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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
TLA
1001
Tanglewood Legacy Advisors
Texas
$29K
SIS
1002
Strategic Investment Solutions
Illinois
$28.3K
TCOV
1003
Trust Company of Vermont
Vermont
$28K
GKIM
1004
GW&K Investment Management
Massachusetts
$28K
PWAM
1005
Private Wealth Asset Management
Iowa
$27.7K
SO
1006
Sierra Ocean
California
$27.3K
GFPC
1007
Global Financial Private Client
Florida
$26.3K
POIA
1008
Pin Oak Investment Advisors
Texas
$25K
GEA
1009
Glen Eagle Advisors
New Jersey
$24.8K
TSMHT
1010
Thurston Springer Miller Herd & Titak
Indiana
$24.3K
CFS
1011
CGC Financial Services
Oregon
$23.1K
CW
1012
Curio Wealth
Maryland
$23K
WB
1013
Webster Bank
Connecticut
$23K
BSB
1014
Bangor Savings Bank
Maine
$22.7K
RA
1015
Rise Advisors
New York
$22.5K
FFO
1016
Fortitude Family Office
Arizona
$22.3K
RWPA
1017
Richard W. Paul & Associates
Michigan
$22K
MSG
1018
Main Street Group
Virginia
$20.9K
BFPW
1019
BOK Financial Private Wealth
Colorado
$20.1K
FC
1020
Fairscale Capital
New Hampshire
$19.8K
MA
1021
MCF Advisors
Kentucky
$19.2K
GP
1022
Greenline Partners
New York
$19K
Loomis, Sayles & Company
1023
Loomis, Sayles & Company
Massachusetts
$19K
GCM
1024
Gables Capital Management
Florida
$18.7K
JWA
1025
JFS Wealth Advisors
Pennsylvania
$18.6K