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Xcel Energy

1,254 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, 471 increasing their positions, 441 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:

7% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 441

1% more funds holding

Funds holding: 1,2431,254 (+11)

3.82% less ownership

Funds ownership: 93.35%89.53% (-3.8%)

Holders
1,254
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
TFM
1201
TFC Financial Management
Massachusetts
$4.53K
PWM
1202
Proathlete Wealth Management
Florida
$4.53K
PIS
1203
POM Investment Strategies
North Carolina
$4.45K
SNB
1204
Security National Bank
Nebraska
$4.37K
DWP
1205
Destiny Wealth Partners
Florida
$4.37K
SIC
1206
SJS Investment Consulting
Ohio
$4.05K
HFS
1207
Hughes Financial Services
Virginia
$4.05K
PCM
1208
Penserra Capital Management
California
$4K
IBOK
1209
Independence Bank of Kentucky
Kentucky
$3.97K
AIM
1210
Anchor Investment Management
South Carolina
$3.81K
BH
1211
Burk Holdings
Oklahoma
$3.65K
PP
1212
Pacifica Partners
Canada
$3.58K
KG
1213
Kilter Group
New York
$3.58K
MWM
1214
Magnolia Wealth Management
Alabama
$3.58K
BA
1215
Bard Associates
Illinois
$3.26K
RS
1216
Rakuten Securities
Japan
$3.18K
GFL
1217
Granite FO LLC
New Hampshire
$3.1K
HIW
1218
Holos Integrated Wealth
Pennsylvania
$2.66K
IRC
1219
Investors Research Corp
Georgia
$2.62K
WA
1220
WPG Advisers
Maryland
$2.54K
CWP
1221
Clark Wealth Partners
Illinois
$2.49K
BHWM
1222
Beaird Harris Wealth Management
Texas
$2.38K
KFI
1223
Key Financial Inc
Pennsylvania
$2.3K
WA
1224
WestEnd Advisors
North Carolina
$1.99K
DWS
1225
Dynamic Wealth Strategies
California
$1.91K