –
CIA
1083
Cape Investment Advisory
Georgia
$1.08K +$1.08K +16 New
TFA
1084
Transamerica Financial Advisors
Florida
$1K -$429 -3 -30%
TCM
1085
TD Capital Management
Tennessee
$945 +$945 +14 New
JFG
1086
JDM Financial Group
Texas
$878 – – –
WPA
1087
West Paces Advisors
Georgia
$878 – – –
HWA
1088
HHM Wealth Advisors
Tennessee
$743 +$743 +11 New
PWA
1089
Physician Wealth Advisors
Utah
$743 +$743 +11 New
NL
1090
NVWM LLC
Pennsylvania
$675 – – –
PWA
1091
Principia Wealth Advisory
Texas
$675 +$675 +10 New
CAWM
1092
Capital A Wealth Management
Pennsylvania
$675 +$675 +10 New
WW
1093
Winnow Wealth
Texas
$673 +$673 +10 New
YP
1094
YANKCOM Partnership
South Dakota
$473 +$473 +7 New
RS
1095
Rakuten Securities
Japan
$405 -$405 -6 -50%
PWM
1096
Parkworth Wealth Management
California
$338 +$338 +5 New
AWM
1097
Activest Wealth Management
Florida
$270 +$270 +4 New
BA
1098
Bellwether Advisors
Nebraska
$270 +$270 +4 New
NS
1099
NBC Securities
Alabama
$214 -$250K -3,511 -100%
RFG
1100
REAP Financial Group
Texas
$34 +$34 +1 New
42 43
44
45 46