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Xcel Energy
XEL

Overview Fund Activity

1,117 hedge funds and large institutions have $34.9B invested in Xcel Energy in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 454 increasing their positions, 353 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
14.98%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
112
Increased
454
Reduced
353
Closed
99
Calls
$191M
Puts
$75.2M
Net Calls
+$115M
Net Calls Change
-$21.2M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$851M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.15B
3
Bank of America
3
Bank of America
North Carolina
$1.79B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.27B
5
Invesco
5
Invesco
Georgia
$502M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$52.3M
2
Millennium Management
2
Millennium Management
New York
$22.6M
3
ECM
3
ExodusPoint Capital Management
New York
$2.56M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$48.3M
5
Barclays
5
Barclays
United Kingdom
$269M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$4.73M -$90K -1,321 -2%
AI
252
Atria Investments
North Carolina
$4.61M +$277K +4,061 +6%
IIM
253
Intact Investment Management
Quebec, Canada
$4.6M -$967K -14,200 -17%
NA
254
NewEdge Advisors
Louisiana
$4.53M +$93.6K +1,374 +2%
MOACM
255
Mutual of America Capital Management
New York
$4.5M -$43.4K -638 -1%
VPIM
256
Vanguard Personalized Indexing Management
California
$4.44M +$955K +14,025 +27%
SOADOR
257
State of Alaska Department of Revenue
Alaska
$4.4M -$177K -2,605 -4%
LFG
258
Larson Financial Group
Missouri
$4.38M +$692K +10,168 +19%
VI
259
Vestcor Inc
New Brunswick, Canada
$4.37M -$184K -2,699 -4%
JFG
260
Jefferies Financial Group
New York
$4.36M -$5.2M -76,285 -54%
IGAM
261
iA Global Asset Management
Quebec, Canada
$4.35M +$44.1K +647 +1%
TWM
262
TriaGen Wealth Management
California
$4.25M +$4.25M +62,479 New
WP
263
Woodline Partners
California
$4.25M +$945K +13,872 +29%
WRBC
264
W.R. Berkley Corp
Connecticut
$4.21M +$4.21M +61,800 New
Focus Partners Wealth
265
Focus Partners Wealth
Massachusetts
$4.2M -$78.4K -1,151 -2%
Nisa Investment Advisors
266
Nisa Investment Advisors
Missouri
$4.16M -$69.2K -1,007 -2%
GIM
267
Glenmede Investment Management
Pennsylvania
$4.14M +$4.14M +60,852 New
FBT
268
First Bank & Trust
South Dakota
$4.1M +$151K +2,224 +4%
BCCM
269
Bridge Creek Capital Management
Massachusetts
$3.97M +$17.8K +261 +0.5%
BWL
270
Bogart Wealth LLC
Virginia
$3.96M -$807K -11,854 -17%
BFM
271
Boothbay Fund Management
New York
$3.92M +$1.18M +17,334 +43%
MCB
272
Morton Community Bank
Illinois
$3.9M +$134K +1,970 +4%
OLA
273
Oliver Luxxe Assets
New Jersey
$3.9M -$2.82M -41,468 -42%
PAG
274
Private Advisor Group
New Jersey
$3.89M +$322K +4,725 +9%
Public Employees Retirement Association of Colorado
275
Public Employees Retirement Association of Colorado
Colorado
$3.8M – – –
9 10
11
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