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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
14.98%
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 %
MWM
701
MorganRosel Wealth Management
Colorado
$320K +$320K +4,700 New
AIMC
702
Alley Investment Management Company
Illinois
$319K -$27.7K -407 -8%
FGC
703
Financial Gravity Companies
Texas
$317K +$317K +4,652 New
GL
704
Graypoint LLC
New York
$316K +$25.5K +375 +9%
BWM
705
Buska Wealth Management
Wisconsin
$316K +$38.3K +562 +14%
WC
706
Waterloo Capital
Texas
$314K +$6.67K +98 +2%
FCFC
707
First Commonwealth Financial Corp
Pennsylvania
$311K – – –
MHR
708
Matthew Hamilton Rosenberg
$310K +$134K +1,971 +76%
PA
709
Prossimo Advisors
California
$310K +$115K +1,693 +59%
FAN
710
Financial Advisors Network
California
$310K +$30.4K +446 +11%
AA
711
Advisory Alpha
Michigan
$310K +$2.11K +31 +0.7%
CA
712
Claro Advisors
Massachusetts
$309K -$53.7K -788 -15%
PAG
713
Poinciana Advisors Group
Florida
$308K – – –
WFI
714
West Family Investments
California
$308K +$308K +4,520 New
CJH
715
Christopher J. Hasenberg
Wisconsin
$307K – – –
PWP
716
Principle Wealth Partners
Connecticut
$306K – – –
MCM
717
Manchester Capital Management
Vermont
$305K -$16.4K -241 -5%
SC
718
SouthState Corp
Florida
$305K -$7.22K -106 -2%
TWM
719
Trueblood Wealth Management
Ohio
$304K – – –
VCM
720
Voleon Capital Management
California
$302K +$302K +4,437 New
RWA
721
Redhawk Wealth Advisors
Minnesota
$295K -$4.63K -68 -2%
CI
722
Conning Inc
Connecticut
$294K -$5.18K -76 -2%
HIS
723
Horizon Investment Services
Indiana
$294K -$17.8K -262 -6%
ONB
724
Old National Bancorp
Indiana
$293K +$293K +4,306 New
GS
725
GTS Securities
New York
$293K -$987K -14,496 -77%
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