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Xcel Energy

1,123 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

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $33.6B → $34.8B (+$1.23B)

0.85% more ownership

Funds ownership: 84.63%85.48% (+0.85%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
1,123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$173M
Puts
$36.3M
Net Calls
Net Calls Change

Top Buyers

1 +$432M
2 +$237M
3 +$175M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$108M
5
BlackRock
BlackRock
New York
+$98.6M

Top Sellers

1 -$208M
2 -$184M
3 -$124M
4
Goldman Sachs
Goldman Sachs
New York
-$109M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$85.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
826
Phillips Wealth Planners
Mississippi
$225K
MAFA
827
MJT & Associates Financial Advisory
Minnesota
$225K
CFS
828
CRA Financial Services
New Jersey
$225K
LFG
829
Leverty Financial Group
Wisconsin
$224K
CIAS
830
CFS Investment Advisory Services
New Jersey
$224K
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
UWM
835
USAdvisors Wealth Management
Minnesota
$220K
VAS
836
Vestmark Advisory Solutions
Massachusetts
$219K
AA
837
Alta Advisers
United Kingdom
$218K
CFGSD
838
Compass Financial Group (South Dakota)
South Dakota
$218K
KCM
839
Kennedy Capital Management
Missouri
$218K
HIIFS
840
Harel Insurance Investments & Financial Services
Israel
$217K
PPWP
841
Premier Path Wealth Partners
New Jersey
$216K
SS
842
Sunbelt Securities
Texas
$214K
APP
843
Avantax Planning Partners
Iowa
$213K
MAM
844
Madison Asset Management
Wisconsin
$212K
AC
845
Avestar Capital
New York
$212K
SW
846
SteelPeak Wealth
California
$212K
PIA
847
Panoramic Investment Advisors
Colorado
$210K
EIG
848
Ellenbecker Investment Group
Wisconsin
$210K
CWM
849
Cranbrook Wealth Management
Michigan
$209K
AAS
850
Annex Advisory Services
Wisconsin
$207K