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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
BF
351
BOK Financial
Oklahoma
$1.96M
PCA
352
Pallas Capital Advisors
Massachusetts
$1.96M
TWM
353
Tradition Wealth Management
Minnesota
$1.93M
DADC
354
D.A. Davidson & Co
Montana
$1.92M
CA
355
Commerzbank Aktiengesellschaft
Germany
$1.92M
NMERB
356
New Mexico Educational Retirement Board
New Mexico
$1.9M
MSRPS
357
Maryland State Retirement & Pension System
Maryland
$1.9M
Lido Advisors
358
Lido Advisors
California
$1.89M
SFA
359
Sequoia Financial Advisors
Ohio
$1.87M
STA
360
Summit Trail Advisors
New York
$1.87M
SAM
361
Shell Asset Management
Netherlands
$1.85M
FDS
362
First Dallas Securities
Texas
$1.84M
QWP
363
Quotient Wealth Partners
Texas
$1.79M
TCA
364
Transcend Capital Advisors
New Jersey
$1.78M
RCM
365
Raleigh Capital Management
North Carolina
$1.78M
EWM
366
Empirical Wealth Management
Washington
$1.77M
BFG
367
Bleakley Financial Group
New Jersey
$1.77M
Kovitz Investment Group Partners
368
Kovitz Investment Group Partners
Illinois
$1.76M
HNB
369
Huntington National Bank
Ohio
$1.76M
MPPW
370
Mitchell & Pahl Private Wealth
Oklahoma
$1.76M
DILIC
371
Dai-ichi Life Insurance Company
Japan
$1.71M
TI
372
Tidal Investments
Wisconsin
$1.71M
RFM
373
Royal Fund Management
Florida
$1.69M
OPS
374
Orion Portfolio Solutions
Nebraska
$1.68M
BCI
375
Brinker Capital Investments
Pennsylvania
$1.68M