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Xcel Energy

1,123 hedge funds and large institutions have $34.8B invested in Xcel Energy in 2025 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 417 increasing their positions, 360 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $33.6B → $34.8B (+$1.23B)

0.85% more ownership

Funds ownership: 84.63%85.48% (+0.85%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
1,123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$173M
Puts
$36.3M
Net Calls
Net Calls Change

Top Buyers

1 +$432M
2 +$237M
3 +$175M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$108M
5
BlackRock
BlackRock
New York
+$98.6M

Top Sellers

1 -$208M
2 -$184M
3 -$124M
4
Goldman Sachs
Goldman Sachs
New York
-$109M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$85.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
251
Bogart Wealth LLC
Virginia
$4.96M
SG
252
Sourcerock Group
Colorado
$4.96M
AAIM
253
American Assets Investment Management
California
$4.96M
CWM
254
CIBC World Markets
New York
$4.9M
SOADOR
255
State of Alaska Department of Revenue
Alaska
$4.76M
Los Angeles Capital Management
256
Los Angeles Capital Management
California
$4.75M
VI
257
Vestcor Inc
New Brunswick, Canada
$4.74M
Bank of Nova Scotia
258
Bank of Nova Scotia
Ontario, Canada
$4.74M
MOACM
259
Mutual of America Capital Management
New York
$4.73M
GWM
260
Geneos Wealth Management
Colorado
$4.69M
NA
261
NewEdge Advisors
Louisiana
$4.61M
AI
262
Atria Investments
North Carolina
$4.51M
IGAM
263
iA Global Asset Management
Quebec, Canada
$4.48M
Focus Partners Wealth
264
Focus Partners Wealth
Massachusetts
$4.45M
IIM
265
INTECH Investment Management
Florida
$4.44M
Nisa Investment Advisors
266
Nisa Investment Advisors
Missouri
$4.39M
TPSF
267
Texas Permanent School Fund
Texas
$4.39M
WBC
268
Westpac Banking Corp
Australia
$4.38M
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$4.25M
PA
270
Profund Advisors
Maryland
$4.24M
BCCM
271
Bridge Creek Capital Management
Massachusetts
$4.1M
FBT
272
First Bank & Trust
South Dakota
$4.1M
MIF
273
Mediolanum International Funds
Ireland
$4.09M
Pacer Advisors
274
Pacer Advisors
Pennsylvania
$4.05M
Public Employees Retirement Association of Colorado
275
Public Employees Retirement Association of Colorado
Colorado
$3.95M