Xcel Energy
1,113 hedge funds and large institutions have $32.8B invested in Xcel Energy in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 451 increasing their positions, 304 reducing their positions, and 67 closing their positions.
507% more call options, than puts
Call options by funds: $161M | Put options by funds: $26.5M
149% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 67
117% more funds holding in top 10
Funds holding in top 10: 6 → 13 (+7)
48% more repeat investments, than reductions
Existing positions increased: 451 | Existing positions reduced: 304
10% more capital invested
Capital invested by funds: $29.7B → $32.8B (+$3.1B)
8% more funds holding
Funds holding: 1,030 → 1,113 (+83)
3.12% more ownership
Funds ownership: 81.5% → 84.62% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$425M |
| 2 |
Newport Trust Company
Washington,
District of Columbia
|
+$275M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$240M |
| 4 |
ZP
Zimmer Partners
New York
|
+$232M |
| 5 |
Pictet Asset Management
Carouge,
Switzerland
|
+$230M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$292M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$92.6M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$90.8M |
| 4 |
Amundi
Paris,
France
|
-$79.5M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$67.3M |
XEL Hedge Fund Activity: Q4 2024 in Review
1,113 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q4 2024, worth a combined $32.8B — up 10% from $29.7B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new XEL positions and 67 closed out — a net gain of 100 holders — while 451 added to existing stakes and 304 trimmed.
The largest buyer was Bank of America, adding an estimated $425M. The largest seller was Wells Fargo, cutting an estimated $292M.
- 1,113 institutional investors held Xcel Energy (XEL) as of Q4 2024, up from 1,030 in Q3 2024.
- Funds reported $32.8B of Xcel Energy stock for Q4 2024, up 10% quarter-over-quarter.
- 167 funds opened new Xcel Energy positions in Q4 2024 and 67 closed out, a net change of +100 holders.
- The largest Xcel Energy buyer in Q4 2024 was Bank of America, an estimated $425M added.
- The largest Xcel Energy seller in Q4 2024 was Wells Fargo, an estimated $292M sold.
Based on aggregated 13F filings for Q4 2024.