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Xcel Energy
XEL

Overview Fund Activity

1,117 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, 454 increasing their positions, 353 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
14.98%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
112
Increased
454
Reduced
353
Closed
99
Calls
$191M
Puts
$75.2M
Net Calls
+$115M
Net Calls Change
-$21.2M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$851M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$397M
3
Bank of America
Bank of America
North Carolina
+$147M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$119M
5
Invesco
Invesco
Georgia
+$113M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$219M
2
Millennium Management
Millennium Management
New York
-$142M
3
ECM
ExodusPoint Capital Management
New York
-$135M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$69.1M
5
Barclays
Barclays
United Kingdom
-$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
651
SkyView Investment Advisors
New Jersey
$389K – – –
AUB
652
Atlantic Union Bankshares
Virginia
$389K +$389K +5,710 New
CFB
653
Cullen/Frost Bankers
Texas
$387K -$5.11K -75 -1%
TSS
654
Two Sigma Securities
New York
$387K +$387K +5,683 New
CI
655
Cigna Investments
Connecticut
$386K -$9.13K -134 -2%
SHFA
656
SC&H Financial Advisors
Maryland
$381K – – –
SWM
657
Spire Wealth Management
Virginia
$380K -$106K -1,554 -22%
FIA
658
Foundations Investment Advisors
Arizona
$379K +$109K +1,596 +40%
WP
659
Waycross Partners
Kentucky
$378K +$378K +5,550 New
EA
660
Everpar Advisors
Oklahoma
$375K +$5.99K +88 +2%
BCM
661
Bayesian Capital Management
New York
$375K +$375K +5,500 New
IF
662
Intrua Financial
Texas
$374K +$20.5K +301 +6%
BRWA
663
B. Riley Wealth Advisors
Florida
$374K +$374K +5,485 New
CPA
664
Capital Performance Advisors
California
$372K -$20.8K -306 -5%
FCB
665
First County Bank
Connecticut
$369K -$152K -2,226 -29%
SAF
666
Smith Anglin Financial
Texas
$369K +$3K +44 +0.8%
SWP
667
Significant Wealth Partners
Illinois
$369K -$20K -294 -5%
JHP
668
James Hambro & Partners
United Kingdom
$368K – – –
CAM
669
Carret Asset Management
New York
$367K – – –
BHWM
670
Bar Harbor Wealth Management
New Hampshire
$367K – – –
MNBTD
671
Moody National Bank Trust Division
Texas
$367K +$12.5K +184 +4%
HIP
672
HUB Investment Partners
Texas
$364K +$29.7K +436 +9%
LWM
673
Lakeridge Wealth Management
Ohio
$364K -$15.9K -234 -4%
TWP
674
Tyche Wealth Partners
Texas
$363K -$2.32K -34 -0.6%
ISL
675
Ingalls & Snyder LLC
New York
$361K -$681 -10 -0.2%
25 26
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28 29