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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
GT
451
Greenleaf Trust
Michigan
$1.07M
TA
452
Tectonic Advisors
Texas
$1.05M
FMWA
453
Forvis Mazars Wealth Advisors
Missouri
$1.04M
HCM
454
Howard Capital Management
Georgia
$1.03M
WA
455
WealthTrust Axiom
Pennsylvania
$1.03M
MFS
456
Mattson Financial Services
Michigan
$1.01M
CUAMC
457
China Universal Asset Management Company
China
$1.01M
B
458
Bailard
California
$1.01M
WWM
459
Western Wealth Management
Colorado
$1M
GWWM
460
Great Waters Wealth Management
Minnesota
$994K
TCM
461
Tradewinds Capital Management
Washington
$990K
MWM
462
Mission Wealth Management
California
$984K
TC
463
TwinBeech Capital
New York
$983K
DWT
464
Dorsey & Whitney Trust
South Dakota
$983K
EF
465
Empowered Funds
Pennsylvania
$978K
D.E. Shaw & Co
466
D.E. Shaw & Co
New York
$970K
TIAA Trust, National Association
467
TIAA Trust, National Association
North Carolina
$964K
CMAI
468
Capital Management Associates Inc
Minnesota
$963K
CI Investments Inc
469
CI Investments Inc
Ontario, Canada
$948K
SOAMC
470
Spirit of America Management Corp
New York
$942K
SPC
471
Sigma Planning Corp
Michigan
$936K
AWS
472
Aspen Wealth Strategies
Colorado
$936K
KA
473
KLCM Advisors
Wisconsin
$934K
OIA
474
OneDigital Investment Advisors
Kansas
$925K
HCM
475
Hodges Capital Management
Texas
$919K