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Xcel Energy

1,122 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
1,122
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
Q1WB
1101
Quest 10 Wealth Builders
Virginia
$1.42K
HC
1102
Hoese & Co
Minnesota
$1.42K
CAC
1103
Core Alternative Capital
Georgia
$1.27K
PWA
1104
Principia Wealth Advisory
Texas
$1.17K
CIA
1105
Cape Investment Advisory
Georgia
$1.13K
WW
1106
Winnow Wealth
Texas
$1.11K
TFA
1107
Transamerica Financial Advisors
Florida
$1K
TCM
1108
TD Capital Management
Tennessee
$999
BHWM
1109
Bay Harbor Wealth Management
Maryland
$925
JFG
1110
JDM Financial Group
Texas
$920
WPA
1111
West Paces Advisors
Georgia
$920
HWA
1112
HHM Wealth Advisors
Tennessee
$850
PWA
1113
Physician Wealth Advisors
Utah
$779
CAWM
1114
Capital A Wealth Management
Pennsylvania
$708
NL
1115
NVWM LLC
Pennsylvania
$708
ACA
1116
American Capital Advisory
Idaho
$708
ACA
1117
Atlas Capital Advisors
Wyoming
$566
YP
1118
YANKCOM Partnership
South Dakota
$496
PWM
1119
Parkworth Wealth Management
California
$354
HIA
1120
HFM Investment Advisors
New Jersey
$284
BA
1121
Bellwether Advisors
Nebraska
$283
GA
1122
GoalVest Advisory
New York
$212
Point72 Asset Management
1123
Point72 Asset Management
Connecticut
LIA
1124
LSP Investment Advisors
New York
VCM
1125
Vennlight Capital Management
Connecticut