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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
KMWM
651
Keudell/Morrison Wealth Management
Oregon
$407K
HSA
652
HBK Sorce Advisory
Pennsylvania
$406K
SIA
653
SkyView Investment Advisors
New Jersey
$406K
SWP
654
Significant Wealth Partners
Illinois
$405K
SSB
655
Sandy Spring Bank
Maryland
$404K
LF
656
Lantz Financial
Illinois
$404K
HH
657
Hilltop Holdings
Texas
$399K
BWM
658
BNC Wealth Management
Oregon
$398K
SHFA
659
SC&H Financial Advisors
Maryland
$396K
LWM
660
Lakeridge Wealth Management
Ohio
$395K
VSQM
661
V-Square Quantitative Management
Illinois
$394K
PTC
662
Private Trust Company
Ohio
$384K
EA
663
Everpar Advisors
Oklahoma
$384K
JHP
664
James Hambro & Partners
United Kingdom
$382K
DAS
665
Diversify Advisory Services
Utah
$382K
CAM
666
Carret Asset Management
New York
$382K
BHWM
667
Bar Harbor Wealth Management
New Hampshire
$381K
SAF
668
Smith Anglin Financial
Texas
$381K
TWP
669
Tyche Wealth Partners
Texas
$380K
CA
670
Claro Advisors
Massachusetts
$376K
ISL
671
Ingalls & Snyder LLC
New York
$376K
PP
672
PrairieView Partners
Minnesota
$373K
SWP
673
Sagespring Wealth Partners
Tennessee
$371K
CA
674
Clearstead Advisors
Ohio
$369K
MNBTD
675
Moody National Bank Trust Division
Texas
$368K