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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 %
EWP
976
Elevation Wealth Partners
California
$33.6K
GI
977
GS Investments
Minnesota
$33K
BTD
978
BankPlus Trust Department
Mississippi
$32.9K
BGAI
979
Bruce G. Allen Investments
Colorado
$31.9K -$272 -4 -0.8%
MSWA
980
Marshall & Sterling Wealth Advisors
New York
$31.8K -$2.86K -42 -8%
T
981
Tidemark
California
$31.7K
RIL
982
Rothschild Investment LLC
Illinois
$31K -$6.88K -101 -18%
ATC
983
Adirondack Trust Company
New York
$29.3K -$1.09K -16 -4%
GKIM
984
GW&K Investment Management
Massachusetts
$29K +$2.19K +32 +8%
CT
985
Clearstead Trust
Maine
$28.4K +$19K +279 +202%
CFO
986
CVA Family Office
Colorado
$28.1K -$2.52K -37 -8%
TLA
987
Tanglewood Legacy Advisors
Texas
$27.9K
SIS
988
Strategic Investment Solutions
Illinois
$27.2K
C
989
Covestor
United Kingdom
$27K -$88.2K -1,304 -77%
TCOV
990
Trust Company of Vermont
Vermont
$27K
SWP
991
Strategic Wealth Partners
Ohio
$25.3K +$25.3K +372 New
TSMHT
992
Thurston Springer Miller Herd & Titak
Indiana
$24.9K +$1.5K +22 +6%
TPWA
993
Twin Peaks Wealth Advisors
California
$24.7K +$24.7K +341 New
POIA
994
Pin Oak Investment Advisors
Texas
$24K
GEA
995
Glen Eagle Advisors
New Jersey
$23.8K
O
996
Ossiam
France
$23.4K +$23.4K +343 New
CW
997
Curio Wealth
Maryland
$23.2K +$23.1K +339 +16,950%
WB
998
Webster Bank
Connecticut
$22.1K
BSB
999
Bangor Savings Bank
Maine
$21.8K
RWPA
1000
Richard W. Paul & Associates
Michigan
$21.7K +$545 +8 +3%