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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

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
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107M
Puts
$87.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
676
Capital Performance Advisors
California
$478K
SLI
677
Sumitomo Life Insurance
Japan
$477K
BTI
678
Blue Trust Inc
Georgia
$475K
EAN
679
Excelsior Advisor Network
Colorado
$474K
AG
680
AlTi Global
New York
$472K
FFP
681
Freedom Financial Partners
Minnesota
$468K
SWM
682
Spire Wealth Management
Virginia
$467K
IWM
683
Integris Wealth Management
California
$462K
Twin Tree Management
684
Twin Tree Management
Texas
$457K
GWMR
685
GC Wealth Management RIA
Massachusetts
$451K
HIP
686
HUB Investment Partners
Texas
$449K
SWM
687
Segment Wealth Management
Texas
$448K
CI
688
Cigna Investments
Connecticut
$445K
SHFA
689
SC&H Financial Advisors
Maryland
$444K
KPPF
690
Klein Pavlis & Peasley Financial
California
$443K
WP
691
Waycross Partners
Kentucky
$441K
WC
692
Waterloo Capital
Texas
$438K
SC
693
Syon Capital
California
$438K
HIMC
694
Heritage Investors Management Corp
Maryland
$435K
TIAA Trust, National Association
695
TIAA Trust, National Association
North Carolina
$433K
TVPW
696
Third View Private Wealth
Connecticut
$433K
CIAS
697
CFS Investment Advisory Services
New Jersey
$430K
LWM
698
Lakeridge Wealth Management
Ohio
$430K
MNBTD
699
Moody National Bank Trust Division
Texas
$429K
CAM
700
Carret Asset Management
New York
$429K