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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
OC
1326
Optima Capital
Oregon
-$23.8K -322 Closed
CRI
1327
Commonwealth Retirement Investments
Virginia
-$22.8K -309 Closed
FHA
1328
Flagship Harbor Advisors
Massachusetts
-$21.4K -290 Closed
LWANC
1329
Laurel Wealth Advisors (North Carolina)
North Carolina
-$17K -230 Closed
MFP
1330
Meramec Financial Planners
Missouri
-$14.9K -196 Closed
GWM
1331
Greenline Wealth Management
Florida
-$13.7K -185 Closed
SN
1332
Sittner & Nelson
Oregon
-$12.8K -169 Closed
STB
1333
S&T Bank
Pennsylvania
-$11.7K -159 Closed
EWA
1334
EQ Wealth Advisors
Texas
-$11.7K -158 Closed
EPG
1335
Estate Planners Group
Pennsylvania
-$11.7K -158 Closed
MG
1336
MilWealth Group
Wisconsin
-$10.9K -148 Closed
UCB
1337
United Community Bank
South Carolina
-$9.9K -134 Closed
HHMI
1338
Howard Hughes Medical Institute
Maryland
-$9.38K -127 Closed
WFA
1339
West Financial Advisors
Iowa
-$7.17K -97 Closed
TM
1340
Torren Management
California
-$7.02K -95 Closed
GA
1341
GoalVest Advisory
New York
-$5.54K -75 Closed
CIA
1342
Cape Investment Advisory
Georgia
-$5.47K -74 Closed
CIAS
1343
CBIZ Investment Advisory Services
Ohio
-$3.87K -52 Closed
TPBG
1344
Turning Point Benefit Group
Maryland
-$3.4K -46 Closed
HBW
1345
Hazlett, Burt & Watson
West Virginia
-$1K -19 Closed
WW
1346
Winnow Wealth
Texas
-$1.26K -17 Closed
QA
1347
Quattro Advisors
Pennsylvania
-$665 -9 Closed
WWA
1348
Wealth Watch Advisors
Colorado
-$665 -9 Closed
NL
1349
NorthAvenue LLC
Ohio
-$518 -7 Closed
MMCM
1350
Murphy & Mullick Capital Management
New York
-$74 -1 Closed