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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 %
WCM
801
Windsor Capital Management
Arizona
$233K +$1.5K +22 +0.6%
BWP
802
BlueStem Wealth Partners
Minnesota
$232K +$1.91K +28 +0.8%
FNBSF
803
First National Bank Sioux Falls
South Dakota
$232K – – –
PFSC
804
Peoples Financial Services Corp
Pennsylvania
$232K – – –
CAS
805
CTC Alternative Strategies
Illinois
$232K +$232K +3,400 New
CWM
806
Centric Wealth Management
Illinois
$231K – – –
LWANC
807
Laurel Wealth Advisors (North Carolina)
North Carolina
$230K +$227K +15,433 +6,710%
PA
808
PharVision Advisers
Florida
$230K +$230K +3,373 New
CBT
809
CoreFirst Bank & Trust
Kansas
$229K – – –
VFG
810
Victory Financial Group
Texas
$229K +$229K +3,366 New
GPW
811
Genesis Private Wealth
Virginia
$229K +$272 +4 +0.1%
MAM
812
Mystic Asset Management
Rhode Island
$228K – – –
BTW
813
Boston Trust Walden
Massachusetts
$228K – – –
HR
814
Howe & Rusling
New York
$227K +$68 +1 +0%
JWM
815
JPL Wealth Management
Colorado
$227K +$545 +8 +0.2%
HW
816
Hancock Whitney
Mississippi
$227K +$227K +3,331 New
KIA
817
Knollwood Investment Advisory
Maryland
$226K – – –
MA
818
Mutual Advisors
Nebraska
$226K +$12.5K +172 +6%
PWP
819
Phillips Wealth Planners
Mississippi
$225K +$6.55K +97 +3%
ST
820
Smithfield Trust
Pennsylvania
$224K – – –
FA
821
FDx Advisors
Illinois
$223K -$8.32K -122 -4%
PIMG
822
Patriot Investment Management Group
Tennessee
$222K +$222K +3,267 New
AWAG
823
ARS Wealth Advisors Group
Florida
$222K +$222K +3,261 New
IAN
824
Integrated Advisors Network
Texas
$220K -$2.61M -38,305 -92%
OAM
825
Occidental Asset Management
California
$220K +$341 +5 +0.2%
31 32
33
34 35