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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
SGC
976
Slocum, Gordon & Co
Rhode Island
$42.5K
HWM
977
Hemington Wealth Management
Virginia
$42K
OPTFSNA
978
Old Point Trust & Financial Services N A
Virginia
$41.3K
TFIPS
979
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.1K
PSB
980
Piscataqua Savings Bank
New Hampshire
$40.7K
BL
981
BFSG LLC
California
$39.4K
RIL
982
Rothschild Investment LLC
Illinois
$39.4K
BCWM
983
Bartlett & Co Wealth Management
Ohio
$37.3K
LIA
984
Luken Investment Analytics
Tennessee
$37.2K
CP
985
Canopy Partners
Ohio
$37K
TVWM
986
Tower View Wealth Management
Wisconsin
$36.7K
MSWA
987
Marshall & Sterling Wealth Advisors
New York
$36.1K
ADL
988
Asset Dedication LLC
California
$35.7K
CBT
989
Crews Bank & Trust
Florida
$35.7K
AIC
990
Archer Investment Corporation
Indiana
$35.4K
MMG
991
Monetary Management Group
Missouri
$35.4K
EWP
992
Elevation Wealth Partners
California
$35K
GI
993
GS Investments
Minnesota
$34.3K
BTD
994
BankPlus Trust Department
Mississippi
$34.2K
BGAI
995
Bruce G. Allen Investments
Colorado
$33.4K
T
996
Tidemark
California
$32.9K
CFO
997
CVA Family Office
Colorado
$31.9K
ATC
998
Adirondack Trust Company
New York
$31.6K
CAL
999
Capital Analysts LLC
Pennsylvania
$30K
ACM
1000
Accent Capital Management
Ohio
$29.3K