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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
SSWM
1301
Sheets Smith Wealth Management
North Carolina
CL
1302
CSS LLC
Illinois
LS
1303
Livforsakringsbolaget Skandia
Sweden
S
1304
Sunpointe
Missouri
LOWM
1305
Laurel Oak Wealth Management
New Jersey
GPW
1306
Genesis Private Wealth
Virginia
WC
1307
Wexford Capital
Florida
PWP
1308
Phillips Wealth Planners
Mississippi
FFP
1309
FourThought Financial Partners
Florida
DAS
1310
Diversify Advisory Services
Utah
MT
1311
Midwest Trust
Kansas
EW
1312
Elyxium Wealth
California
SSG
1313
Summit Securities Group
New York
SIM
1314
Sentry Investment Management
Wisconsin
SPF
1315
South Plains Financial
Texas
GAFA
1316
Garton & Associates Financial Advisors
Kentucky
VWWMG
1317
Vermillion & White Wealth Management Group
Pennsylvania
OC
1318
Optima Capital
Oregon
CRI
1319
Commonwealth Retirement Investments
Virginia
FHA
1320
Flagship Harbor Advisors
Massachusetts
LWANC
1321
Laurel Wealth Advisors (North Carolina)
North Carolina
MFP
1322
Meramec Financial Planners
Missouri
GWM
1323
Greenline Wealth Management
Florida
SN
1324
Sittner & Nelson
Oregon
STB
1325
S&T Bank
Pennsylvania