XEL icon

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
DAS
851
Diversify Advisory Services
Utah
$205K
CWM
852
Challenger Wealth Management
California
$204K
DJSG
853
D.J. St. Germain
Massachusetts
$204K
MIM
854
Morningstar Investment Management
Illinois
$203K
SWGC
855
Summit Wealth Group (Colorado)
Colorado
$203K
CWM
856
Cranbrook Wealth Management
Michigan
$198K
TFIPS
857
Towarzystwo Funduszy Inwestycyjnych PZU SA
$197K
GIA
858
GHP Investment Advisors
Colorado
$197K
TC
859
Trust Company
Kansas
$196K
MAFA
860
MJT & Associates Financial Advisory
Minnesota
$196K
MCM
861
MAI Capital Management
Ohio
$196K
NEWAS
862
N.E.W. Advisory Services
Wisconsin
$191K
HNW
863
High Note Wealth
Minnesota
$183K
OSNBOA
864
Old Second National Bank of Aurora
Illinois
$180K
CSP
865
Cary Street Partners
Virginia
$178K
BIG
866
Brooklyn Investment Group
New York
$177K
CT
867
Colonial Trust
South Carolina
$177K
CSB
868
City State Bank
Iowa
$177K
CTWM
869
Cherry Tree Wealth Management
Minnesota
$174K
AA
870
Ancora Advisors
Ohio
$172K
HNB
871
Hilltop National Bank
Wyoming
$172K
FCMT
872
Founders Capital Management (Texas)
Texas
$170K
M
873
MOTCO
Texas
$166K
JGIA
874
Jackson Grant Investment Advisers
Connecticut
$162K
WA
875
Whipplewood Advisors
Colorado
$160K