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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 %
SG Americas Securities
1126
SG Americas Securities
New York
– -$827K -12,667 Closed
PHK
1127
Point72 Hong Kong
Hong Kong
– -$647K -9,912 Closed
IAS
1128
Insigneo Advisory Services
Florida
– -$443K -6,781 Closed
LJAC
1129
L.J. Altfest & Co
New York
– -$416K -6,371 Closed
KWA
1130
Kingswood Wealth Advisors
California
– -$400K -6,130 Closed
EC
1131
EntryPoint Capital
New York
– -$352K -5,394 Closed
AWM
1132
Axxcess Wealth Management
California
– -$304K -4,659 Closed
TL
1133
Tradewinds LLC
North Carolina
– -$286K -4,378 Closed
VF
1134
Virtu Financial
New York
– -$284K -4,347 Closed
SG
1135
StoneX Group
New York
– -$274K -4,196 Closed
CFM
1136
Catalyst Funds Management
Australia
– -$242K -3,700 Closed
OCBCO
1137
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$239K -3,662 Closed
SLG
1138
Stanley-Laman Group
Pennsylvania
– -$228K -3,497 Closed
SC
1139
Syon Capital
California
– -$222K -3,403 Closed
SF
1140
Symphony Financial
Texas
– -$217K -3,354 Closed
CBA
1141
Coastal Bridge Advisors
Connecticut
– -$218K -3,334 Closed
PW
1142
Paladin Wealth
Minnesota
– -$175K -2,674 Closed
GSEP
1143
Golden State Equity Partners
California
– -$175K -2,673 Closed
ACM
1144
Aster Capital Management
United Arab Emirates
– -$170K -2,603 Closed
PAS
1145
Point72 Asia (Singapore)
Singapore
– -$127K -1,951 Closed
AA
1146
Alta Advisers
United Kingdom
– -$98K -1,500 Closed
VAMG
1147
Voisard Asset Management Group
Michigan
– -$53K -812 Closed
Acadian Asset Management
1148
Acadian Asset Management
Massachusetts
– -$52K -801 Closed
AAF
1149
Andra AP-fonden
Sweden
– -$52.2K -800 Closed
FF
1150
Friedenthal Financial
New Jersey
– -$50.2K -769 Closed
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