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Xcel Energy

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
Name Holding Trade Value Shares
Change
Shares
Change %
CMAI
601
Capital Management Associates Inc
Minnesota
$466K -$460K -6,762 -50%
WIA
602
World Investment Advisors
California
$462K +$148K +2,172 +47%
CI
603
CX Institutional
Indiana
$460K -$4.42K -65 -1%
GIA
604
Gateway Investment Advisers
Ohio
$457K -$9.6K -141 -2%
ATS
605
Ashton Thomas Securities
New York
$457K +$457K +6,706 New
PWM
606
Perigon Wealth Management
California
$456K +$37.8K +555 +9%
FFA
607
First Foundation Advisors
California
$453K -$228K -3,352 -33%
SFG
608
SNS Financial Group
Minnesota
$451K -$2.68K -39 -0.6%
Nomura Holdings
609
Nomura Holdings
Japan
$451K -$327K -4,806 -42%
BFA
610
Brown Financial Advisors
Ohio
$451K -$9.47K -139 -2%
GRP
611
Global Retirement Partners
California
$448K +$448K +6,583 New
PA
612
Parallel Advisors
California
$448K +$171K +2,517 +62%
EB
613
Eastern Bank
Massachusetts
$444K +$37.9K +556 +9%
CCA
614
Checchi Capital Advisers
California
$439K +$2.25K +33 +0.5%
CT
615
Coastline Trust
Rhode Island
$439K
LNWWM
616
Laird Norton Wetherby Wealth Management
California
$438K +$438K +6,436 New
ACM
617
Aster Capital Management
United Arab Emirates
$437K -$2.24M -32,916 -84%
BCM
618
Brookstone Capital Management
Illinois
$435K +$40.7K +597 +10%
MLA
619
My Legacy Advisors
Oregon
$434K +$153K +2,233 +54%
AA
620
ALPS Advisors
Colorado
$434K +$434K +6,370 New
LCGC
621
Legacy Capital Group California
California
$433K +$4.22K +62 +1%
IWM
622
Integris Wealth Management
California
$432K +$1.16K +17 +0.3%
LFA
623
Legacy Financial Advisors
Kentucky
$431K +$14K +206 +3%
FHA
624
First Horizon Advisors
Tennessee
$428K +$19.9K +292 +5%
BAM
625
Blueshift Asset Management
New Jersey
$427K +$427K +6,277 New