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Xcel Energy

846 hedge funds and large institutions have $27B invested in Xcel Energy in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 305 increasing their positions, 285 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+12
Holders Change %
+1.44%
% of All Funds
14.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
81
Increased
305
Reduced
285
Closed
63
Calls
$107M
Puts
$18.8M
Net Calls
+$88.5M
Net Calls Change
+$8.09M
Name Holding Trade Value Shares
Change
Shares
Change %
HVM
351
Harvest Volatility Management
Connecticut
$1.02M +$249K +3,782 +32%
MML Investors Services
352
MML Investors Services
Massachusetts
$1.02M -$20.9K -317 -2%
WWM
353
Western Wealth Management
Colorado
$1.01M +$49.1K +745 +5%
IRF
354
IBM Retirement Fund
New York
$1M -$175K -2,660 -15%
AI
355
Accredited Investors
Minnesota
$986K -$242K -3,677 -20%
WAM
356
World Asset Management
Michigan
$986K -$15.3K -232 -2%
IC
357
Inverness Counsel
New York
$976K -$393K -5,974 -29%
BRWA
358
B. Riley Wealth Advisors
Florida
$976K +$488K +7,407 +100%
OPA
359
Old Port Advisors
Maine
$972K -$197K -2,895 -17%
CWM
360
Chesapeake Wealth Management
Virginia
$969K -$62.9K -956 -6%
Two Sigma Investments
361
Two Sigma Investments
New York
$940K -$23.4M -355,138 -96%
KNW
362
Kesler Norman & Wride
Utah
$940K +$273 +4 +0%
F
363
F3Logic
Minnesota
$935K -$7.78K -118 -0.8%
ECM
364
Everence Capital Management
Indiana
$930K +$331K +5,020 +55%
AAP
365
Arax Advisory Partners
Colorado
$930K +$930K +14,121 New
KRSITF
366
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$923K -$48.8K -741 -5%
GT
367
Glenmede Trust
Pennsylvania
$922K -$357K -5,425 -28%
RIG
368
Roosevelt Investment Group
New York
$920K
HIM
369
Hotaling Investment Management
Pennsylvania
$915K -$2.11K -32 -0.2%
FIM
370
Freedom Investment Management
Connecticut
$915K +$21.2K +322 +2%
GVAG
371
Great Valley Advisor Group
Delaware
$898K +$68.8K +1,045 +8%
CCM
372
Carlson Capital Management
Minnesota
$896K -$43.9K -666 -5%
BWM
373
BerganKDV Wealth Management
Minnesota
$869K +$81.7K +1,240 +10%
QC
374
Quadrature Capital
United Kingdom
$862K +$862K +13,084 New
FAM
375
Fulcrum Asset Management
United Kingdom
$856K -$432K