XEL icon

Xcel Energy

1,159 hedge funds and large institutions have $43.4B invested in Xcel Energy in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 466 increasing their positions, 323 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,159
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$136M
Puts
$64.7M
Net Calls
Net Calls Change

Top Buyers

1 +$235M
2 +$217M
3 +$209M
4
Barclays
Barclays
United Kingdom
+$173M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$161M

Top Sellers

1 -$300M
2 -$83.8M
3 -$79.2M
4
ZP
Zimmer Partners
New York
-$78.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
626
Aprio Wealth Management
Georgia
$508K
LCGC
627
Legacy Capital Group California
California
$507K
SWP
628
Significant Wealth Partners
Illinois
$507K
SIAG
629
Safeguard Investment Advisory Group
California
$505K
FFA
630
First Foundation Advisors
California
$504K
SWM
631
Segment Wealth Management
Texas
$500K
AIM
632
Aigen Investment Management
New York
$496K
IAIM
633
International Assets Investment Management
Florida
$495K
CAG
634
Csenge Advisory Group
Florida
$494K
AUB
635
Atlantic Union Bankshares
Virginia
$493K
Vontobel Holding
636
Vontobel Holding
Switzerland
$491K
HBT
637
Hills Bank & Trust
Iowa
$488K
GIM
638
Goelzer Investment Management
Indiana
$488K
AF
639
Affiance Financial
Minnesota
$483K
PPC
640
Park Place Capital
Alabama
$483K
PCS
641
Personal CFO Solutions
New Jersey
$481K
PFP
642
Pinnacle Financial Partners
Tennessee
$472K
FTWA
643
Fifth Third Wealth Advisors
Ohio
$469K
SLI
644
Sumitomo Life Insurance
Japan
$469K
CPA
645
Capital Performance Advisors
California
$463K
KPPF
646
Klein Pavlis & Peasley Financial
California
$462K
CI
647
Cigna Investments
Connecticut
$457K
FNBTCON
648
First National Bank & Trust Co of Newtown
Pennsylvania
$452K
SHFA
649
SC&H Financial Advisors
Maryland
$451K
AFS
650
Access Financial Services
Minnesota
$451K