XEL icon

Xcel Energy
XEL

Overview Fund Activity

1,113 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, 453 increasing their positions, 350 reducing their positions, and 99 closing their positions.

Holders
1,113
Holders Change
-8
Holders Change %
-0.71%
% of All Funds
14.94%
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
453
Reduced
350
Closed
99
Calls
$187M
Puts
$65.4M
Net Calls
+$121M
Net Calls Change
-$15.2M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$851M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.15B
3
Bank of America
3
Bank of America
North Carolina
$1.79B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.27B
5
Invesco
5
Invesco
Georgia
$502M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$52.3M
2
Millennium Management
2
Millennium Management
New York
$22.6M
3
ECM
3
ExodusPoint Capital Management
New York
$2.56M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$48.3M
5
Barclays
5
Barclays
United Kingdom
$269M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1051
Activest Wealth Management
Florida
$6.27K 92 -2 -2%
AP
1052
Aspect Partners
Virginia
$5.79K 85 – –
LFA
1053
LGT Financial Advisors
Texas
$5.73K 84 +1 +1%
S
1054
Sachetta
Massachusetts
$5.38K 79 +18 +30%
PWMG
1055
Private Wealth Management Group
New Jersey
$5.31K 78 – –
IBOK
1056
Independence Bank of Kentucky
Kentucky
$5.11K 75 -15 -17%
MWM
1057
Mascoma Wealth Management
New Hampshire
$5.11K 75 – –
GA
1058
GoalVest Advisory
New York
$5.11K 75 +72 +2,400%
SHIM
1059
Stone House Investment Management
Pennsylvania
$5.11K 75 +75 New
EWM
1060
Evolution Wealth Management
Florida
$5.11K 75 +75 New
PAI
1061
Pittenger & Anderson Inc
Nebraska
$4.9K 72 – –
CPG
1062
Cornerstone Planning Group
New Jersey
$4.87K 66 -4 -6%
OW
1063
Olistico Wealth
Oklahoma
$4.84K 71 – –
AWM
1064
Abound Wealth Management
Tennessee
$4.72K 69 – –
GLA
1065
Great Lakes Advisors
Illinois
$4.7K 69 – –
DWM
1066
Dogwood Wealth Management
Kansas
$4.53K 67 +67 New
WIM
1067
Westside Investment Management
California
$4.5K 66 – –
PWA
1068
Physician Wealth Advisors
Utah
$4.43K 65 +54 +491%
BFS
1069
Bare Financial Services
Pennsylvania
$4.22K 62 +62 New
GBT
1070
Grove Bank & Trust
Florida
$4.15K 61 – –
PGAM
1071
Princeton Global Asset Management
New Jersey
$4.09K 60 +60 New
TFM
1072
TFC Financial Management
Massachusetts
$3.88K 57 – –
TIM
1073
Tortoise Investment Management
New York
$3.88K 57 +57 New
HWP
1074
Highline Wealth Partners
California
$3.81K 56 – –
CIAS
1075
CBIZ Investment Advisory Services
Ohio
$3.57K 52 +52 New
41 42
43
44 45