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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
CIA
701
Capital Investment Advisors
Georgia
$332K
NAM
702
NorthCrest Asset Manangement
Minnesota
$330K
FGAM
703
Financial Gravity Asset Management
Texas
$329K
WIA
704
World Investment Advisors
California
$327K
SC
705
SouthState Corp
Florida
$325K
HIS
706
Horizon Investment Services
Indiana
$325K
FCFC
707
First Commonwealth Financial Corp
Pennsylvania
$324K
MPM
708
MBB Public Markets
Illinois
$321K
PAG
709
Poinciana Advisors Group
Florida
$320K
AA
710
Advisory Alpha
Michigan
$320K
WC
711
Waterloo Capital
Texas
$319K
CJH
712
Christopher J. Hasenberg
Wisconsin
$319K
PWP
713
Principle Wealth Partners
Connecticut
$318K
TWM
714
Trueblood Wealth Management
Ohio
$316K
GFM
715
GEN Financial Management
Minnesota
$316K
OL
716
Optas LLC
Texas
$313K
RWA
717
Redhawk Wealth Advisors
Minnesota
$312K
CI
718
Conning Inc
Connecticut
$311K
CAM
719
Cidel Asset Management
Ontario, Canada
$309K
MYIA
720
Mount Yale Investment Advisors
Colorado
$308K
MOS
721
MGO One Seven
Ohio
$308K
SWM
722
Segment Wealth Management
Texas
$305K
BBNA
723
Bremer Bank National Association
Minnesota
$305K
AFW
724
Atlantic Family Wealth
Florida
$302K
GL
725
Graypoint LLC
New York
$302K