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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 %
SIAG
626
Safeguard Investment Advisory Group
California
$427K – – –
EFS
627
Essex Financial Services
Connecticut
$426K +$167K +2,458 +65%
AWA
628
Aaron Wealth Advisors
Illinois
$425K -$15.9K -234 -4%
CFG
629
Copley Financial Group
California
$425K -$48.6K -714 -10%
SAM
630
Smartleaf Asset Management
Massachusetts
$423K -$49.9K -736 -11%
MYIA
631
Mount Yale Investment Advisors
Colorado
$417K +$120K +1,767 +41%
SLI
632
Sumitomo Life Insurance
Japan
$414K -$613 -9 -0.1%
AF
633
Affiance Financial
Minnesota
$413K – – –
SWM
634
Segment Wealth Management
Texas
$413K +$120K +1,759 +41%
VSQM
635
V-Square Quantitative Management
Illinois
$413K +$33.9K +498 +9%
PPC
636
Park Place Capital
Alabama
$413K -$1.51K -22 -0.4%
GIM
637
Goelzer Investment Management
Indiana
$412K – – –
PCS
638
Personal CFO Solutions
New Jersey
$403K -$5.65K -83 -1%
SSWM
639
Sheets Smith Wealth Management
North Carolina
$401K -$12.5K -183 -3%
VVP
640
Venture Visionary Partners
Ohio
$400K +$147K +2,158 +58%
QC
641
Quaero Capital
Switzerland
$400K +$400K +5,876 New
NWAG
642
Net Worth Advisory Group
Utah
$400K +$75.2K +1,104 +23%
HBT
643
Hills Bank & Trust
Iowa
$395K – – –
LF
644
Lantz Financial
Illinois
$394K +$5.24K +77 +1%
HSA
645
HBK Sorce Advisory
Pennsylvania
$393K +$2.72K +40 +0.7%
GAM
646
Gotham Asset Management
New York
$392K +$174K +2,555 +80%
KMWM
647
Keudell/Morrison Wealth Management
Oregon
$391K – – –
SWP
648
Stratos Wealth Partners
Ohio
$391K -$24.2K -356 -6%
HH
649
Hilltop Holdings
Texas
$390K +$5.93K +87 +2%
AFS
650
Access Financial Services
Minnesota
$389K -$14.9K -219 -4%
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