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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
AW
1176
Avion Wealth
Texas
$11K
CT
1177
Clearstead Trust
Maine
$11K
YP
1178
YANKCOM Partnership
South Dakota
$10.8K
LWMI
1179
Legacy Wealth Management (Idaho)
Idaho
$10.5K
CPG
1180
Cornerstone Planning Group
New Jersey
$10.2K
VNA
1181
Valley National Advisers
Pennsylvania
$10K
IPS
1182
Investors Portfolio Services
Washington
$9.61K
DI
1183
DAGCO Inc
Ohio
$9.37K
SIM
1184
Synergy Investment Management
Florida
$9.37K
SHIM
1185
Stone House Investment Management
Pennsylvania
$8.82K
TFA
1186
Transamerica Financial Advisors
Florida
$8.67K
NFSG
1187
Newbridge Financial Services Group
Florida
$8.34K
DSC
1188
Duncker Streett & Co
Missouri
$7.94K
CFG
1189
Clayton Financial Group
Missouri
$7.87K
DIP
1190
DT Investment Partners
Pennsylvania
$7.79K
RTL
1191
Red Tortoise LLC
Georgia
$7.55K
HWP
1192
Highline Wealth Partners
California
$6.99K
KCM
1193
Key Capital Management
Tennessee
$6.99K
AP
1194
Aspect Partners
Virginia
$6.99K
FG
1195
Fairman Group
Pennsylvania
$6.88K
LFA
1196
LGT Financial Advisors
Texas
$6.83K
MWM
1197
Mascoma Wealth Management
New Hampshire
$6.43K
NA
1198
Networth Advisors
Pennsylvania
$6.36K
CFM
1199
Cornerstone Financial Management
Massachusetts
$5.8K
BCM
1200
Boreal Capital Management
Florida
$5.76K