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Xcel Energy

1,123 hedge funds and large institutions have $34.8B invested in Xcel Energy in 2025 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 417 increasing their positions, 360 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $33.6B → $34.8B (+$1.23B)

0.85% more ownership

Funds ownership: 84.63%85.48% (+0.85%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
1,123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$173M
Puts
$36.3M
Net Calls
Net Calls Change

Top Buyers

1 +$432M
2 +$237M
3 +$175M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$108M
5
BlackRock
BlackRock
New York
+$98.6M

Top Sellers

1 -$208M
2 -$184M
3 -$124M
4
Goldman Sachs
Goldman Sachs
New York
-$109M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$85.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OW
1076
Olistico Wealth
Oklahoma
$5.03K
CPG
1077
Cornerstone Planning Group
New Jersey
$4.99K
AWM
1078
Abound Wealth Management
Tennessee
$4.9K
GLA
1079
Great Lakes Advisors
Illinois
$4.88K
WIM
1080
Westside Investment Management
California
$4.67K
OP
1081
ORG Partners
Indiana
$4.51K
S
1082
Sachetta
Massachusetts
$4.32K
GBT
1083
Grove Bank & Trust
Florida
$4.32K
TFM
1084
TFC Financial Management
Massachusetts
$4.04K
HWP
1085
Highline Wealth Partners
California
$3.96K
HFS
1086
Hughes Financial Services
Virginia
$3.75K
AIM
1087
Anchor Investment Management
South Carolina
$3.4K
PP
1088
Pacifica Partners
Canada
$3.25K
PCM
1089
Penserra Capital Management
California
$3K
OAJ
1090
Ogorek Anthony Joseph
New York
$3K
WCM
1091
WealthTrak Capital Management
Virginia
$2.83K
GFL
1092
Granite FO LLC
New Hampshire
$2.76K
SIC
1093
SJS Investment Consulting
Ohio
$2.48K
HIW
1094
Holos Integrated Wealth
Pennsylvania
$2.34K
WA
1095
WPG Advisers
Maryland
$2.27K
MAS
1096
MPWM Advisory Solutions
Georgia
$2.12K
KFI
1097
Key Financial Inc
Pennsylvania
$2.05K
TCA
1098
Trifecta Capital Advisors
Illinois
$1.98K
NMG
1099
New Millennium Group
Utah
$1.91K
FCAS
1100
First Command Advisory Services
Texas
$1.63K