XEL icon

Xcel Energy

1,121 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
Holders
1,121
Holders Change
+20
Holders Change %
+1.82%
% of All Funds
15.23%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
126
Increased
417
Reduced
360
Closed
84
Calls
$173M
Puts
$36.3M
Net Calls
+$137M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
TCOV
1001
Trust Company of Vermont
Vermont
$28K -$76.5K -1,080 -73%
GKIM
1002
GW&K Investment Management
Massachusetts
$28K +$3.15K +44 +13%
PWAM
1003
Private Wealth Asset Management
Iowa
$27.7K +$27.7K +391 New
SO
1004
Sierra Ocean
California
$27.3K +$71 +1 +0.3%
GFPC
1005
Global Financial Private Client
Florida
$26.3K +$1.56K +22 +6%
POIA
1006
Pin Oak Investment Advisors
Texas
$25K
GEA
1007
Glen Eagle Advisors
New Jersey
$24.8K
TSMHT
1008
Thurston Springer Miller Herd & Titak
Indiana
$24.3K +$3.04K +43 +14%
CFS
1009
CGC Financial Services
Oregon
$23.1K +$23.1K +326 New
CW
1010
Curio Wealth
Maryland
$23K -$2.96M -257 -99%
WB
1011
Webster Bank
Connecticut
$23K
BSB
1012
Bangor Savings Bank
Maine
$22.7K
RA
1013
Rise Advisors
New York
$22.5K +$22.5K +318 New
FFO
1014
Fortitude Family Office
Arizona
$22.3K -$49.6K -700 -69%
RWPA
1015
Richard W. Paul & Associates
Michigan
$22K -$283 -4 -1%
MSG
1016
Main Street Group
Virginia
$20.9K
BFPW
1017
BOK Financial Private Wealth
Colorado
$20.1K
FC
1018
Fairscale Capital
New Hampshire
$19.8K
MA
1019
MCF Advisors
Kentucky
$19.2K -$23K -323 -54%
GP
1020
Greenline Partners
New York
$19K +$3.04K +43 +19%
Loomis, Sayles & Company
1021
Loomis, Sayles & Company
Massachusetts
$19K +$2.65K +37 +16%
GCM
1022
Gables Capital Management
Florida
$18.7K
JWA
1023
JFS Wealth Advisors
Pennsylvania
$18.6K +$425 +6 +2%
SL
1024
Salomon & Ludwin
Virginia
$18.1K
MLA
1025
MB, Levis & Associates
Pennsylvania
$17.7K