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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 %
SO
1001
Sierra Ocean
California
$21K -$5.25K -77 -20%
ADL
1002
Asset Dedication LLC
California
$21K -$13.3K -196 -39%
FFO
1003
Fortitude Family Office
Arizona
$20.5K -$953 -14 -4%
FC
1004
Fairscale Capital
New Hampshire
$20.3K
MSG
1005
Main Street Group
Virginia
$20.1K
CAL
1006
Capital Analysts LLC
Pennsylvania
$20K -$8.82K -131 -31%
MTIC
1007
Missouri Trust & Investment Company
Missouri
$19.5K +$19.5K +287 New
SA
1008
Scarborough Advisors
Maryland
$19.4K +$19.4K +285 New
PWAM
1009
Private Wealth Asset Management
Iowa
$18.8K -$7.83K -115 -29%
MA
1010
MCF Advisors
Kentucky
$18.5K
JWA
1011
JFS Wealth Advisors
Pennsylvania
$17.9K
SL
1012
Salomon & Ludwin
Virginia
$17.3K
MLA
1013
MB, Levis & Associates
Pennsylvania
$17K
EFMH
1014
E Fund Management (HK)
Hong Kong
$16.8K
AAG
1015
Armstrong Advisory Group
Massachusetts
$16.7K
NRG
1016
Nemes Rush Group
Michigan
$16.5K +$136 +2 +0.8%
DFA
1017
DHJJ Financial Advisors
Illinois
$16K
SAS
1018
Spurstone Advisory Services
Connecticut
$15.9K
GWSA
1019
Global Wealth Strategies & Associates
Colorado
$15.5K
NC
1020
NewSquare Capital
Pennsylvania
$15.2K +$4.5K +66 +42%
MCM
1021
MV Capital Management
Maryland
$14.8K -$136 -2 -0.9%
SCA
1022
Stuart Chaussee & Associates
California
$13.8K
AWM
1023
Atticus Wealth Management
Florida
$13.6K -$1.36K -20 -9%
ATC
1024
Advantage Trust Company
Kansas
$13.6K +$13.6K +200 New
PMIM
1025
Prudent Man Investment Management
Colorado
$13.5K