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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 %
SWIG
1051
Strategic Wealth Investment Group
Kentucky
$6.81K +$6.81K +100 New
DIP
1052
DT Investment Partners
Pennsylvania
$6.67K – – –
HIA
1053
Harbor Investment Advisory
Maryland
$6.61K – – –
RTL
1054
Red Tortoise LLC
Georgia
$6.47K – – –
AWM
1055
Activest Wealth Management
Florida
$6.27K -$136 -2 -2%
AP
1056
Aspect Partners
Virginia
$5.79K – – –
LFA
1057
LGT Financial Advisors
Texas
$5.73K +$68 +1 +1%
S
1058
Sachetta
Massachusetts
$5.38K +$1.23K +18 +30%
PWMG
1059
Private Wealth Management Group
New Jersey
$5.31K – – –
IBOK
1060
Independence Bank of Kentucky
Kentucky
$5.11K -$1.02K -15 -17%
MWM
1061
Mascoma Wealth Management
New Hampshire
$5.11K – – –
GA
1062
GoalVest Advisory
New York
$5.11K +$4.9K +72 +2,400%
SHIM
1063
Stone House Investment Management
Pennsylvania
$5.11K +$5.11K +75 New
EWM
1064
Evolution Wealth Management
Florida
$5.11K +$5.11K +75 New
PAI
1065
Pittenger & Anderson Inc
Nebraska
$4.9K – – –
CPG
1066
Cornerstone Planning Group
New Jersey
$4.87K -$295 -4 -6%
OW
1067
Olistico Wealth
Oklahoma
$4.84K – – –
AWM
1068
Abound Wealth Management
Tennessee
$4.72K – – –
GLA
1069
Great Lakes Advisors
Illinois
$4.7K – – –
DWM
1070
Dogwood Wealth Management
Kansas
$4.53K +$4.53K +67 New
WIM
1071
Westside Investment Management
California
$4.5K – – –
PWA
1072
Physician Wealth Advisors
Utah
$4.43K +$3.68K +54 +491%
BFS
1073
Bare Financial Services
Pennsylvania
$4.22K +$4.22K +62 New
GBT
1074
Grove Bank & Trust
Florida
$4.15K – – –
PGAM
1075
Princeton Global Asset Management
New Jersey
$4.09K +$4.09K +60 New
41 42
43
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