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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
FFP
676
FourThought Financial Partners
Florida
$368K
VFPW
677
Vantage Financial Partners (Wisconsin)
Wisconsin
$367K
IF
678
Intrua Financial
Texas
$367K
AAS
679
Ameritas Advisory Services
Nebraska
$366K
NA
680
Nautilus Advisors
California
$364K
FPAS
681
Focus Partners Advisor Solutions
Missouri
$364K
AS
682
Altshuler Shaham
Israel
$362K
AIMC
683
Alley Investment Management Company
Illinois
$361K
SAG
684
SageView Advisory Group
California
$356K
SFS
685
Sowell Financial Services
Arkansas
$353K
FMII
686
Farmers & Merchants Investments Inc
Nebraska
$352K
PCM
687
Prelude Capital Management
New York
$351K
CFG
688
Citizens Financial Group
Rhode Island
$351K
LAM
689
Lummis Asset Management
Texas
$350K
BJL
690
Brighton Jones LLC
Washington
$349K
WG
691
Welch Group
Alabama
$348K
HIP
692
HUB Investment Partners
Texas
$347K
CRWM
693
Castle Rock Wealth Management
California
$347K
ECM
694
Evergreen Capital Management
Washington
$343K
RWM
695
Ritholtz Wealth Management
New York
$342K
NWAG
696
Net Worth Advisory Group
Utah
$337K
RFN
697
RDA Financial Network
Iowa
$336K
CWP
698
Concord Wealth Partners
Virginia
$336K
OWP
699
Obermeyer Wealth Partners
Colorado
$335K
MCM
700
Manchester Capital Management
Vermont
$334K