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Xcel Energy

1,184 hedge funds and large institutions have $43.5B invested in Xcel Energy in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 481 increasing their positions, 328 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $136M | Put options by funds: $64.7M

89% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 79

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

47% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 328

24% more capital invested

Capital invested by funds: $35.1B → $43.5B (+$8.36B)

5% more funds holding

Funds holding: 1,1321,184 (+52)

2.26% more ownership

Funds ownership: 88.93%91.19% (+2.3%)

Holders
1,184
Holders Change
+52
Holders Change %
+4.59%
% of All Funds
15.54%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
149
Increased
481
Reduced
328
Closed
79
Calls
$136M
Puts
$64.7M
Net Calls
+$71.3M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
651
Personal CFO Solutions
New Jersey
$481K +$3.25K +45 +0.8%
PFPT
652
Pinnacle Financial Partners (Tennessee)
Tennessee
$472K +$35.7K +493 +9%
FTWA
653
Fifth Third Wealth Advisors
Ohio
$469K +$118K +1,635 +39%
SLI
654
Sumitomo Life Insurance
Japan
$469K -$18.9K -261 -4%
SIA
655
SkyView Investment Advisors
New Jersey
$463K
CPA
656
Capital Performance Advisors
California
$463K +$19.6K +271 +5%
KPPF
657
Klein Pavlis & Peasley Financial
California
$462K +$414K +5,729 New
CI
658
Cigna Investments
Connecticut
$457K
FNBTCON
659
First National Bank & Trust Co of Newtown
Pennsylvania
$452K -$170K -2,347 -30%
SHFA
660
SC&H Financial Advisors
Maryland
$451K
AFS
661
Access Financial Services
Minnesota
$451K -$9.33K -129 -2%
EWM
662
Empirical Wealth Management
Washington
$449K -$1.62M -22,327 -80%
WP
663
Waycross Partners
Kentucky
$448K
HSA
664
HBK Sorce Advisory
Pennsylvania
$447K -$22.8K -315 -5%
VAS
665
Vestmark Advisory Solutions
Massachusetts
$446K +$400K +5,526 New
EA
666
Everpar Advisors
Oklahoma
$441K -$2.31K -32 -0.6%
KIM
667
Kestra Investment Management
Texas
$437K -$453K -6,258 -54%
JHP
668
James Hambro & Partners
United Kingdom
$436K
SWM
669
Spire Wealth Management
Virginia
$435K -$13.7K -189 -3%
CAM
670
Carret Asset Management
New York
$435K
BHWM
671
Bar Harbor Wealth Management
New Hampshire
$435K
MNBTD
672
Moody National Bank Trust Division
Texas
$435K
KP
673
Keel Point
Alabama
$431K +$3.76K +52 +1%
LWM
674
Lakeridge Wealth Management
Ohio
$430K -$217 -3 -0.1%
BRWA
675
B. Riley Wealth Advisors
Florida
$430K -$11.1K -154 -3%

XEL Hedge Fund Activity: Q3 2025 in Review

1,184 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q3 2025, worth a combined $43.5B — up 24% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new XEL positions and 79 closed out — a net gain of 70 holders — while 481 added to existing stakes and 328 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $211M. The largest seller was T. Rowe Price Associates, cutting an estimated $269M.

  • 1,184 institutional investors held Xcel Energy (XEL) as of Q3 2025, up from 1,132 in Q2 2025.
  • Funds reported $43.5B of Xcel Energy stock for Q3 2025, up 24% quarter-over-quarter.
  • 149 funds opened new Xcel Energy positions in Q3 2025 and 79 closed out, a net change of +70 holders.
  • The largest Xcel Energy buyer in Q3 2025 was Goldman Sachs, an estimated $211M added.
  • The largest Xcel Energy seller in Q3 2025 was T. Rowe Price Associates, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2025.