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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

44% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 88

22% more call options, than puts

Call options by funds: $107M | Put options by funds: $87.7M

9% more capital invested

Capital invested by funds: $40.8B → $44.4B (+$3.59B)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

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
+16
Holders Change %
+1.28%
% of All Funds
15.55%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.21%
New
127
Increased
472
Reduced
445
Closed
88
Calls
$107M
Puts
$87.7M
Net Calls
+$19.7M
Net Calls Change
+$43.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1301
Wealthspire Advisors (New York)
New York
-$412K -5,575 Closed
KP
1302
Keel Point
Alabama
-$405K -5,485 Closed
I
1303
InceptionR
California
-$394K -5,329 Closed
FCM
1304
Fieldview Capital Management
Michigan
-$367K -4,971 Closed
WG
1305
Winton Group
United Kingdom
-$340K -4,600 Closed
WFI
1306
West Family Investments
California
-$336K -4,552 Closed
HIS
1307
Horizon Investment Services
Indiana
-$333K -4,514 Closed
BPW
1308
Bingham Private Wealth
California
-$318K -4,302 Closed
SSWM
1309
Sheets Smith Wealth Management
North Carolina
-$316K -4,283 Closed
CL
1310
CSS LLC
Illinois
-$294K -3,983 Closed
LS
1311
Livforsakringsbolaget Skandia
Sweden
-$257K -3,456 Closed
S
1312
Sunpointe
Missouri
-$255K -3,422 Closed
LOWM
1313
Laurel Oak Wealth Management
New Jersey
-$246K -3,330 Closed
GPW
1314
Genesis Private Wealth
Virginia
-$223K -3,022 Closed
WC
1315
Wexford Capital
Florida
-$223K -3,022 Closed
PWP
1316
Phillips Wealth Planners
Mississippi
-$224K -2,931 Closed
FFP
1317
FourThought Financial Partners
Florida
-$212K -2,872 Closed
DAS
1318
Diversify Advisory Services
Utah
-$216K -2,851 Closed
MT
1319
Midwest Trust
Kansas
-$210K -2,843 Closed
EW
1320
Elyxium Wealth
California
-$137K -1,851 Closed
SSG
1321
Summit Securities Group
New York
-$131K -1,779 Closed
SIM
1322
Sentry Investment Management
Wisconsin
-$111K -1,509 Closed
SPF
1323
South Plains Financial
Texas
-$53.4K -723 Closed
GAFA
1324
Garton & Associates Financial Advisors
Kentucky
-$29.6K -401 Closed
VWWMG
1325
Vermillion & White Wealth Management Group
Pennsylvania
-$25K -339 Closed