XEL icon

Xcel Energy

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
Name Holding Trade Value Shares
Change
Shares
Change %
HAP
926
Harbor Asset Planning
Massachusetts
$74.4K +$74.4K +1,092 New
FDCP
927
Foster Dykema Cabot & Partners
Massachusetts
$73.4K
OC
928
Oakworth Capital
Alabama
$71.8K -$6.27K -92 -8%
OAM
929
Ostrum Asset Management
France
$71K -$2.04K -30 -3%
HWA
930
Heritage Wealth Advisors
Virginia
$70.8K
NSIM
931
North Star Investment Management
Illinois
$70.7K
WTA
932
Washington Trust Advisors
Massachusetts
$70.1K
BBHC
933
Brown Brothers Harriman & Co
New York
$70.1K +$54.5K +800 +348%
FRA
934
Front Row Advisors
California
$69.6K -$34.3K -500 -33%
HIMS
935
Hager Investment Management Services
New Hampshire
$68.1K
IA
936
IFS Advisors
Kansas
$65.1K -$13.6K -200 -17%
AA
937
Addison Advisors
Vermont
$65K +$17.2K +252 +36%
TWD
938
True Wealth Design
Ohio
$64.8K -$73.9K -1,085 -53%
CB
939
Centennial Bank
Arkansas
$64.5K
DMBA
940
Deseret Mutual Benefit Administrators
Utah
$63.7K
BLC
941
Brown, Lisle/Cummings
Rhode Island
$61.4K
TC
942
Truvestments Capital
Florida
$61.3K
SIC
943
Salem Investment Counselors
North Carolina
$60.9K
BIA
944
Bell Investment Advisors
California
$58.1K +$1.43K +21 +3%
CSPIA
945
Cary Street Partners Investment Advisory
Virginia
$57.9K -$749 -11 -1%
CFD
946
Creative Financial Designs
Indiana
$57.4K +$409 +6 +0.7%
CA
947
CoreCap Advisors
Michigan
$54.1K -$4.36K -64 -7%
FP
948
Financial Perspectives
Minnesota
$52.2K
SFCL
949
Strengthening Families & Communities LLC
Massachusetts
$50.3K +$749 +11 +2%
ME
950
McIlrath & Eck
Washington
$49.2K +$409 +6 +0.8%