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Xcel Energy

1,123 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, 456 increasing their positions, 355 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$191M
Puts
$75.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
626
First Horizon Advisors
Tennessee
$428K
BAM
627
Blueshift Asset Management
New Jersey
$427K
SIAG
628
Safeguard Investment Advisory Group
California
$427K
EFS
629
Essex Financial Services
Connecticut
$426K
AWA
630
Aaron Wealth Advisors
Illinois
$425K
CFG
631
Copley Financial Group
California
$425K
SAM
632
Smartleaf Asset Management
Massachusetts
$423K
MYIA
633
Mount Yale Investment Advisors
Colorado
$417K
SLI
634
Sumitomo Life Insurance
Japan
$414K
AF
635
Affiance Financial
Minnesota
$413K
SWM
636
Segment Wealth Management
Texas
$413K
VSQM
637
V-Square Quantitative Management
Illinois
$413K
PPC
638
Park Place Capital
Alabama
$413K
GIM
639
Goelzer Investment Management
Indiana
$412K
PCS
640
Personal CFO Solutions
New Jersey
$403K
SSWM
641
Sheets Smith Wealth Management
North Carolina
$401K
VVP
642
Venture Visionary Partners
Ohio
$400K
QC
643
Quaero Capital
Switzerland
$400K
NWAG
644
Net Worth Advisory Group
Utah
$400K
HBT
645
Hills Bank & Trust
Iowa
$395K
LF
646
Lantz Financial
Illinois
$394K
HSA
647
HBK Sorce Advisory
Pennsylvania
$393K
GAM
648
Gotham Asset Management
New York
$392K
KMWM
649
Keudell/Morrison Wealth Management
Oregon
$391K
SWP
650
Stratos Wealth Partners
Ohio
$391K