XEL icon

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
SIC
951
Salem Investment Counselors
North Carolina
$63.3K
CT
952
Caldwell Trust
Florida
$62.6K
CSPIA
953
Cary Street Partners Investment Advisory
Virginia
$61K
WAM
954
WFA Asset Management
Wisconsin
$60.8K
CA
955
CoreCap Advisors
Michigan
$60.7K
CFD
956
Creative Financial Designs
Indiana
$59.3K
BIA
957
Bell Investment Advisors
California
$58.9K
FP
958
Financial Perspectives
Minnesota
$54.3K
PBK
959
Peoples Bank (Kansas)
Kansas
$54.2K
ABWM
960
Alpine Bank Wealth Management
Colorado
$52.7K
SFCL
961
Strengthening Families & Communities LLC
Massachusetts
$51.5K
ME
962
McIlrath & Eck
Washington
$50.7K
RF
963
Rossby Financial
Florida
$50.4K
AA
964
Addison Advisors
Vermont
$49.8K
RA
965
Ransom Advisory
Rhode Island
$49.7K
FFC
966
First Financial Corp
Indiana
$48.7K
SWA
967
SOA Wealth Advisors
New York
$47.9K
WTC
968
WhitTier Trust Company
Nevada
$47.5K
AGWCA
969
Annis Gardner Whiting Capital Advisors
Florida
$47.1K
WFA
970
West Financial Advisors
Iowa
$46.9K
LWA
971
Lowe Wealth Advisors
Maryland
$46.6K
KB
972
Kimelman & Baird
New York
$46.2K
PWMG
973
Prestige Wealth Management Group
New Jersey
$45.1K
PA
974
PSI Advisors
Florida
$44.5K
TFGT
975
TS Financial Group (TSFG)
Illinois
$43K