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Xcel Energy

1,159 hedge funds and large institutions have $43.4B invested in Xcel Energy in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 466 increasing their positions, 323 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,159
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$136M
Puts
$64.7M
Net Calls
Net Calls Change

Top Buyers

1 +$235M
2 +$217M
3 +$209M
4
Barclays
Barclays
United Kingdom
+$173M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$161M

Top Sellers

1 -$300M
2 -$83.8M
3 -$79.2M
4
ZP
Zimmer Partners
New York
-$78.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HW
801
Hancock Whitney
Mississippi
$265K
BWA
802
Boulder Wealth Advisors
Colorado
$264K
PIMG
803
Patriot Investment Management Group
Tennessee
$263K
AWAG
804
ARS Wealth Advisors Group
Florida
$263K
SS
805
Sunbelt Securities
Texas
$262K
OAM
806
Occidental Asset Management
California
$261K
EWA
807
Exencial Wealth Advisors
Oklahoma
$261K
PWG
808
Portside Wealth Group
Utah
$261K
PWP
809
Phillips Wealth Planners
Mississippi
$261K
CWM
810
Centric Wealth Management
Illinois
$258K
CAMV
811
Concord Asset Management (Virginia)
Virginia
$258K
PFM
812
Patton Fund Management
Texas
$257K
AG
813
Advocate Group
Minnesota
$257K
GM
814
GeoWealth Management
Illinois
$257K
LFG
815
Leverty Financial Group
Wisconsin
$255K
ACP
816
Aviance Capital Partners
Florida
$255K
IG
817
IFS Group
Pennsylvania
$255K
UWM
818
USAdvisors Wealth Management
Minnesota
$254K
IA
819
Integrity Alliance
Iowa
$253K
AWE
820
Avidian Wealth Enterprises
Texas
$252K
DWM
821
Drive Wealth Management
Utah
$251K
ONB
822
Old National Bancorp
Indiana
$250K
CWP
823
Cyndeo Wealth Partners
Florida
$250K
CAG
824
Crestwood Advisors Group
Massachusetts
$250K
AA
825
Alta Advisers
United Kingdom
$249K