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Xcel Energy

1,262 hedge funds and large institutions have $44.4B invested in Xcel Energy in 2026 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 472 increasing their positions, 445 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 88

22% more call options, than puts

Call options by funds: $107M | Put options by funds: $87.7M

9% more capital invested

Capital invested by funds: $40.8B → $44.4B (+$3.59B)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

1% more funds holding

Funds holding: 1,2461,262 (+16)

6% more repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 445

3.81% less ownership

Funds ownership: 93.38%89.57% (-3.8%)

Holders
1,262
Holders Change
+16
Holders Change %
+1.28%
% of All Funds
15.55%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.21%
New
127
Increased
472
Reduced
445
Closed
88
Calls
$107M
Puts
$87.7M
Net Calls
+$19.7M
Net Calls Change
+$43.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
726
SouthState Corp
Florida
$392K +$89.8K +1,145 +30%
OWP
727
Obermeyer Wealth Partners
Colorado
$391K -$12.6K -160 -3%
AC
728
Apella Capital
Connecticut
$389K +$53.1K +677 +16%
BRWA
729
B. Riley Wealth Advisors
Florida
$387K -$33.8K -431 -8%
AF
730
Alerus Financial
North Dakota
$386K
CIS
731
Capital International Sarl
California
$381K +$376K +4,791 New
IAIM
732
International Assets Investment Management
Florida
$380K -$12.7K -162 -3%
VVP
733
Venture Visionary Partners
Ohio
$379K -$39.2K -500 -9%
WIM
734
Warwick Investment Management
Texas
$378K -$26.4K -337 -7%
SFS
735
Sowell Financial Services
Arkansas
$376K +$46.4K +592 +14%
JSW
736
Journey Strategic Wealth
New Jersey
$376K +$119K +1,514 +47%
BFG
737
Birch Financial Group
New Hampshire
$375K +$68.1K +868 +23%
PFW
738
Petros Family Wealth
Minnesota
$375K -$78.4K -1,000 -17%
IA
739
IFP Advisors
Florida
$374K -$188K -2,402 -34%
CA
740
Clearstead Advisors
Ohio
$374K -$124K -1,583 -25%
MWM
741
MorganRosel Wealth Management
Colorado
$373K
BWM
742
Buska Wealth Management
Wisconsin
$372K +$2.75K +35 +0.8%
MCM
743
MAI Capital Management
Ohio
$371K +$44.3K +565 +14%
PWP
744
Principle Wealth Partners
Connecticut
$370K +$10.9K +139 +3%
FGAM
745
Financial Gravity Asset Management
Texas
$370K +$61.6K +785 +20%
FHC
746
First Horizon Corporation
Tennessee
$369K -$15.4K -196 -4%
ISFAN
747
Investor's Fiduciary Advisor Network
Washington
$368K +$364K +4,645 New
AFS
748
Access Financial Services
Minnesota
$366K -$7.29K -93 -2%
NA
749
Nautilus Advisors
California
$366K +$2.75K +35 +0.8%
CA
750
Claro Advisors
Massachusetts
$365K +$4.94K +63 +1%