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Xcel Energy

1,123 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, 456 increasing their positions, 355 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$191M
Puts
$75.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWAG
826
ARS Wealth Advisors Group
Florida
$222K
IAN
827
Integrated Advisors Network
Texas
$220K
OAM
828
Occidental Asset Management
California
$220K
LP
829
LMR Partners
United Kingdom
$220K
ZIM
830
Zacks Investment Management
Illinois
$219K
UWPG
831
Ullmann Wealth Partners Group
Florida
$219K
PFM
832
Patton Fund Management
Texas
$217K
ABWM
833
Alpine Bank Wealth Management
Colorado
$217K
LFG
834
Leverty Financial Group
Wisconsin
$216K
ACP
835
Aviance Capital Partners
Florida
$215K
UWM
836
USAdvisors Wealth Management
Minnesota
$213K
AWM
837
Ariadne Wealth Management
California
$212K
PWG
838
Portside Wealth Group
Utah
$212K
CWP
839
Cyndeo Wealth Partners
Florida
$211K
AA
840
Alta Advisers
United Kingdom
$210K
CFGSD
841
Compass Financial Group (South Dakota)
South Dakota
$210K
EH
842
Equitable Holdings
New York
$210K
KCM
843
Kennedy Capital Management
Missouri
$209K
ETC
844
Exchange Traded Concepts
Oklahoma
$209K
PPWP
845
Premier Path Wealth Partners
New Jersey
$209K
FW
846
FullCircle Wealth
Texas
$207K
AWE
847
Avidian Wealth Enterprises
Texas
$207K
GM
848
GeoWealth Management
Illinois
$207K
PFW
849
Petros Family Wealth
Minnesota
$207K
APP
850
Avantax Planning Partners
Iowa
$205K