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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 %
MIM
851
Morningstar Investment Management
Illinois
$203K +$203K +2,985 New
SWGC
852
Summit Wealth Group (Colorado)
Colorado
$203K +$203K +2,977 New
CWM
853
Cranbrook Wealth Management
Michigan
$198K -$3.07K -45 -2%
TFIPS
854
Towarzystwo Funduszy Inwestycyjnych PZU SA
$197K +$158K +2,320 +400%
GIA
855
GHP Investment Advisors
Colorado
$197K +$953 +14 +0.5%
TC
856
Trust Company
Kansas
$196K – – –
MAFA
857
MJT & Associates Financial Advisory
Minnesota
$196K -$20.4K -300 -9%
MCM
858
MAI Capital Management
Ohio
$196K +$22.9K +336 +13%
NEWAS
859
N.E.W. Advisory Services
Wisconsin
$191K – – –
HNW
860
High Note Wealth
Minnesota
$183K – – –
OSNBOA
861
Old Second National Bank of Aurora
Illinois
$180K – – –
CSP
862
Cary Street Partners
Virginia
$178K +$24.7K +362 +16%
BIG
863
Brooklyn Investment Group
New York
$177K +$17.4K +255 +11%
CT
864
Colonial Trust
South Carolina
$177K -$9.6K -141 -5%
CSB
865
City State Bank
Iowa
$177K +$4.56K +67 +3%
CTWM
866
Cherry Tree Wealth Management
Minnesota
$174K -$477 -7 -0.3%
AA
867
Ancora Advisors
Ohio
$172K – – –
HNB
868
Hilltop National Bank
Wyoming
$172K +$172K +2,529 New
FCMT
869
Founders Capital Management (Texas)
Texas
$170K – – –
M
870
MOTCO
Texas
$166K -$18.4K -251 -10%
JGIA
871
Jackson Grant Investment Advisers
Connecticut
$162K – – –
WA
872
Whipplewood Advisors
Colorado
$160K -$409 -6 -0.3%
WT
873
Whittier Trust
California
$157K +$5.31K +78 +3%
SS
874
Sunbelt Securities
Texas
$156K -$48.1K -712 -24%
Kayne Anderson Rudnick Investment Management
875
Kayne Anderson Rudnick Investment Management
California
$153K +$1.02K +15 +0.7%
33 34
35
36 37