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Xcel Energy
XEL

Overview Fund Activity

1,117 hedge funds and large institutions have $34.9B invested in Xcel Energy in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 454 increasing their positions, 353 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
14.98%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
112
Increased
454
Reduced
353
Closed
99
Calls
$191M
Puts
$75.2M
Net Calls
+$115M
Net Calls Change
-$21.2M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$851M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$397M
3
Bank of America
Bank of America
North Carolina
+$147M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$119M
5
Invesco
Invesco
Georgia
+$113M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$219M
2
Millennium Management
Millennium Management
New York
-$142M
3
ECM
ExodusPoint Capital Management
New York
-$135M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$69.1M
5
Barclays
Barclays
United Kingdom
-$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
551
U.S. Capital Wealth Advisors
Texas
$554K +$13.5K +198 +2%
CK
552
Cohen Klingenstein
New York
$552K – – –
ANB
553
Amarillo National Bank
Texas
$551K – – –
BFS
554
Bradley Foster & Sargent
Connecticut
$545K +$13.6K +200 +3%
FNBTCON
555
First National Bank & Trust Co of Newtown
Pennsylvania
$541K -$4.43K -65 -0.8%
MG
556
Mather Group
Illinois
$540K -$23.6K -347 -4%
CIG
557
Cascade Investment Group
Colorado
$537K -$6.81K -100 -1%
SF
558
Summit Financial
New Jersey
$536K +$41.1K +599 +8%
BP
559
Ballentine Partners
Massachusetts
$535K -$14.5K -213 -3%
MAS
560
Meeder Advisory Services
Ohio
$535K +$341 +5 +0.1%
CW
561
CreativeOne Wealth
Kansas
$535K +$25.5K +375 +5%
LFA
562
Laraway Financial Advisors
Minnesota
$534K +$613 +9 +0.1%
FAIM
563
Financial Advocates Investment Management
Washington
$530K -$145K -2,133 -22%
KWM
564
Kingsview Wealth Management
Oregon
$525K +$55.9K +821 +12%
SCA
565
Stonebridge Capital Advisors
Minnesota
$524K -$5.52K -81 -1%
SWA
566
SFMG Wealth Advisors
Texas
$523K – – –
RA
567
RFG Advisory
Alabama
$516K -$88.7K -1,303 -15%
SAG
568
SageView Advisory Group
California
$515K +$158K +2,222 +44%
CFA
569
Cahill Financial Advisors
Minnesota
$512K -$22.6K -332 -4%
FA
570
Fiduciary Alliance
South Carolina
$512K +$2.25K +33 +0.4%
FFP
571
Freedom Financial Partners
Minnesota
$511K -$3.41K -50 -0.7%
TIM
572
Thompson Investment Management
Wisconsin
$510K -$40.9K -600 -7%
PCM
573
Parsons Capital Management
Rhode Island
$507K – – –
KIA
574
KCM Investment Advisors
California
$505K – – –
IA
575
IFP Advisors
Florida
$497K -$82.8K -885 -14%
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