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Xcel Energy
XEL

Overview Fund Activity

1,117 hedge funds and large institutions have $34.9B invested in Xcel Energy in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 454 increasing their positions, 353 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
14.97%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
112
Increased
454
Reduced
353
Closed
99
Calls
$191M
Puts
$75.2M
Net Calls
+$115M
Net Calls Change
-$21.2M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$851M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$397M
3
Bank of America
Bank of America
North Carolina
+$147M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$119M
5
Invesco
Invesco
Georgia
+$113M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$219M
2
Millennium Management
Millennium Management
New York
-$142M
3
ECM
ExodusPoint Capital Management
New York
-$135M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$69.1M
5
Barclays
Barclays
United Kingdom
-$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KP
676
Keel Point
Alabama
$361K +$149K +2,188 +70%
PP
677
PrairieView Partners
Minnesota
$359K – – –
CIA
678
Capital Investment Advisors
Georgia
$354K +$34.6K +508 +11%
CRWM
679
Castle Rock Wealth Management
California
$354K – – –
HT
680
Heritage Trust
Oklahoma
$354K -$68.5K -1,006 -16%
VFPW
681
Vantage Financial Partners (Wisconsin)
Wisconsin
$353K – – –
SYBT
682
Stock Yards Bank & Trust
Kentucky
$352K -$57.1K -838 -14%
NA
683
Nautilus Advisors
California
$350K – – –
ACI
684
Alpha Cubed Investments
California
$347K +$81.5K +1,197 +31%
OWP
685
Obermeyer Wealth Partners
Colorado
$346K +$23.6K +347 +7%
FIM
686
Freedom Investment Management
Connecticut
$344K -$69.5K -1,021 -17%
WG
687
Welch Group
Alabama
$340K – – –
PTC
688
Private Trust Company
Ohio
$338K -$30.8K -453 -8%
RWM
689
Ritholtz Wealth Management
New York
$338K +$8.17K +120 +2%
MFIM
690
Mesirow Financial Investment Management
Illinois
$337K +$64.1K +941 +23%
BJL
691
Brighton Jones LLC
Washington
$335K -$1.16K -17 -0.3%
FMII
692
Farmers & Merchants Investments Inc
Nebraska
$332K -$6.74K -99 -2%
TC
693
TownSquare Capital
Utah
$331K -$2.23M -32,713 -87%
WIM
694
Warwick Investment Management
Texas
$329K +$329K +4,830 New
CRC
695
Curi RMB Capital
Illinois
$328K +$328K +4,771 New
RAG
696
RIA Advisory Group
Iowa
$325K +$325K +4,769 New
AWM
697
Aprio Wealth Management
Georgia
$323K +$323K +4,745 New
CWP
698
Concord Wealth Partners
Virginia
$323K – – –
CAMV
699
Concord Asset Management (Virginia)
Virginia
$323K +$105K +1,544 +48%
PCIA
700
Prime Capital Investment Advisors
Kansas
$321K -$138K -2,026 -30%
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