We are live on ! Find out more
XEL icon

Xcel Energy

1,132 hedge funds and large institutions have $35.1B invested in Xcel Energy in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 458 increasing their positions, 357 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $191M | Put options by funds: $75.2M

28% more repeat investments, than reductions

Existing positions increased: 458 | Existing positions reduced: 357

12% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 102

3.42% more ownership

Funds ownership: 85.51%88.93% (+3.4%)

1% more capital invested

Capital invested by funds: $34.8B → $35.1B (+$331M)

0% more funds holding

Funds holding: 1,1321,132 (0)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,132
Holders Change
Holders Change %
0%
% of All Funds
14.9%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
114
Increased
458
Reduced
357
Closed
102
Calls
$191M
Puts
$75.2M
Net Calls
+$115M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
851
Premier Path Wealth Partners
New Jersey
$209K +$485 +7 +0.2%
FW
852
FullCircle Wealth
Texas
$207K +$194K +2,794 New
AWE
853
Avidian Wealth Enterprises
Texas
$207K -$17.5K -253 -8%
GM
854
GeoWealth Management
Illinois
$207K +$20.7K +299 +11%
PFW
855
Petros Family Wealth
Minnesota
$207K +$210K +3,034 New
IFG
856
Independent Financial Group
California
$205K +$209K +3,014 New
APP
857
Avantax Planning Partners
Iowa
$205K
DAS
858
Diversify Advisory Services
Utah
$205K -$179K -2,575 -48%
CWM
859
Challenger Wealth Management
California
$204K -$69.6K -1,004 -25%
DJSG
860
D.J. St. Germain
Massachusetts
$204K +$105K +1,513 +102%
MIM
861
Morningstar Investment Management
Illinois
$203K +$207K +2,985 New
SWGC
862
Summit Wealth Group (Colorado)
Colorado
$203K +$206K +2,977 New
CWM
863
Cranbrook Wealth Management
Michigan
$198K -$3.12K -45 -2%
TFIPS
864
Towarzystwo Funduszy Inwestycyjnych PZU SA
$197K +$161K +2,320 +400%
GIA
865
GHP Investment Advisors
Colorado
$197K +$971 +14 +0.5%
TC
866
Trust Company
Kansas
$196K
MAFA
867
MJT & Associates Financial Advisory
Minnesota
$196K -$20.8K -300 -9%
MCM
868
MAI Capital Management
Ohio
$196K +$23.3K +336 +13%
NEWAS
869
N.E.W. Advisory Services
Wisconsin
$191K
HNW
870
High Note Wealth
Minnesota
$183K
OSNBOA
871
Old Second National Bank of Aurora
Illinois
$180K
CSP
872
Cary Street Partners
Virginia
$178K +$25.1K +362 +16%
BIG
873
Brooklyn Investment Group
New York
$177K +$17.7K +255 +11%
CT
874
Colonial Trust
South Carolina
$177K -$9.78K -141 -5%
CSB
875
City State Bank
Iowa
$177K +$4.65K +67 +3%

XEL Hedge Fund Activity: Q2 2025 in Review

1,132 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q2 2025, worth a combined $35.1B — up 0.95% from $34.8B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new XEL positions and 102 closed out — a net gain of 12 holders — while 458 added to existing stakes and 357 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $867M. The largest seller was Victory Capital Management, cutting an estimated $223M.

  • 1,132 institutional investors held Xcel Energy (XEL) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $35.1B of Xcel Energy stock for Q2 2025, up 0.95% quarter-over-quarter.
  • 114 funds opened new Xcel Energy positions in Q2 2025 and 102 closed out, a net change of +12 holders.
  • The largest Xcel Energy buyer in Q2 2025 was GQG Partners, an estimated $867M added.
  • The largest Xcel Energy seller in Q2 2025 was Victory Capital Management, an estimated $223M sold.

Based on aggregated 13F filings for Q2 2025.