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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
WA
376
Wealth Alliance
New York
$1.65M
OC
377
Oppenheimer & Co
New York
$1.65M
CBT
378
Central Bank & Trust
Kentucky
$1.64M
CL
379
Choreo LLC
Illinois
$1.62M
HI
380
Harbour Investments
Wisconsin
$1.61M
BPA
381
Beacon Pointe Advisors
California
$1.6M
YIH
382
Y-Intercept (HK)
Hong Kong
$1.58M
HWAM
383
Hennion & Walsh Asset Management
New Jersey
$1.54M
BMSSC
384
B. Metzler seel. Sohn & Co
Germany
$1.53M
OAM
385
Oppenheimer Asset Management
New York
$1.53M
NP
386
NorthRock Partners
Minnesota
$1.51M
MYAM
387
Meiji Yasuda Asset Management
Japan
$1.51M
EI
388
Ethic Inc
New York
$1.51M
Neuberger Berman Group
389
Neuberger Berman Group
New York
$1.51M
HAG
390
HighPoint Advisor Group
Illinois
$1.51M
VCA
391
Verdence Capital Advisors
Maryland
$1.5M
DWM
392
Dakota Wealth Management
Florida
$1.49M
VBFP
393
Valtinson Bruner Financial Planning
Minnesota
$1.49M
AI
394
Accredited Investors
Minnesota
$1.48M
CWM
395
Congress Wealth Management
Massachusetts
$1.48M
OTL
396
Oak Thistle LLC
New York
$1.48M
PAS
397
Park Avenue Securities
New York
$1.46M
MFG
398
Merit Financial Group
Georgia
$1.46M
DC
399
DeDora Capital
California
$1.46M
UFF
400
USA Financial Formulas
Michigan
$1.46M