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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 %
VWM
526
Venturi Wealth Management
Texas
$689K +$48.2K +681 +8%
Brown Advisory
527
Brown Advisory
Maryland
$688K -$173K -2,442 -20%
CL
528
CSS LLC
Illinois
$683K +$264K +3,723 +63%
KPWS
529
Kestra Private Wealth Services
Texas
$681K +$18K +254 +3%
Aviva
530
Aviva
United Kingdom
$674K +$26.2K +370 +4%
CPIG
531
Chicago Partners Investment Group
Illinois
$660K -$60.5K -848 -8%
A
532
AlphaQuest
New York
$656K -$391K -5,529 -37%
SFC
533
SYM Financial Corp
Indiana
$653K +$425 +6 +0.1%
FNBT
534
FineMark National Bank & Trust
Florida
$650K
LWA
535
Lifelong Wealth Advisors
Minnesota
$645K +$119K +1,688 +23%
ECM
536
Everence Capital Management
Indiana
$638K -$51K -720 -7%
AG
537
AmeriFlex Group
Nevada
$631K
RA
538
RFG Advisory
Alabama
$629K +$115K +1,626 +22%
SI
539
SCP Investment
California
$623K +$623K +8,800 New
DZ Bank
540
DZ Bank
Germany
$618K +$618K +8,737 New
GCP
541
GSA Capital Partners
United Kingdom
$618K +$618K +8,736 New
LA
542
LVW Advisors
New York
$615K -$270K -3,808 -30%
OPA
543
Old Port Advisors
Maine
$606K -$3.68K -52 -0.6%
GT
544
Glenview Trust
Kentucky
$604K +$97K +1,370 +19%
WA
545
Waverly Advisors
Alabama
$603K +$30.4K +429 +5%
MWM
546
Modern Wealth Management
Kansas
$602K +$18.3K +259 +3%
SM
547
STF Management
Texas
$601K +$2.55K +36 +0.4%
MGWM
548
Marks Group Wealth Management
Minnesota
$600K +$2.62K +37 +0.4%
AWA
549
Arkadios Wealth Advisors
Georgia
$590K +$16.6K +235 +3%
PAM
550
Panagora Asset Management
Massachusetts
$588K +$257K +3,636 +78%