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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 %
BWM
376
BerganKDV Wealth Management
Minnesota
$765K -$59.1K -946 -7%
Group One Trading
377
Group One Trading
Illinois
$736K +$736K +11,774 New
CWM
378
Chesapeake Wealth Management
Virginia
$724K -$196K -3,136 -21%
CT
379
Coastline Trust
Rhode Island
$722K
CWM
380
Chronos Wealth Management
Florida
$718K
WA
381
Wambolt & Associates
Colorado
$718K +$80.7K +1,292 +13%
LWCFA
382
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$714K -$4.44K -71 -0.6%
AMG
383
Advisors Management Group
Wisconsin
$714K -$813 -13 -0.1%
FNBT
384
FineMark National Bank & Trust
Florida
$712K -$4.13K -66 -0.6%
BFS
385
Bard Financial Services
Connecticut
$711K
KC
386
Kepos Capital
New York
$708K +$533K +8,525 +304%
WorldQuant Millennium Advisors
387
WorldQuant Millennium Advisors
New York
$703K -$638K -10,207 -48%
KA
388
KLCM Advisors
Wisconsin
$703K +$34.4K +550 +5%
PP
389
PrairieView Partners
Minnesota
$684K +$31.3K +500 +5%
CCIA
390
Campbell & Co Investment Adviser
Maryland
$679K +$679K +10,865 New
CFA
391
Cahill Financial Advisors
Minnesota
$677K +$563 +9 +0.1%
ACP
392
Aveo Capital Partners
Colorado
$661K -$1.5K -24 -0.2%
OBGC
393
O'Brien Greene & Co
Pennsylvania
$658K
Caisse de Depot et Placement du Quebec (CDPQ)
394
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$656K +$6.25K +100 +1%
CAM
395
Carret Asset Management
New York
$655K -$31.2K -500 -5%
MFW
396
Mosaic Family Wealth
Missouri
$655K
HAG
397
HighPoint Advisor Group
Illinois
$654K +$4.5K +72 +0.7%
SLI
398
Sumitomo Life Insurance
Japan
$653K -$20.7K -331 -3%
AWM
399
Apollon Wealth Management
South Carolina
$651K +$18.4K +294 +3%
EB
400
Eastern Bank
Massachusetts
$646K -$79.9K -1,278 -11%