XEL icon

Xcel Energy

1,121 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
Holders
1,121
Holders Change
+20
Holders Change %
+1.82%
% of All Funds
15.22%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
126
Increased
417
Reduced
360
Closed
84
Calls
$173M
Puts
$36.3M
Net Calls
+$137M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
KMWM
651
Keudell/Morrison Wealth Management
Oregon
$407K +$7.58K +107 +2%
HSA
652
HBK Sorce Advisory
Pennsylvania
$406K -$11.7K -165 -3%
SIA
653
SkyView Investment Advisors
New Jersey
$406K +$406K +5,741 New
SWP
654
Significant Wealth Partners
Illinois
$405K +$59K +833 +17%
SSB
655
Sandy Spring Bank
Maryland
$404K -$13K -183 -3%
LF
656
Lantz Financial
Illinois
$404K +$4.67K +66 +1%
HH
657
Hilltop Holdings
Texas
$399K +$19K +269 +5%
BWM
658
BNC Wealth Management
Oregon
$398K +$398K +5,629 New
SHFA
659
SC&H Financial Advisors
Maryland
$396K
LWM
660
Lakeridge Wealth Management
Ohio
$395K +$1.63K +23 +0.4%
VSQM
661
V-Square Quantitative Management
Illinois
$394K -$5.73K -81 -1%
PTC
662
Private Trust Company
Ohio
$384K +$44.9K +634 +13%
EA
663
Everpar Advisors
Oklahoma
$384K -$32.8K -463 -8%
JHP
664
James Hambro & Partners
United Kingdom
$382K
DAS
665
Diversify Advisory Services
Utah
$382K +$382K +5,404 New
CAM
666
Carret Asset Management
New York
$382K
BHWM
667
Bar Harbor Wealth Management
New Hampshire
$381K
SAF
668
Smith Anglin Financial
Texas
$381K -$71 -1 -0%
TWP
669
Tyche Wealth Partners
Texas
$380K +$120K +1,689 +46%
CA
670
Claro Advisors
Massachusetts
$376K +$6.73K +95 +2%
ISL
671
Ingalls & Snyder LLC
New York
$376K -$23.5K -332 -6%
PP
672
PrairieView Partners
Minnesota
$373K +$4.03K +57 +1%
SWP
673
Sagespring Wealth Partners
Tennessee
$371K +$50.2K +709 +16%
CA
674
Clearstead Advisors
Ohio
$369K +$47.4K +670 +15%
MNBTD
675
Moody National Bank Trust Division
Texas
$368K