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Xcel Energy

1,262 hedge funds and large institutions have $44.4B invested in Xcel Energy in 2026 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 472 increasing their positions, 445 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 1,2461,262 (+16)

6% more repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 445

3.81% less ownership

Funds ownership: 93.38%89.57% (-3.8%)

Holders
1,262
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107M
Puts
$87.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCI
801
Planning Center Inc
Illinois
$297K
JWM
802
JPL Wealth Management
Colorado
$295K
PP
803
Patron Partners
Texas
$293K
ACGA
804
Atlanta Consulting Group Advisors
Georgia
$291K
HR
805
Howe & Rusling
New York
$289K
KA
806
Kercheville Advisors
Texas
$289K
BA
807
Ballast Advisors
Minnesota
$289K
VCM
808
Versant Capital Management
Arizona
$288K
LCM
809
Lazari Capital Management
California
$288K
HBT
810
Heartland Bank & Trust
Illinois
$288K
CFM
811
Catalyst Funds Management
Australia
$286K
Simplex Trading
812
Simplex Trading
Illinois
$286K
RF
813
RetireMitten Financial
Michigan
$285K
JIC
814
Johnson Investment Counsel
Ohio
$285K
DWP
815
Daymark Wealth Partners
Ohio
$285K
IA
816
Integrity Alliance
Iowa
$284K
OTL
817
Oak Thistle LLC
New York
$283K
CIBC World Market
818
CIBC World Market
Ontario, Canada
$283K
EGWAG
819
Elwood & Goetz Wealth Advisory Group
Georgia
$283K
LCM
820
LCM Capital Management
Illinois
$283K
KA
821
Kozak & Associates
Colorado
$281K
AIMC
822
Alley Investment Management Company
Illinois
$281K
KFGK
823
Keystone Financial Group (Kentucky)
Kentucky
$280K
HPC
824
HM Payson & Co
Maine
$279K
HC
825
Hoese & Co
Minnesota
$278K