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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
FIA
751
Foundations Investment Advisors
Arizona
$281K
AF
752
Alerus Financial
North Dakota
$280K
PCMK
753
Paragon Capital Management (Kansas)
Kansas
$278K
DC
754
Dorval Corp
Minnesota
$277K
PAM
755
Peak Asset Management
Colorado
$276K
ACI
756
Alpha Cubed Investments
California
$276K
RCM
757
RNC Capital Management
California
$275K
KA
758
Kozak & Associates
Colorado
$275K
APW
759
Austin Private Wealth
Texas
$275K
IA
760
Integrity Alliance
Iowa
$274K
NW
761
NewEdge Wealth
Pennsylvania
$273K
JFA
762
JNBA Financial Advisors
Minnesota
$272K
OFS
763
OneAscent Financial Services
Alabama
$272K
TLFA
764
True Link Financial Advisors
California
$271K
PCI
765
Planning Center Inc
Illinois
$269K
EFS
766
Essex Financial Services
Connecticut
$269K
FPWM
767
FSB Premier Wealth Management
Iowa
$269K
HL
768
HeadInvest LLC
Maine
$269K
PFP
769
Pinnacle Financial Partners
Tennessee
$267K
LC
770
Lindbrook Capital
California
$267K
VVP
771
Venture Visionary Partners
Ohio
$264K
CGL
772
Clarius Group LLC
Washington
$262K
GF
773
Gries Financial
Ohio
$261K
SWM
774
Scissortail Wealth Management
Oklahoma
$258K
MGIA
775
Moneta Group Investment Advisors
Missouri
$257K