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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
15.22%
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 %
SIM
501
Stratos Investment Management
Ohio
$766K +$245K +3,466 +47%
AAP
502
Arax Advisory Partners
Colorado
$766K -$65.4K -924 -8%
FI
503
Fosun International
China
$760K
ATC
504
Argent Trust Co
Tennessee
$760K +$67.1K +948 +10%
BFS
505
Bard Financial Services
Connecticut
$752K
IAA
506
Independent Advisor Alliance
North Carolina
$752K +$66.4K +938 +10%
1C
507
111 Capital
France
$747K +$296K +4,179 +66%
IB
508
Intrust Bank
Kansas
$746K +$16.8K +238 +2%
CAGAS
509
Capital Advisory Group Advisory Services
Minnesota
$742K +$28.7K +406 +4%
MFWP
510
Mosaic Family Wealth Partners
Missouri
$742K -$35.4K -500 -5%
PCG
511
Prosperity Consulting Group
Maryland
$725K -$4.39K -62 -0.6%
MSA
512
MUFG Securities Americas
New York
$720K +$119K +1,687 +20%
CCG
513
Cypress Capital Group
Florida
$719K -$40.8K -576 -5%
EWA
514
EP Wealth Advisors
California
$719K +$151K +2,127 +27%
EWA
515
EverSource Wealth Advisors
Alabama
$716K +$61.6K +870 +9%
CIBC Private Wealth Group
516
CIBC Private Wealth Group
Georgia
$713K +$24.7K +368 +4%
BCV
517
Banque Cantonale Vaudoise
Switzerland
$709K +$709K +10,010 New
FFA
518
First Foundation Advisors
California
$709K
OTPPB
519
Ontario Teachers' Pension Plan Board
Ontario, Canada
$708K -$1.28M -18,134 -64%
AWS
520
Atria Wealth Solutions
New York
$704K -$466K -6,574 -40%
MC
521
Moors & Cabot
Massachusetts
$704K -$106K -1,503 -13%
FAIM
522
Financial Advocates Investment Management
Washington
$702K +$11.5K +163 +2%
TPI
523
Trust Point Inc
Wisconsin
$702K -$21.9K -309 -3%
CA
524
Cornerstone Advisors
North Carolina
$701K
1CP
525
17 Capital Partners
Arizona
$690K -$570K -8,058 -45%