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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
SIM
501
Stratos Investment Management
Ohio
$766K
AAP
502
Arax Advisory Partners
Colorado
$766K
FI
503
Fosun International
China
$760K
ATC
504
Argent Trust Co
Tennessee
$760K
BFS
505
Bard Financial Services
Connecticut
$752K
IAA
506
Independent Advisor Alliance
North Carolina
$752K
1C
507
111 Capital
France
$747K
IB
508
Intrust Bank
Kansas
$746K
CAGAS
509
Capital Advisory Group Advisory Services
Minnesota
$742K
MFWP
510
Mosaic Family Wealth Partners
Missouri
$742K
PCG
511
Prosperity Consulting Group
Maryland
$725K
MSA
512
MUFG Securities Americas
New York
$720K
CCG
513
Cypress Capital Group
Florida
$719K
EWA
514
EP Wealth Advisors
California
$719K
EWA
515
EverSource Wealth Advisors
Alabama
$716K
CIBC Private Wealth Group
516
CIBC Private Wealth Group
Georgia
$713K
BCV
517
Banque Cantonale Vaudoise
Switzerland
$709K
FFA
518
First Foundation Advisors
California
$709K
OTPPB
519
Ontario Teachers' Pension Plan Board
Ontario, Canada
$708K
AWS
520
Atria Wealth Solutions
New York
$704K
MC
521
Moors & Cabot
Massachusetts
$704K
FAIM
522
Financial Advocates Investment Management
Washington
$702K
TPI
523
Trust Point Inc
Wisconsin
$702K
CA
524
Cornerstone Advisors
North Carolina
$701K
1CP
525
17 Capital Partners
Arizona
$690K