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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
AF
751
Affiance Financial
Minnesota
$365K
IF
752
Intrua Financial
Texas
$364K -$36.6K -466 -9%
CWP
753
Concord Wealth Partners
Virginia
$362K -$4.79K -61 -1%
CAM
754
Cidel Asset Management
Ontario, Canada
$361K +$43.3K +552 +14%
PAG
755
Poinciana Advisors Group
Florida
$359K
SFG
756
SageGuard Financial Group
Tennessee
$359K +$1.25K +16 +0.4%
EWM
757
Empirical Wealth Management
Washington
$359K +$63.3K +807 +22%
E
758
Evansbrook
Illinois
$358K
VFG
759
Victory Financial Group
Texas
$358K +$7.06K +90 +2%
GWP
760
Gateway Wealth Partners
Wisconsin
$355K +$350K +4,465 New
FRA
761
Frank Rimerman Advisors
California
$353K -$52.2K -666 -13%
AFG
762
Atomi Financial Group
New York
$352K -$17.5K -223 -5%
FNBTCON
763
First National Bank & Trust Co of Newtown
Pennsylvania
$352K -$92.5K -1,179 -21%
BB
764
Bell Bank
North Dakota
$349K -$35.1K -448 -9%
MFIM
765
Mesirow Financial Investment Management
Illinois
$347K +$784 +10 +0.2%
BWAM
766
Blue Water Asset Management
Michigan
$345K +$9.8K +125 +3%
LWP
767
LeClair Wealth Partners
Ohio
$345K +$341K +4,346 New
APW
768
Aventura Private Wealth
Florida
$343K
SW
769
Simplicity Wealth
New Jersey
$338K +$4.86K +62 +1%
AA
770
Advisory Alpha
Michigan
$338K -$6.04K -77 -2%
CAG
771
Crestwood Advisors Group
Massachusetts
$338K +$28.6K +365 +9%
PMSA
772
Patrick M. Sweeney & Associates
Illinois
$336K +$8.24K +105 +3%
TCM
773
Triumph Capital Management
Colorado
$333K +$6.67K +85 +2%
FBFS
774
First Business Financial Services
Wisconsin
$332K
RFN
775
RDA Financial Network
Iowa
$330K +$4K +51 +1%