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Xcel Energy

1,246 hedge funds and large institutions have $40.8B invested in Xcel Energy in 2025 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 500 increasing their positions, 370 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 83

35% more repeat investments, than reductions

Existing positions increased: 500 | Existing positions reduced: 370

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more funds holding

Funds holding: 1,1841,246 (+62)

2.18% more ownership

Funds ownership: 91.19%93.38% (+2.2%)

6% less capital invested

Capital invested by funds: $43.5B → $40.8B (-$2.68B)

14% less call options, than puts

Call options by funds: $141M | Put options by funds: $165M

Holders
1,246
Holders Change
+62
Holders Change %
+5.24%
% of All Funds
15.16%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.19%
New
171
Increased
500
Reduced
370
Closed
83
Calls
$141M
Puts
$165M
Net Calls
-$23.8M
Net Calls Change
-$95.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
901
Accurate Wealth Management
Florida
$220K +$1.18K +15 +0.5%
LAM
902
L2 Asset Management
Massachusetts
$220K +$21.1K +268 +10%
NAM
903
NTV Asset Management
West Virginia
$219K
VR
904
Valued Retirements
Texas
$219K +$234K +2,963 New
CIAS
905
Capital Investment Advisory Services
North Carolina
$218K +$25.7K +326 +12%
PFM
906
Patton Fund Management
Texas
$218K -$19.1K -242 -8%
PIMG
907
Patriot Investment Management Group
Tennessee
$217K -$25.6K -325 -10%
TC
908
Trust Company
Kansas
$217K +$4.73K +60 +2%
S
909
SharpePoint
Arizona
$217K +$231K +2,933 New
DAS
910
Diversify Advisory Services
Utah
$216K +$4.65K +59 +2%
GIA
911
GHP Investment Advisors
Colorado
$215K +$946 +12 +0.4%
MWP
912
Madison Wealth Partners
Wisconsin
$215K +$230K +2,914 New
CWM
913
Cranbrook Wealth Management
Michigan
$215K
ONB
914
Old National Bancorp
Indiana
$214K -$15.8K -200 -6%
EIG
915
Ellenbecker Investment Group
Wisconsin
$214K +$237 +3 +0.1%
IAS
916
Insigneo Advisory Services
Florida
$214K -$12.5K -158 -5%
MAFA
917
MJT & Associates Financial Advisory
Minnesota
$213K
LAM
918
Longboard Asset Management
Arizona
$212K
FFP
919
FourThought Financial Partners
Florida
$212K +$227K +2,872 New
RSVP
920
Ramsay Stattman Vela & Price
Colorado
$212K
MT
921
Midwest Trust
Kansas
$210K +$224K +2,843 New
LAS
922
Lloyd Advisory Services
Georgia
$208K +$19.5K +247 +10%
APP
923
Avantax Planning Partners
Iowa
$208K -$15.1K -192 -6%
MWM
924
Mindset Wealth Management
Indiana
$207K
PFGWM
925
Price Financial Group Wealth Management
Oregon
$207K +$213K +2,697 New