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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
CAI
776
Capital Advisors Inc
Oklahoma
$257K
G
777
GenTrust
Florida
$256K
LCM
778
Lazari Capital Management
California
$255K
BTWM
779
Brass Tax Wealth Management
Ohio
$255K
S
780
Sunpointe
Missouri
$254K
OAM
781
Oxford Asset Management
United Kingdom
$251K
FFG
782
Fortress Financial Group
Minnesota
$251K
SLG
783
Stanley-Laman Group
Pennsylvania
$251K
GS
784
GWN Securities
Florida
$250K
GAA
785
Global Assets Advisory
Florida
$250K
UB
786
UMB Bank
Missouri
$250K
MW
787
Marcum Wealth
Ohio
$249K
HWA
788
Heritage Wealth Architects
Minnesota
$249K
PA
789
PFG Advisors
Arizona
$248K
AWM
790
Ariadne Wealth Management
California
$247K
EH
791
Equitable Holdings
New York
$246K
WANY
792
Wealthspire Advisors (New York)
New York
$246K
P
793
Pitcairn
Pennsylvania
$246K
PL
794
Perpetual Ltd
Australia
$245K
LS
795
Livforsakringsbolaget Skandia
Sweden
$245K
AWM
796
Avior Wealth Management
Nebraska
$245K
LCM
797
LCM Capital Management
Illinois
$242K
FS
798
Financially Speaking
Colorado
$241K
FNBSF
799
First National Bank Sioux Falls
South Dakota
$241K
PFSC
800
Peoples Financial Services Corp
Pennsylvania
$241K