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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.99B 73,831,988 +953,002 +1%
BlackRock
2
BlackRock
New York
$3.23B 47,838,797 +1,742,028 +4%
State Street
3
State Street
Massachusetts
$2.47B 36,592,959 -550,066 -1%
Bank of America
4
Bank of America
North Carolina
$1.4B 20,762,745 +6,336,180 +44%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.33B 19,700,788 -772,744 -4%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.3B 19,291,149 +1,022,194 +6%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.19B 17,613,239 +2,422,483 +16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.03B 15,178,956 +616,853 +4%
Aristotle Capital Management
9
Aristotle Capital Management
California
$910M 13,482,046 -213,187 -2%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$788M 11,665 +1 +0%
Goldman Sachs
11
Goldman Sachs
New York
$522M 7,730,670 +1,575,817 +26%
Morgan Stanley
12
Morgan Stanley
New York
$492M 7,286,555 +323,062 +5%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$446M 6,608,044 +3,581,436 +118%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$444M 6,573,894 +1,090,208 +20%
Invesco
15
Invesco
Georgia
$383M 5,678,448 +504,143 +10%
Northern Trust
16
Northern Trust
Illinois
$381M 5,639,107 +561,478 +11%
Franklin Resources
17
Franklin Resources
California
$367M 5,436,205 +551,470 +11%
Victory Capital Management
18
Victory Capital Management
Texas
$344M 5,095,929 -392,855 -7%
Legal & General Group
19
Legal & General Group
United Kingdom
$340M 5,039,638 -63,345 -1%
Pictet Asset Management
20
Pictet Asset Management
Switzerland
$329M 4,878,279 +3,429,353 +237%
Newport Trust Company
21
Newport Trust Company
District of Columbia
$277M 4,103,736 +4,103,736 New
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$272M 4,022,085 +3,182,939 +379%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$255M 3,777,002 +11,529 +0.3%
ZP
24
Zimmer Partners
New York
$248M 3,667,200 +3,454,700 +1,626%
Charles Schwab
25
Charles Schwab
California
$245M 3,625,848 +208,233 +6%
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