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Xcel Energy

1,121 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
Holders
1,121
Holders Change
+20
Holders Change %
+1.82%
% of All Funds
15.23%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
126
Increased
417
Reduced
360
Closed
84
Calls
$173M
Puts
$36.3M
Net Calls
+$137M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
VR
851
Valued Retirements
Texas
$206K +$206K +2,910 New
HPC
852
HM Payson & Co
Maine
$205K +$60.2K +850 +42%
TC
853
Trust Company
Kansas
$204K
AG
854
Advocate Group
Minnesota
$204K +$204K +2,877 New
GIA
855
GHP Investment Advisors
Colorado
$204K -$2.62K -37 -1%
LAM
856
Longboard Asset Management
Arizona
$203K +$203K +2,872 New
MA
857
Mutual Advisors
Nebraska
$203K +$203K +2,942 New
Fisher Asset Management
858
Fisher Asset Management
Washington
$203K +$203K +2,866 New
GCM
859
Gunderson Capital Management
South Carolina
$202K +$202K +2,860 New
ACGA
860
Atlanta Consulting Group Advisors
Georgia
$202K -$41.9K -585 -17%
PA
861
Prossimo Advisors
California
$202K +$202K +2,853 New
PWG
862
Portside Wealth Group
Utah
$202K +$202K +2,847 New
CWS
863
Confluence Wealth Services
Pennsylvania
$201K +$201K +2,805 New
CAG
864
Crestwood Advisors Group
Massachusetts
$200K +$200K +2,827 New
NEWAS
865
N.E.W. Advisory Services
Wisconsin
$198K +$198K +2,798 New
GM
866
GeoWealth Management
Illinois
$194K +$10.4K +147 +6%
CT
867
Colonial Trust
South Carolina
$194K -$9.56K -135 -5%
MAM
868
Meeder Asset Management
Ohio
$193K -$19.7K -278 -9%
Group One Trading
869
Group One Trading
Illinois
$193K +$193K +2,720 New
HNW
870
High Note Wealth
Minnesota
$191K
OSNBOA
871
Old Second National Bank of Aurora
Illinois
$187K -$53.5K -756 -22%
MHR
872
Matthew Hamilton Rosenberg
$183K -$6.58K -93 -3%
CTWM
873
Cherry Tree Wealth Management
Minnesota
$181K -$9.56K -135 -5%
SIS
874
Sound Income Strategies
Florida
$180K -$23.9K -337 -12%
MCM
875
MAI Capital Management
Ohio
$180K +$13.9K +197 +8%