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Xcel Energy

1,121 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
Holders
1,121
Holders Change
+20
Holders Change %
+1.82%
% of All Funds
15.23%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
126
Increased
417
Reduced
360
Closed
84
Calls
$173M
Puts
$36.3M
Net Calls
+$137M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
951
Cary Street Partners Investment Advisory
Virginia
$61K +$16.4K +232 +37%
WAM
952
WFA Asset Management
Wisconsin
$60.8K +$49.7K +925 +449%
CA
953
CoreCap Advisors
Michigan
$60.7K -$2.76K -39 -4%
CFD
954
Creative Financial Designs
Indiana
$59.3K +$708 +10 +1%
BIA
955
Bell Investment Advisors
California
$58.9K +$14.9K +211 +34%
FP
956
Financial Perspectives
Minnesota
$54.3K -$90.6K -1,279 -63%
PBK
957
Peoples Bank (Kansas)
Kansas
$54.2K
ABWM
958
Alpine Bank Wealth Management
Colorado
$52.7K +$52.7K +744 New
SFCL
959
Strengthening Families & Communities LLC
Massachusetts
$51.5K +$425 +6 +0.8%
ME
960
McIlrath & Eck
Washington
$50.7K +$425 +6 +0.8%
RF
961
Rossby Financial
Florida
$50.4K +$50.4K +730 New
AA
962
Addison Advisors
Vermont
$49.8K +$2.97K +42 +6%
RA
963
Ransom Advisory
Rhode Island
$49.7K +$49.7K +702 New
FFC
964
First Financial Corp
Indiana
$48.7K
SWA
965
SOA Wealth Advisors
New York
$47.9K
WTC
966
WhitTier Trust Company
Nevada
$47.5K +$6.44K +91 +16%
AGWCA
967
Annis Gardner Whiting Capital Advisors
Florida
$47.1K -$143 -2 -0.3%
WFA
968
West Financial Advisors
Iowa
$46.9K
LWA
969
Lowe Wealth Advisors
Maryland
$46.6K
KB
970
Kimelman & Baird
New York
$46.2K
PWMG
971
Prestige Wealth Management Group
New Jersey
$45.1K
PA
972
PSI Advisors
Florida
$44.5K -$70.8K -1,000 -61%
TFGT
973
TS Financial Group (TSFG)
Illinois
$43K
SGC
974
Slocum, Gordon & Co
Rhode Island
$42.5K
HWM
975
Hemington Wealth Management
Virginia
$42K +$5.14K +73 +14%