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Xcel Energy

1,262 hedge funds and large institutions have $44.4B invested in Xcel Energy in 2026 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 472 increasing their positions, 445 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 1,2461,262 (+16)

6% more repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 445

3.81% less ownership

Funds ownership: 93.38%89.57% (-3.8%)

Holders
1,262
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107M
Puts
$87.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1101
Crews Bank & Trust
Florida
$40K
AIC
1102
Archer Investment Corporation
Indiana
$39.7K
MMG
1103
Monetary Management Group
Missouri
$39.7K
CMA
1104
Cedar Mountain Advisors
Oregon
$39.3K
PWM
1105
Peterson Wealth Management
Nevada
$39K
OCWP
1106
Owl Creek Wealth Partners
Colorado
$38.9K
FWA
1107
Flagship Wealth Advisors
Massachusetts
$38.6K
BTD
1108
BankPlus Trust Department
Mississippi
$38.4K
CF
1109
Collier Financial
Colorado
$37.8K
PAI
1110
Pittenger & Anderson Inc
Nebraska
$37.4K
FCAS
1111
First Command Advisory Services
Texas
$36.5K
GKIM
1112
GW&K Investment Management
Massachusetts
$36K
BFS
1113
Beacon Financial Strategies
North Carolina
$35.7K
TWC
1114
TD Waterhouse Canada
Ontario, Canada
$35.7K
CP
1115
Canopy Partners
Ohio
$34.6K
TLA
1116
Tanglewood Legacy Advisors
Texas
$32.6K
WAS
1117
Winch Advisory Services
Wisconsin
$31.8K
SIS
1118
Strategic Investment Solutions
Illinois
$31.8K
SWP
1119
Strategic Wealth Partners
Ohio
$31.5K
FFO
1120
Fortitude Family Office
Arizona
$30.1K
AWM
1121
Abound Wealth Management
Tennessee
$28.7K
ATC
1122
Adirondack Trust Company
New York
$28.3K
POIA
1123
Pin Oak Investment Advisors
Texas
$28K
EWM
1124
Evolution Wealth Management
Florida
$27.7K
CW
1125
Curio Wealth
Maryland
$27.4K