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Xcel Energy

1,262 hedge funds and large institutions have $44.4B invested in Xcel Energy in 2026 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 472 increasing their positions, 445 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 88

22% more call options, than puts

Call options by funds: $107M | Put options by funds: $87.7M

9% more capital invested

Capital invested by funds: $40.8B → $44.4B (+$3.59B)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

1% more funds holding

Funds holding: 1,2461,262 (+16)

6% more repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 445

3.81% less ownership

Funds ownership: 93.38%89.57% (-3.8%)

Holders
1,262
Holders Change
+16
Holders Change %
+1.28%
% of All Funds
15.55%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.21%
New
127
Increased
472
Reduced
445
Closed
88
Calls
$107M
Puts
$87.7M
Net Calls
+$19.7M
Net Calls Change
+$43.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
626
Laraway Financial Advisors
Minnesota
$624K
DFCM
627
Dark Forest Capital Management
Puerto Rico
$621K +$613K +7,817 New
BCM
628
Brookstone Capital Management
Illinois
$620K -$387K -4,935 -39%
WIA
629
World Investment Advisors
California
$619K -$103K -1,313 -14%
MGWM
630
Marks Group Wealth Management
Minnesota
$616K +$42.2K +538 +7%
PA
631
Parallel Advisors
California
$616K +$51K +650 +9%
SWA
632
SFMG Wealth Advisors
Texas
$610K
FA
633
Fiduciary Alliance
South Carolina
$601K +$4.08K +52 +0.7%
KIA
634
KCM Investment Advisors
California
$600K +$11K +140 +2%
LWA
635
Lifelong Wealth Advisors
Minnesota
$598K -$7.61K -97 -1%
SCA
636
Stonebridge Capital Advisors
Minnesota
$597K -$4.16K -53 -0.7%
PWM
637
Perigon Wealth Management
California
$596K -$784 -10 -0.1%
OC
638
Oarsman Capital
Wisconsin
$596K -$7.84K -100 -1%
CFA
639
Cahill Financial Advisors
Minnesota
$596K -$2.04K -26 -0.3%
IP
640
Interval Partners
New York
$589K +$581K +7,413 New
LFAS
641
Level Four Advisory Services
Texas
$588K +$8.31K +106 +1%
GIM
642
Goelzer Investment Management
Indiana
$587K -$7.84K -100 -1%
CCA
643
Checchi Capital Advisers
California
$587K +$71.4K +910 +14%
RA
644
RFG Advisory
Alabama
$584K -$21.6K -276 -4%
CI
645
CX Institutional
Indiana
$583K +$2.43K +31 +0.4%
DB
646
Danske Bank
Denmark
$580K
HCM
647
Howard Capital Management
Georgia
$577K -$806K -10,281 -59%
PCS
648
Personal CFO Solutions
New Jersey
$567K +$42.5K +542 +8%
PGFC
649
Peapack-Gladstone Financial Corp
New Jersey
$564K +$557K +7,097 New
NIM
650
Nicollet Investment Management
Minnesota
$557K