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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 %
HT
626
Heritage Trust
Oklahoma
$439K
IA
627
IFP Advisors
Florida
$439K +$38.9K +549 +10%
PWM
628
Perigon Wealth Management
California
$434K +$13.9K +197 +3%
LFA
629
Legacy Financial Advisors
Kentucky
$434K +$31.3K +442 +8%
SWP
630
Stratos Wealth Partners
Ohio
$432K -$24.6K -348 -5%
SLI
631
Sumitomo Life Insurance
Japan
$431K -$18.1K -256 -4%
FIM
632
Freedom Investment Management
Connecticut
$430K -$47.3K -668 -10%
AF
633
Affiance Financial
Minnesota
$429K -$7.08K -100 -2%
SSWM
634
Sheets Smith Wealth Management
North Carolina
$429K -$31.9K -450 -7%
GIM
635
Goelzer Investment Management
Indiana
$428K
PPC
636
Park Place Capital
Alabama
$427K -$11.5K -163 -3%
CCS
637
Concentric Capital Strategies
Connecticut
$426K +$426K +6,024 New
SYBT
638
Stock Yards Bank & Trust
Kentucky
$425K +$1.77K +25 +0.4%
PCS
639
Personal CFO Solutions
New Jersey
$425K +$4.89K +69 +1%
LFAS
640
Level Four Advisory Services
Texas
$425K -$49.3K -697 -10%
FHA
641
First Horizon Advisors
Tennessee
$425K +$13K +183 +3%
TA
642
Townsend & Associates
Colorado
$424K
EB
643
Eastern Bank
Massachusetts
$422K -$21.2K -300 -5%
AFS
644
Access Financial Services
Minnesota
$420K -$15.6K -220 -4%
CI
645
Cigna Investments
Connecticut
$411K +$4.75K +67 +1%
HBT
646
Hills Bank & Trust
Iowa
$410K
BCM
647
Brookstone Capital Management
Illinois
$410K -$19.4K -274 -5%
MS
648
Maven Securities
Jersey
$410K -$687K -9,700 -63%
CPA
649
Capital Performance Advisors
California
$409K +$79.9K +1,128 +24%
CFB
650
Cullen/Frost Bankers
Texas
$408K -$671K -9,478 -62%