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Xcel Energy

1,121 hedge funds and large institutions have $34.8B invested in Xcel Energy in 2025 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 417 increasing their positions, 360 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+20
Holders Change %
+1.82%
% of All Funds
15.23%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
126
Increased
417
Reduced
360
Closed
84
Calls
$173M
Puts
$36.3M
Net Calls
+$137M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
826
Phillips Wealth Planners
Mississippi
$225K -$2.3K -33 -1%
MAFA
827
MJT & Associates Financial Advisory
Minnesota
$225K +$225K +3,179 New
CFS
828
CRA Financial Services
New Jersey
$225K
LFG
829
Leverty Financial Group
Wisconsin
$224K
CIAS
830
CFS Investment Advisory Services
New Jersey
$224K +$7.71K +109 +4%
ACP
831
Aviance Capital Partners
Florida
$224K
CWM
832
Centric Wealth Management
Illinois
$223K
S
833
SharpePoint
Arizona
$221K
KP
834
Keel Point
Alabama
$220K -$4.96K -70 -2%
UWM
835
USAdvisors Wealth Management
Minnesota
$220K -$8.69K -123 -4%
VAS
836
Vestmark Advisory Solutions
Massachusetts
$219K -$20.7K -293 -9%
AA
837
Alta Advisers
United Kingdom
$218K +$218K +3,083 New
CFGSD
838
Compass Financial Group (South Dakota)
South Dakota
$218K
KCM
839
Kennedy Capital Management
Missouri
$218K -$8.85K -125 -4%
HIIFS
840
Harel Insurance Investments & Financial Services
Israel
$217K -$250K -3,527 -53%
PPWP
841
Premier Path Wealth Partners
New Jersey
$216K -$52.2K -738 -19%
SS
842
Sunbelt Securities
Texas
$214K +$50.4K +712 +31%
APP
843
Avantax Planning Partners
Iowa
$213K
MAM
844
Madison Asset Management
Wisconsin
$212K +$212K +3,000 New
AC
845
Avestar Capital
New York
$212K -$37.9K -536 -15%
SW
846
SteelPeak Wealth
California
$212K +$212K +2,968 New
PIA
847
Panoramic Investment Advisors
Colorado
$210K
EIG
848
Ellenbecker Investment Group
Wisconsin
$210K +$210K +2,963 New
CWM
849
Cranbrook Wealth Management
Michigan
$209K +$3.19K +45 +2%
AAS
850
Annex Advisory Services
Wisconsin
$207K +$207K +2,922 New