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Xcel Energy

1,121 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
Holders
1,121
Holders Change
+20
Holders Change %
+1.82%
% of All Funds
15.23%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
126
Increased
417
Reduced
360
Closed
84
Calls
$173M
Puts
$36.3M
Net Calls
+$137M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
FIA
751
Foundations Investment Advisors
Arizona
$281K +$281K +3,966 New
AF
752
Alerus Financial
North Dakota
$280K +$280K +3,961 New
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 +$276K +3,895 New
RCM
757
RNC Capital Management
California
$275K +$637 +9 +0.2%
KA
758
Kozak & Associates
Colorado
$275K -$16.3K -230 -6%
APW
759
Austin Private Wealth
Texas
$275K +$1.84K +26 +0.7%
IA
760
Integrity Alliance
Iowa
$274K +$274K +3,874 New
NW
761
NewEdge Wealth
Pennsylvania
$273K +$4.39K +62 +2%
JFA
762
JNBA Financial Advisors
Minnesota
$272K -$12.1K -171 -4%
OFS
763
OneAscent Financial Services
Alabama
$272K +$1.28K +18 +0.5%
TLFA
764
True Link Financial Advisors
California
$271K +$271K +3,826 New
PCI
765
Planning Center Inc
Illinois
$269K
EFS
766
Essex Financial Services
Connecticut
$269K +$17.8K +252 +7%
FPWM
767
FSB Premier Wealth Management
Iowa
$269K -$5.17K -73 -2%
HL
768
HeadInvest LLC
Maine
$269K -$5.73K -81 -2%
PFP
769
Pinnacle Financial Partners
Tennessee
$267K +$267K +3,778 New
LC
770
Lindbrook Capital
California
$267K +$92.8K +1,311 +53%
VVP
771
Venture Visionary Partners
Ohio
$264K +$3.4K +48 +1%
CGL
772
Clarius Group LLC
Washington
$262K -$2.83K -40 -1%
GF
773
Gries Financial
Ohio
$261K -$2.19K -31 -0.8%
SWM
774
Scissortail Wealth Management
Oklahoma
$258K
MGIA
775
Moneta Group Investment Advisors
Missouri
$257K -$18.8K -265 -7%