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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
WT
876
Whittier Trust
California
$157K
SS
877
Sunbelt Securities
Texas
$156K
Kayne Anderson Rudnick Investment Management
878
Kayne Anderson Rudnick Investment Management
California
$153K
CCA
879
Catalyst Capital Advisors
New York
$148K
SIS
880
Sound Income Strategies
Florida
$145K
MPWT
881
MassMutual Private Wealth & Trust
Connecticut
$144K
CCMI
882
Creative Capital Management Investments
California
$142K
OWA
883
Opal Wealth Advisors
New York
$142K
LI
884
LRI Investments
Florida
$141K
WWM
885
Wolff Wiese Magana
California
$139K
VCM
886
Versant Capital Management
Arizona
$137K
CCM
887
Chilton Capital Management
Texas
$136K
RTC
888
Riverview Trust Company
Washington
$135K
CH
889
Cromwell Holdings
Wyoming
$132K
LAM
890
Lummis Asset Management
Texas
$129K
GWSG
891
GPS Wealth Strategies Group
Colorado
$127K
CAM
892
Costello Asset Management
Pennsylvania
$125K
GSWM
893
Golden State Wealth Management
California
$124K
AAS
894
Ameritas Advisory Services
Nebraska
$123K
AT
895
Avalon Trust
New Mexico
$123K
CTA
896
Colonial Trust Advisors
South Carolina
$122K
MEG
897
Millstone Evans Group
Colorado
$121K
SIM
898
Sentry Investment Management
Wisconsin
$117K
SC
899
Steph & Co
Wisconsin
$117K
LWCFA
900
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$116K