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Xcel Energy

1,184 hedge funds and large institutions have $43.5B invested in Xcel Energy in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 481 increasing their positions, 328 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $136M | Put options by funds: $64.7M

89% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 79

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

47% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 328

24% more capital invested

Capital invested by funds: $35.1B → $43.5B (+$8.36B)

5% more funds holding

Funds holding: 1,1321,184 (+52)

2.26% more ownership

Funds ownership: 88.93%91.19% (+2.3%)

Holders
1,184
Holders Change
+52
Holders Change %
+4.59%
% of All Funds
15.54%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
149
Increased
481
Reduced
328
Closed
79
Calls
$136M
Puts
$64.7M
Net Calls
+$71.3M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1001
McIlrath & Eck
Washington
$58.7K +$434 +6 +0.8%
AGWCA
1002
Annis Gardner Whiting Capital Advisors
Florida
$57.2K -$42K -580 -45%
EP
1003
Essential Partners
California
$56.8K +$3.11K +43 +7%
RA
1004
Ransom Advisory
Rhode Island
$56.6K
EFMH
1005
E Fund Management (HK)
Hong Kong
$55.2K +$31.6K +437 +177%
GI
1006
GS Investments
Minnesota
$54.2K +$13.6K +188 +39%
WTC
1007
WhitTier Trust Company
Nevada
$53.9K
RIL
1008
Rothschild Investment LLC
Illinois
$53.2K +$14.8K +205 +45%
LWA
1009
Lowe Wealth Advisors
Maryland
$53.1K
RWM
1010
RMG Wealth Management
Wisconsin
$52.6K
KB
1011
Kimelman & Baird
New York
$52.6K
SWA
1012
SOA Wealth Advisors
New York
$51.3K -$2.89K -40 -6%
PWMG
1013
Prestige Wealth Management Group
New Jersey
$51.3K
HIIFS
1014
Harel Insurance Investments & Financial Services
Israel
$50K +$44.5K +615 New
TFGT
1015
TS Financial Group (TSFG)
Illinois
$49K +$72 +1 +0.2%
OPTFSNA
1016
Old Point Trust & Financial Services N A
Virginia
$47.1K
BCWM
1017
Bartlett & Co Wealth Management
Ohio
$46.9K +$3.91K +54 +10%
PSB
1018
Piscataqua Savings Bank
New Hampshire
$46.4K
CP
1019
Canopy Partners
Ohio
$46.2K +$3.69K +51 +10%
BL
1020
BFSG LLC
California
$46.1K
TCM
1021
TruNorth Capital Management
Michigan
$44.9K
TVWM
1022
Tower View Wealth Management
Wisconsin
$42.5K +$289 +4 +0.8%
LIA
1023
Luken Investment Analytics
Tennessee
$42.4K
RA
1024
Rise Advisors
New York
$42.3K +$506 +7 +1%
MWPCG
1025
Measured Wealth Private Client Group
New Hampshire
$41.9K +$37.5K +519 New