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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
VR
851
Valued Retirements
Texas
$206K
HPC
852
HM Payson & Co
Maine
$205K
TC
853
Trust Company
Kansas
$204K
BCML
854
BROADWATER CAPITAL MANAGEMENT LLC
Massachusetts
$204K
AG
855
Advocate Group
Minnesota
$204K
GIA
856
GHP Investment Advisors
Colorado
$204K
LAM
857
Longboard Asset Management
Arizona
$203K
MA
858
Mutual Advisors
Nebraska
$203K
Fisher Asset Management
859
Fisher Asset Management
Washington
$203K
GCM
860
Gunderson Capital Management
South Carolina
$202K
ACGA
861
Atlanta Consulting Group Advisors
Georgia
$202K
PA
862
Prossimo Advisors
California
$202K
PWG
863
Portside Wealth Group
Utah
$202K
CWS
864
Confluence Wealth Services
Pennsylvania
$201K
CAG
865
Crestwood Advisors Group
Massachusetts
$200K
NEWAS
866
N.E.W. Advisory Services
Wisconsin
$198K
GM
867
GeoWealth Management
Illinois
$194K
CT
868
Colonial Trust
South Carolina
$194K
MAM
869
Meeder Asset Management
Ohio
$193K
Group One Trading
870
Group One Trading
Illinois
$193K
HNW
871
High Note Wealth
Minnesota
$191K
OSNBOA
872
Old Second National Bank of Aurora
Illinois
$187K
MHR
873
Matthew Hamilton Rosenberg
$183K
CTWM
874
Cherry Tree Wealth Management
Minnesota
$181K
SIS
875
Sound Income Strategies
Florida
$180K