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Xcel Energy

829 hedge funds and large institutions have $25.3B invested in Xcel Energy in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 295 increasing their positions, 284 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
-17
Holders Change %
-2.01%
% of All Funds
14.56%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
62
Increased
295
Reduced
284
Closed
66
Calls
$113M
Puts
$10.2M
Net Calls
+$103M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Shares
Change %
IRF
351
IBM Retirement Fund
New York
$955K +$3.25K +52 +0.3%
HIM
352
Hotaling Investment Management
Pennsylvania
$952K +$83.6K +1,337 +10%
AI
353
Accredited Investors
Minnesota
$936K +$438 +7 +0%
KRSITF
354
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$915K +$39.4K +631 +5%
WAM
355
World Asset Management
Michigan
$904K -$31.3K -501 -3%
QT
356
Quantamental Technologies
New York
$902K +$268K +4,286 +42%
FIM
357
Freedom Investment Management
Connecticut
$896K +$27.3K +436 +3%
AAP
358
Arax Advisory Partners
Colorado
$894K +$11.1K +178 +1%
GT
359
Glenmede Trust
Pennsylvania
$883K +$6.87K +110 +0.8%
ECM
360
Everence Capital Management
Indiana
$882K
F
361
F3Logic
Minnesota
$881K -$6.13K -98 -0.7%
RIG
362
Roosevelt Investment Group
New York
$872K
KNW
363
Kesler Norman & Wride
Utah
$864K +$3K +48 +0.3%
BRWA
364
B. Riley Wealth Advisors
Florida
$856K -$70.3K -1,124 -8%
V
365
Veritable
Delaware
$852K +$193K +3,083 +29%
Nomura Holdings
366
Nomura Holdings
Japan
$845K +$845K +13,526 New
VWM
367
Venturi Wealth Management
Texas
$838K +$126K +2,009 +18%
OPA
368
Old Port Advisors
Maine
$834K -$84.3K -1,311 -9%
BF
369
BOK Financial
Oklahoma
$833K +$833K +13,338 New
GVAG
370
Great Valley Advisor Group
Delaware
$822K -$29.8K -477 -3%
WFI
371
West Family Investments
California
$820K +$179K +2,864 +28%
AWM
372
Avior Wealth Management
Nebraska
$816K +$791K +12,662 +3,119%
FCBT
373
First Citizens Bank & Trust
North Carolina
$800K +$5.88K +94 +0.7%
IA
374
IFP Advisors
Florida
$785K +$41.1K +656 +6%
CAGAS
375
Capital Advisory Group Advisory Services
Minnesota
$770K +$181K +2,901 +31%