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Xcel Energy

1,123 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $33.6B → $34.8B (+$1.23B)

0.85% more ownership

Funds ownership: 84.63%85.48% (+0.85%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
1,123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$173M
Puts
$36.3M
Net Calls
Net Calls Change

Top Buyers

1 +$432M
2 +$237M
3 +$175M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$108M
5
BlackRock
BlackRock
New York
+$98.6M

Top Sellers

1 -$208M
2 -$184M
3 -$124M
4
Goldman Sachs
Goldman Sachs
New York
-$109M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$85.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
901
Chilton Capital Management
Texas
$142K
QL
902
Quarry LP
New York
$138K
LI
903
LRI Investments
Florida
$135K
GSWM
904
Golden State Wealth Management
California
$132K
CH
905
Cromwell Holdings
Wyoming
$132K
CAM
906
Costello Asset Management
Pennsylvania
$130K
FCT
907
First Community Trust
Iowa
$127K
AT
908
Avalon Trust
New Mexico
$127K
CTA
909
Colonial Trust Advisors
South Carolina
$127K
MEG
910
Millstone Evans Group
Colorado
$126K
LWCFA
911
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$122K
SC
912
Steph & Co
Wisconsin
$121K
C
913
Covestor
United Kingdom
$121K
CTB
914
Country Trust Bank
Illinois
$119K
BONH
915
Bank of New Hampshire
New Hampshire
$115K
HFS
916
Hantz Financial Services
Michigan
$110K
CA
917
Continuum Advisory
Idaho
$110K
AC
918
AlphaCore Capital
California
$108K
RAM
919
Riggs Asset Management
Pennsylvania
$108K
FRA
920
Front Row Advisors
California
$108K
DJSG
921
D.J. St. Germain
Massachusetts
$105K
TCM
922
TruNorth Capital Management
Michigan
$104K
HDIM
923
Hanson & Doremus Investment Management
Vermont
$103K
PB
924
Pinnacle Bancorp
Nebraska
$96.8K
NRWA
925
North Ridge Wealth Advisors
Oregon
$96K