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Xcel Energy

1,171 hedge funds and large institutions have $43.5B invested in Xcel Energy in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 473 increasing their positions, 327 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
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
CBT
801
CoreFirst Bank & Trust
Kansas
$272K
MAM
802
Mystic Asset Management
Rhode Island
$270K
HR
803
Howe & Rusling
New York
$270K
BTW
804
Boston Trust Walden
Massachusetts
$270K
GPW
805
Genesis Private Wealth
Virginia
$268K
KIA
806
Knollwood Investment Advisory
Maryland
$268K
QL
807
Quarry LP
New York
$267K
AWM
808
Avior Wealth Management
Nebraska
$267K
ST
809
Smithfield Trust
Pennsylvania
$266K
HW
810
Hancock Whitney
Mississippi
$265K
BWA
811
Boulder Wealth Advisors
Colorado
$264K
PIMG
812
Patriot Investment Management Group
Tennessee
$263K
AWAG
813
ARS Wealth Advisors Group
Florida
$263K
SS
814
Sunbelt Securities
Texas
$262K
OAM
815
Occidental Asset Management
California
$261K
EWA
816
Exencial Wealth Advisors
Oklahoma
$261K
PWG
817
Portside Wealth Group
Utah
$261K
PWP
818
Phillips Wealth Planners
Mississippi
$261K
CWM
819
Centric Wealth Management
Illinois
$258K
CAMV
820
Concord Asset Management (Virginia)
Virginia
$258K
PFM
821
Patton Fund Management
Texas
$257K
AG
822
Advocate Group
Minnesota
$257K
GM
823
GeoWealth Management
Illinois
$257K
LFG
824
Leverty Financial Group
Wisconsin
$255K
ACP
825
Aviance Capital Partners
Florida
$255K