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Xcel Energy

1,171 hedge funds and large institutions have $43.5B invested in Xcel Energy in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 473 increasing their positions, 327 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$136M
Puts
$64.7M
Net Calls
Net Calls Change

Top Buyers

1 +$235M
2 +$217M
3 +$209M
4
Barclays
Barclays
United Kingdom
+$173M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$161M

Top Sellers

1 -$300M
2 -$83.8M
3 -$79.2M
4
ZP
Zimmer Partners
New York
-$78.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
701
Concord Wealth Partners
Virginia
$383K
FAN
702
Financial Advisors Network
California
$380K
MWM
703
MorganRosel Wealth Management
Colorado
$379K
BWM
704
Buska Wealth Management
Wisconsin
$377K
MFIM
705
Mesirow Financial Investment Management
Illinois
$376K
EB
706
Eastern Bank
Massachusetts
$374K
PCIA
707
Prime Capital Investment Advisors
Kansas
$373K
WFI
708
West Family Investments
California
$367K
FCFC
709
First Commonwealth Financial Corp
Pennsylvania
$367K
CA
710
Claro Advisors
Massachusetts
$365K
PAG
711
Poinciana Advisors Group
Florida
$365K
PWP
712
Principle Wealth Partners
Connecticut
$362K
FCB
713
First County Bank
Connecticut
$360K
ECM
714
Evergreen Capital Management
Washington
$358K
HIS
715
Horizon Investment Services
Indiana
$357K
AA
716
Advisory Alpha
Michigan
$357K
TWM
717
Trueblood Wealth Management
Ohio
$354K
ECM
718
Eisler Capital Management
United Kingdom
$353K
FRA
719
Frank Rimerman Advisors
California
$352K
APW
720
Aventura Private Wealth
Florida
$352K
GAM
721
Gotham Asset Management
New York
$349K
FBFS
722
First Business Financial Services
Wisconsin
$348K
APA
723
Astoria Portfolio Advisors
New York
$346K
LP
724
LMR Partners
United Kingdom
$346K
CIAS
725
CFS Investment Advisory Services
New Jersey
$346K