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Xcel Energy

1,123 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $33.6B → $34.8B (+$1.23B)

0.85% more ownership

Funds ownership: 84.63%85.48% (+0.85%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
1,123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$173M
Puts
$36.3M
Net Calls
Net Calls Change

Top Buyers

1 +$432M
2 +$237M
3 +$175M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$108M
5
BlackRock
BlackRock
New York
+$98.6M

Top Sellers

1 -$208M
2 -$184M
3 -$124M
4
Goldman Sachs
Goldman Sachs
New York
-$109M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$85.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
626
Heritage Trust
Oklahoma
$439K
IA
627
IFP Advisors
Florida
$439K
PWM
628
Perigon Wealth Management
California
$434K
LFA
629
Legacy Financial Advisors
Kentucky
$434K
SWP
630
Stratos Wealth Partners
Ohio
$432K
SLI
631
Sumitomo Life Insurance
Japan
$431K
FIM
632
Freedom Investment Management
Connecticut
$430K
AF
633
Affiance Financial
Minnesota
$429K
SSWM
634
Sheets Smith Wealth Management
North Carolina
$429K
GIM
635
Goelzer Investment Management
Indiana
$428K
PPC
636
Park Place Capital
Alabama
$427K
CCS
637
Concentric Capital Strategies
Connecticut
$426K
SYBT
638
Stock Yards Bank & Trust
Kentucky
$425K
PCS
639
Personal CFO Solutions
New Jersey
$425K
LFAS
640
Level Four Advisory Services
Texas
$425K
FHA
641
First Horizon Advisors
Tennessee
$425K
TA
642
Townsend & Associates
Colorado
$424K
EB
643
Eastern Bank
Massachusetts
$422K
AFS
644
Access Financial Services
Minnesota
$420K
CI
645
Cigna Investments
Connecticut
$411K
HBT
646
Hills Bank & Trust
Iowa
$410K
BCM
647
Brookstone Capital Management
Illinois
$410K
MS
648
Maven Securities
Jersey
$410K
CPA
649
Capital Performance Advisors
California
$409K
CFB
650
Cullen/Frost Bankers
Texas
$408K