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Xcel Energy

1,121 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
Holders
1,121
Holders Change
+20
Holders Change %
+1.82%
% of All Funds
15.23%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
126
Increased
417
Reduced
360
Closed
84
Calls
$173M
Puts
$36.3M
Net Calls
+$137M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
451
Greenleaf Trust
Michigan
$1.07M +$42.9K +606 +4%
TA
452
Tectonic Advisors
Texas
$1.05M +$42K +594 +4%
FMWA
453
Forvis Mazars Wealth Advisors
Missouri
$1.04M +$21.2K +300 +2%
HCM
454
Howard Capital Management
Georgia
$1.03M -$158K -2,232 -13%
WA
455
WealthTrust Axiom
Pennsylvania
$1.03M
MFS
456
Mattson Financial Services
Michigan
$1.01M -$127K -1,796 -11%
CUAMC
457
China Universal Asset Management Company
China
$1.01M +$345K +4,846 +52%
B
458
Bailard
California
$1.01M +$101K +1,421 +11%
WWM
459
Western Wealth Management
Colorado
$1M -$51.3K -725 -5%
GWWM
460
Great Waters Wealth Management
Minnesota
$994K -$91K -1,286 -8%
TCM
461
Tradewinds Capital Management
Washington
$990K
MWM
462
Mission Wealth Management
California
$984K -$44.5K -629 -4%
TC
463
TwinBeech Capital
New York
$983K +$983K +13,887 New
DWT
464
Dorsey & Whitney Trust
South Dakota
$983K -$24.6K -347 -2%
EF
465
Empowered Funds
Pennsylvania
$978K +$230K +3,242 +31%
D.E. Shaw & Co
466
D.E. Shaw & Co
New York
$970K +$970K +13,700 New
TIAA Trust, National Association
467
TIAA Trust, National Association
North Carolina
$964K -$8.71K -123 -0.9%
CMAI
468
Capital Management Associates Inc
Minnesota
$963K +$545K +7,703 +131%
CI Investments Inc
469
CI Investments Inc
Ontario, Canada
$948K +$693K +9,793 +272%
SOAMC
470
Spirit of America Management Corp
New York
$942K +$152K +2,150 +19%
SPC
471
Sigma Planning Corp
Michigan
$936K +$9.27K +131 +1%
AWS
472
Aspen Wealth Strategies
Colorado
$936K +$2.34K +33 +0.3%
KA
473
KLCM Advisors
Wisconsin
$934K
OIA
474
OneDigital Investment Advisors
Kansas
$925K +$63K +890 +7%
HCM
475
Hodges Capital Management
Texas
$919K -$2.72M -38,408 -75%