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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 %
NRD
776
Nebula Research & Development
New York
$248K +$248K +3,648 New
Fidelity International
777
Fidelity International
Bermuda
$247K +$247K +3,634 New
IC
778
IEQ Capital
California
$247K -$4.75M -69,777 -95%
BTWM
779
Brass Tax Wealth Management
Ohio
$247K +$1.91K +28 +0.8%
S
780
Sunpointe
Missouri
$246K +$1.1K +16 +0.4%
LCM
781
Lazari Capital Management
California
$246K +$477 +7 +0.2%
PA
782
PFG Advisors
Arizona
$245K +$5.79K +85 +2%
CIAS
783
CFS Investment Advisory Services
New Jersey
$244K +$28.1K +413 +13%
FFG
784
Fortress Financial Group
Minnesota
$243K +$1.98K +29 +0.8%
LCM
785
LCM Capital Management
Illinois
$243K +$10K +147 +4%
AWM
786
Accel Wealth Management
Iowa
$243K +$16.7K +245 +7%
GWMR
787
GC Wealth Management RIA
Massachusetts
$243K +$243K +3,562 New
UB
788
UMB Bank
Missouri
$242K +$2.04K +30 +0.9%
EGWAG
789
Elwood & Goetz Wealth Advisory Group
Georgia
$241K +$241K +3,542 New
GSWA
790
Good Steward Wealth Advisors
Tennessee
$240K -$213K -3,132 -47%
HC
791
Hoese & Co
Minnesota
$238K +$237K +3,480 +17,400%
GF
792
Gries Financial
Ohio
$238K -$13.3K -195 -5%
G
793
GenTrust
Florida
$236K -$10.3K -150 -4%
LS
794
Livforsakringsbolaget Skandia
Sweden
$235K – – –
AWM
795
Avior Wealth Management
Nebraska
$235K +$68 +1 +0%
AFG
796
Atomi Financial Group
New York
$235K +$5.65K +83 +2%
GDP
797
Great Diamond Partners
Maine
$234K +$234K +3,442 New
TC
798
TwinBeech Capital
New York
$234K -$712K -10,451 -75%
CTA
799
Chesley Taft & Associates
Illinois
$234K +$4.09K +60 +2%
IC
800
Iconiq Capital
California
$233K +$4.84K +71 +2%
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