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Xcel Energy
XEL

Overview Fund Activity

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

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$851M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$397M
3
Bank of America
Bank of America
North Carolina
+$147M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$119M
5
Invesco
Invesco
Georgia
+$113M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$219M
2
Millennium Management
Millennium Management
New York
-$142M
3
ECM
ExodusPoint Capital Management
New York
-$135M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$69.1M
5
Barclays
Barclays
United Kingdom
-$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
1026
DiNuzzo Private Wealth
Pennsylvania
$13.1K -$68 -1 -0.5%
KHC
1027
Koesten Hirschmann & Crabtree
Kansas
$13.1K – – –
BFPW
1028
BOK Financial Private Wealth
Colorado
$12.8K -$6.46K -94 -33%
RF
1029
Rossby Financial
Florida
$12.3K -$37.5K -550 -75%
BCMLT
1030
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.1K +$136 +2 +1%
RWM
1031
Rialto Wealth Management
New York
$11.6K +$885 +13 +8%
SN
1032
Sittner & Nelson
Oregon
$11.5K – – –
PP
1033
PFS Partners
New Jersey
$11.1K +$11.1K +163 New
WAM
1034
WFA Asset Management
Wisconsin
$10.8K -$49.5K -928 -82%
PAM
1035
Parvin Asset Management
South Dakota
$10.8K – – –
MG
1036
MilWealth Group
Wisconsin
$10.1K – – –
AW
1037
Avion Wealth
Texas
$10K +$2.62K +39 +35%
FMP
1038
Financial Management Professionals
Texas
$9.68K +$137 +2 +1%
IRC
1039
Investors Research Corp
Georgia
$9.67K – – –
DF
1040
Dunhill Financial
United Kingdom
$8.99K +$136 +2 +2%
FFWM
1041
Future Financial Wealth Management
Ohio
$8.79K – – –
TFA
1042
Toth Financial Advisory
Virginia
$8.58K +$8.58K +126 New
HHMI
1043
Howard Hughes Medical Institute
Maryland
$8.44K +$8.44K +124 New
OP
1044
ORG Partners
Indiana
$8.09K +$3.73K +54 +86%
DI
1045
DAGCO Inc
Ohio
$8.04K – – –
VWA
1046
Valued Wealth Advisors
Utah
$7.72K +$827 +12 +12%
VNA
1047
Valley National Advisers
Pennsylvania
$7K -$61 -1 -0.9%
TWC
1048
TD Waterhouse Canada
Ontario, Canada
$6.87K – – –
T
1049
Transce3nd
Texas
$6.81K – – –
DSC
1050
Duncker Streett & Co
Missouri
$6.81K – – –
40 41
42
43 44