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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 %
LP
826
LMR Partners
United Kingdom
$220K +$220K +3,233 New
ZIM
827
Zacks Investment Management
Illinois
$219K -$226K -3,319 -51%
UWPG
828
Ullmann Wealth Partners Group
Florida
$219K +$2.18K +32 +1%
PFM
829
Patton Fund Management
Texas
$217K +$217K +3,192 New
ABWM
830
Alpine Bank Wealth Management
Colorado
$217K +$166K +2,443 +328%
LFG
831
Leverty Financial Group
Wisconsin
$216K – – –
ACP
832
Aviance Capital Partners
Florida
$215K – – –
UWM
833
USAdvisors Wealth Management
Minnesota
$213K +$1.36K +20 +0.6%
AWM
834
Ariadne Wealth Management
California
$212K -$42.1K -577 -17%
PWG
835
Portside Wealth Group
Utah
$212K +$18.5K +271 +10%
CWP
836
Cyndeo Wealth Partners
Florida
$211K -$13.9K -204 -6%
AA
837
Alta Advisers
United Kingdom
$210K – – –
CFGSD
838
Compass Financial Group (South Dakota)
South Dakota
$210K – – –
EH
839
Equitable Holdings
New York
$210K -$27.1K -398 -11%
KCM
840
Kennedy Capital Management
Missouri
$209K – – –
ETC
841
Exchange Traded Concepts
Oklahoma
$209K +$118K +1,728 +128%
PPWP
842
Premier Path Wealth Partners
New Jersey
$209K +$477 +7 +0.2%
FW
843
FullCircle Wealth
Texas
$207K +$207K +2,794 New
AWE
844
Avidian Wealth Enterprises
Texas
$207K -$17.2K -253 -8%
GM
845
GeoWealth Management
Illinois
$207K +$20.4K +299 +11%
PFW
846
Petros Family Wealth
Minnesota
$207K +$207K +3,034 New
APP
847
Avantax Planning Partners
Iowa
$205K – – –
DAS
848
Diversify Advisory Services
Utah
$205K -$186K -2,575 -48%
CWM
849
Challenger Wealth Management
California
$204K -$68.4K -1,004 -25%
DJSG
850
D.J. St. Germain
Massachusetts
$204K +$103K +1,513 +102%
32 33
34
35 36