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Xcel Energy

1,121 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
Holders
1,121
Holders Change
+20
Holders Change %
+1.82%
% of All Funds
15.22%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
126
Increased
417
Reduced
360
Closed
84
Calls
$173M
Puts
$36.3M
Net Calls
+$137M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
701
Capital Investment Advisors
Georgia
$332K +$31.5K +445 +10%
NAM
702
NorthCrest Asset Manangement
Minnesota
$330K +$45.2K +638 +16%
FGAM
703
Financial Gravity Asset Management
Texas
$329K +$329K +4,652 New
WIA
704
World Investment Advisors
California
$327K +$8.49K +120 +3%
SC
705
SouthState Corp
Florida
$325K +$14.7K +207 +5%
HIS
706
Horizon Investment Services
Indiana
$325K +$24.6K +347 +8%
FCFC
707
First Commonwealth Financial Corp
Pennsylvania
$324K -$49.6K -700 -13%
MPM
708
MBB Public Markets
Illinois
$321K +$321K +4,529 New
PAG
709
Poinciana Advisors Group
Florida
$320K
AA
710
Advisory Alpha
Michigan
$320K -$1.13K -16 -0.4%
WC
711
Waterloo Capital
Texas
$319K +$319K +4,511 New
CJH
712
Christopher J. Hasenberg
Wisconsin
$319K +$6.93K +98 +2%
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 +$313K +4,416 New
RWA
717
Redhawk Wealth Advisors
Minnesota
$312K +$12.9K +182 +4%
CI
718
Conning Inc
Connecticut
$311K +$12.2K +172 +4%
CAM
719
Cidel Asset Management
Ontario, Canada
$309K
MYIA
720
Mount Yale Investment Advisors
Colorado
$308K -$22.7K -321 -7%
MOS
721
MGO One Seven
Ohio
$308K +$39.2K +553 +15%
SWM
722
Segment Wealth Management
Texas
$305K +$305K +4,307 New
BBNA
723
Bremer Bank National Association
Minnesota
$305K
AFW
724
Atlantic Family Wealth
Florida
$302K +$15.1K +213 +5%
GL
725
Graypoint LLC
New York
$302K +$17.6K +248 +6%