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Xcel Energy

1,262 hedge funds and large institutions have $44.4B invested in Xcel Energy in 2026 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 472 increasing their positions, 445 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 1,2461,262 (+16)

6% more repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 445

3.81% less ownership

Funds ownership: 93.38%89.57% (-3.8%)

Holders
1,262
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107M
Puts
$87.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
851
Occidental Asset Management
California
$262K
CFGSD
852
Compass Financial Group (South Dakota)
South Dakota
$260K
AWAG
853
ARS Wealth Advisors Group
Florida
$260K
TC
854
Trust Company
Kansas
$260K
BWA
855
Boulder Wealth Advisors
Colorado
$260K
AIM
856
Advyzon Investment Management
Illinois
$259K
HSA
857
HBK Sorce Advisory
Pennsylvania
$259K
NAM
858
NorthCrest Asset Manangement
Minnesota
$259K
CWM
859
Centric Wealth Management
Illinois
$258K
Verition Fund Management
860
Verition Fund Management
Connecticut
$256K
CWP
861
Cyndeo Wealth Partners
Florida
$255K
1WA
862
180 Wealth Advisors
Washington
$254K
LAM
863
L2 Asset Management
Massachusetts
$254K
DWM
864
Drive Wealth Management
Utah
$253K
SP
865
SmartHarvest Portfolios
Washington
$252K
BOH
866
Bank of Hawaii
Hawaii
$252K
ACP
867
Aviance Capital Partners
Florida
$251K
AFP
868
Ausdal Financial Partners
Iowa
$251K
CWM
869
Cornerstone Wealth Management
Missouri
$251K
CAMV
870
Concord Asset Management (Virginia)
Virginia
$249K
PUI
871
Purpose Unlimited Inc
$249K
CT
872
Coastline Trust
Rhode Island
$248K
CWS
873
Confluence Wealth Services
Pennsylvania
$248K
VR
874
Valued Retirements
Texas
$247K
PWG
875
Portside Wealth Group
Utah
$247K