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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 %
RA
951
Ransom Advisory
Rhode Island
$47.8K – – –
SWA
952
SOA Wealth Advisors
New York
$46K – – –
WTC
953
WhitTier Trust Company
Nevada
$45.7K – – –
RWM
954
RMG Wealth Management
Wisconsin
$45.7K +$45.7K +648 New
WFA
955
West Financial Advisors
Iowa
$45.1K – – –
LWA
956
Lowe Wealth Advisors
Maryland
$44.8K – – –
KB
957
Kimelman & Baird
New York
$44.4K – – –
MS
958
Marshall & Sullivan
Washington
$43.7K +$43.7K +642 New
PWMG
959
Prestige Wealth Management Group
New Jersey
$43.4K – – –
HWM
960
Hemington Wealth Management
Virginia
$43K +$2.89K +43 +7%
VC
961
Vestor Capital
Illinois
$41K -$146K -1,735 -78%
TFGT
962
TS Financial Group (TSFG)
Illinois
$41K +$67 +1 +0.2%
SGC
963
Slocum, Gordon & Co
Rhode Island
$40.9K – – –
OPTFSNA
964
Old Point Trust & Financial Services N A
Virginia
$39.8K – – –
PSB
965
Piscataqua Savings Bank
New Hampshire
$39.2K – – –
BL
966
BFSG LLC
California
$38.9K +$1.02K +15 +3%
TCM
967
TruNorth Capital Management
Michigan
$37.9K -$61.7K -906 -62%
BCWM
968
Bartlett & Co Wealth Management
Ohio
$35.9K – – –
LIA
969
Luken Investment Analytics
Tennessee
$35.8K – – –
TVWM
970
Tower View Wealth Management
Wisconsin
$35.6K +$272 +4 +0.8%
CP
971
Canopy Partners
Ohio
$35.5K – – –
RA
972
Rise Advisors
New York
$35.3K +$13.6K +200 +63%
CBT
973
Crews Bank & Trust
Florida
$34.3K – – –
AIC
974
Archer Investment Corporation
Indiana
$34.1K – – –
MMG
975
Monetary Management Group
Missouri
$34.1K – – –
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