XEL icon

Xcel Energy
XEL

Overview Fund Activity

1,117 hedge funds and large institutions have $34.9B invested in Xcel Energy in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 454 increasing their positions, 353 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
14.98%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
112
Increased
454
Reduced
353
Closed
99
Calls
$191M
Puts
$75.2M
Net Calls
+$115M
Net Calls Change
-$21.2M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$851M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$397M
3
Bank of America
Bank of America
North Carolina
+$147M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$119M
5
Invesco
Invesco
Georgia
+$113M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$219M
2
Millennium Management
Millennium Management
New York
-$142M
3
ECM
ExodusPoint Capital Management
New York
-$135M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$69.1M
5
Barclays
Barclays
United Kingdom
-$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
751
OneAscent Financial Services
Alabama
$266K +$3.02K +44 +1%
HWA
752
Heritage Wealth Architects
Minnesota
$266K +$26.4K +387 +11%
KA
753
Kozak & Associates
Colorado
$266K +$1.97K +29 +0.7%
AF
754
Alerus Financial
North Dakota
$266K -$4.09K -60 -2%
RCM
755
RNC Capital Management
California
$265K +$545 +8 +0.2%
PAM
756
Peak Asset Management
Colorado
$265K – – –
DW30
757
Drucker Wealth 3.0
New Jersey
$265K +$265K +3,907 New
WI
758
WrapManager Inc
California
$264K -$7.83K -115 -3%
NW
759
NewEdge Wealth
Pennsylvania
$262K -$20K -273 -7%
JFA
760
JNBA Financial Advisors
Minnesota
$262K – – –
DC
761
Dorval Corp
Minnesota
$262K – – –
PCI
762
Planning Center Inc
Illinois
$259K – – –
FS
763
Financially Speaking
Colorado
$259K +$26.7K +392 +11%
MEAC
764
M.E. Allison & Co
Texas
$259K +$259K +3,800 New
FPWM
765
FSB Premier Wealth Management
Iowa
$259K – – –
APW
766
Austin Private Wealth
Texas
$257K -$6.81K -100 -3%
WJWM
767
Williams Jones Wealth Management
New York
$255K -$22.3K -328 -8%
KA
768
Kure Advisory
Minnesota
$253K -$29.3K -430 -10%
CGL
769
Clarius Group LLC
Washington
$252K +$68 +1 +0%
MPM
770
MBB Public Markets
Illinois
$252K -$56.5K -830 -18%
MGIA
771
Moneta Group Investment Advisors
Missouri
$252K +$4.15K +61 +2%
TLFA
772
True Link Financial Advisors
California
$250K -$10.2K -150 -4%
FCP
773
Fidelis Capital Partners
Florida
$250K +$3.3K +45 +1%
SWM
774
Scissortail Wealth Management
Oklahoma
$249K +$545 +8 +0.2%
OR
775
Olympiad Research
Connecticut
$248K -$36K -529 -13%
29 30
31
32 33