XEL icon

Xcel Energy

1,171 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, 473 increasing their positions, 327 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$136M
Puts
$64.7M
Net Calls
Net Calls Change

Top Buyers

1 +$235M
2 +$217M
3 +$209M
4
Barclays
Barclays
United Kingdom
+$173M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$161M

Top Sellers

1 -$300M
2 -$83.8M
3 -$79.2M
4
ZP
Zimmer Partners
New York
-$78.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
1001
WhitTier Trust Company
Nevada
$53.9K
RIL
1002
Rothschild Investment LLC
Illinois
$53.2K
LWA
1003
Lowe Wealth Advisors
Maryland
$53.1K
RWM
1004
RMG Wealth Management
Wisconsin
$52.6K
KB
1005
Kimelman & Baird
New York
$52.6K
SWA
1006
SOA Wealth Advisors
New York
$51.3K
PWMG
1007
Prestige Wealth Management Group
New Jersey
$51.3K
HIIFS
1008
Harel Insurance Investments & Financial Services
Israel
$50K
TFGT
1009
TS Financial Group (TSFG)
Illinois
$49K
OPTFSNA
1010
Old Point Trust & Financial Services N A
Virginia
$47.1K
BCWM
1011
Bartlett & Co Wealth Management
Ohio
$46.9K
PSB
1012
Piscataqua Savings Bank
New Hampshire
$46.4K
CP
1013
Canopy Partners
Ohio
$46.2K
BL
1014
BFSG LLC
California
$46.1K
TCM
1015
TruNorth Capital Management
Michigan
$44.9K
TVWM
1016
Tower View Wealth Management
Wisconsin
$42.5K
LIA
1017
Luken Investment Analytics
Tennessee
$42.4K
RA
1018
Rise Advisors
New York
$42.3K
MWPCG
1019
Measured Wealth Private Client Group
New Hampshire
$41.9K
SL
1020
Salomon & Ludwin
Virginia
$40.9K
CBT
1021
Crews Bank & Trust
Florida
$40.6K
EWP
1022
Elevation Wealth Partners
California
$40.4K
MMG
1023
Monetary Management Group
Missouri
$40.3K
AIC
1024
Archer Investment Corporation
Indiana
$40.3K
BTD
1025
BankPlus Trust Department
Mississippi
$39K