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Xcel Energy

1,262 hedge funds and large institutions have $44.4B invested in Xcel Energy in 2026 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 472 increasing their positions, 445 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 1,2461,262 (+16)

6% more repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 445

3.81% less ownership

Funds ownership: 93.38%89.57% (-3.8%)

Holders
1,262
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107M
Puts
$87.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCT
976
Family Capital Trust
Massachusetts
$178K
CCMI
977
Creative Capital Management Investments
California
$172K
WT
978
Whittier Trust
California
$168K
OWA
979
Opal Wealth Advisors
New York
$167K
VC
980
Vestor Capital
Illinois
$165K
DJSG
981
D.J. St. Germain
Massachusetts
$164K
MEG
982
Millstone Evans Group
Colorado
$163K
PWPS
983
Pinnacle Wealth Planning Services
Ohio
$161K
FCMT
984
Founders Capital Management (Texas)
Texas
$159K
CCM
985
Chilton Capital Management
Texas
$159K
RTC
986
Riverview Trust Company
Washington
$158K
CH
987
Cromwell Holdings
Wyoming
$155K
CA
988
CoreCap Advisors
Michigan
$153K
CAM
989
Costello Asset Management
Pennsylvania
$152K
BIAS
990
Beacon Investment Advisory Services
New Jersey
$151K
LAM
991
Lummis Asset Management
Texas
$151K
MAM
992
Marquette Asset Management
Minnesota
$148K
SC
993
Steph & Co
Wisconsin
$147K
MPWT
994
MassMutual Private Wealth & Trust
Connecticut
$143K
CTA
995
Colonial Trust Advisors
South Carolina
$143K
TFA
996
Toth Financial Advisory
Virginia
$141K
LWCFA
997
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$140K
GSWM
998
Golden State Wealth Management
California
$136K
ISWM
999
Intesa Sanpaolo Wealth Management
$133K
Optiver Holding
1000
Optiver Holding
Netherlands
$132K