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Xcel Energy
XEL

Overview Fund Activity

1,117 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, 454 increasing their positions, 353 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
14.98%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
112
Increased
454
Reduced
353
Closed
99
Calls
$191M
Puts
$75.2M
Net Calls
+$115M
Net Calls Change
-$21.2M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$851M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$397M
3
Bank of America
Bank of America
North Carolina
+$147M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$119M
5
Invesco
Invesco
Georgia
+$113M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$219M
2
Millennium Management
Millennium Management
New York
-$142M
3
ECM
ExodusPoint Capital Management
New York
-$135M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$69.1M
5
Barclays
Barclays
United Kingdom
-$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
876
Catalyst Capital Advisors
New York
$148K +$9.88K +145 +7%
SIS
877
Sound Income Strategies
Florida
$145K -$28.7K -422 -17%
MPWT
878
MassMutual Private Wealth & Trust
Connecticut
$144K +$5.72K +84 +4%
CCMI
879
Creative Capital Management Investments
California
$142K – – –
OWA
880
Opal Wealth Advisors
New York
$142K +$142K +2,081 New
LI
881
LRI Investments
Florida
$141K +$11.2K +165 +9%
WWM
882
Wolff Wiese Magana
California
$139K +$272 +4 +0.2%
VCM
883
Versant Capital Management
Arizona
$137K +$204 +3 +0.1%
CCM
884
Chilton Capital Management
Texas
$136K – – –
RTC
885
Riverview Trust Company
Washington
$135K -$23.5K -345 -15%
CH
886
Cromwell Holdings
Wyoming
$132K +$4.53K +66 +4%
LAM
887
Lummis Asset Management
Texas
$129K -$208K -3,050 -62%
GWSG
888
GPS Wealth Strategies Group
Colorado
$127K -$23.5K -345 -16%
CAM
889
Costello Asset Management
Pennsylvania
$125K +$68 +1 +0.1%
GSWM
890
Golden State Wealth Management
California
$124K -$3.27K -48 -3%
AAS
891
Ameritas Advisory Services
Nebraska
$123K -$233K -3,416 -65%
AT
892
Avalon Trust
New Mexico
$123K – – –
CTA
893
Colonial Trust Advisors
South Carolina
$122K – – –
MEG
894
Millstone Evans Group
Colorado
$121K – – –
SIM
895
Sentry Investment Management
Wisconsin
$117K +$117K +1,729 New
SC
896
Steph & Co
Wisconsin
$117K – – –
LWCFA
897
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$116K – – –
MSE
898
MUFG Securities EMEA
United Kingdom
$115K -$7.85M -115,307 -99%
MAM
899
Marquette Asset Management
Minnesota
$114K -$26.2K -384 -19%
BONH
900
Bank of New Hampshire
New Hampshire
$111K – – –
34 35
36
37 38