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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
CAM
726
Centre Asset Management
New York
$299K
TWA
727
TCI Wealth Advisors
Arizona
$296K
OR
728
Olympiad Research
Connecticut
$296K
FBFS
729
First Business Financial Services
Wisconsin
$295K
FTWA
730
Fifth Third Wealth Advisors
Ohio
$294K
BPW
731
Bingham Private Wealth
California
$294K
KA
732
Kure Advisory
Minnesota
$293K
WB
733
WesBanco Bank
West Virginia
$293K
PWH
734
Priebe Wealth Holdings
Minnesota
$292K
JIC
735
Johnson Investment Counsel
Ohio
$292K
MLA
736
My Legacy Advisors
Oregon
$291K
FAN
737
Financial Advisors Network
California
$291K
EGM
738
Engineers Gate Manager
New York
$290K
BWM
739
Buska Wealth Management
Wisconsin
$289K
RSVP
740
Ramsay Stattman Vela & Price
Colorado
$288K
WJWM
741
Williams Jones Wealth Management
New York
$288K
PA
742
Parallel Advisors
California
$288K
MA
743
Montag & Associates
Georgia
$287K
CFO
744
Callan Family Office
Pennsylvania
$285K
MFIM
745
Mesirow Financial Investment Management
Illinois
$284K
CWM
746
Challenger Wealth Management
California
$283K
TCM
747
Triumph Capital Management
Colorado
$283K
WI
748
WrapManager Inc
California
$283K
ACP
749
Aveo Capital Partners
Colorado
$281K
PMSA
750
Patrick M. Sweeney & Associates
Illinois
$281K