XEL icon

Xcel Energy

978 hedge funds and large institutions have $29.6B invested in Xcel Energy in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 358 increasing their positions, 303 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+45
Holders Change %
+4.82%
% of All Funds
15.78%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
130
Increased
358
Reduced
303
Closed
63
Calls
$80.5M
Puts
$11M
Net Calls
+$69.5M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
401
Orion Portfolio Solutions
Nebraska
$974K +$98.2K +1,401 +11%
SSWM
402
Sheets Smith Wealth Management
North Carolina
$959K
DC
403
DeDora Capital
California
$957K -$13.7K -196 -1%
GWM
404
Geneos Wealth Management
Colorado
$951K +$5.75K +82 +0.6%
VWM
405
Venturi Wealth Management
Texas
$949K +$55.6K +793 +6%
IAIM
406
International Assets Investment Management
Florida
$943K +$733K +25,804 +350%
MML Investors Services
407
MML Investors Services
Massachusetts
$942K +$40.4K +576 +4%
MGWM
408
Marks Group Wealth Management
Minnesota
$935K +$59K +841 +7%
BB
409
Bell Bank
North Dakota
$935K
ANB
410
Amarillo National Bank
Texas
$933K
GRP
411
Global Retirement Partners
California
$925K +$80.9K +1,154 +10%
ACP
412
Aveo Capital Partners
Colorado
$920K -$1.82K -26 -0.2%
GVAG
413
Great Valley Advisor Group
Delaware
$917K -$42.3K -603 -4%
MPPW
414
Mitchell & Pahl Private Wealth
Oklahoma
$914K +$55.8K +796 +7%
DWT
415
Dorsey & Whitney Trust
South Dakota
$910K -$37.4K -533 -4%
KC
416
Kenfarb & Co
Kentucky
$903K
Simplex Trading
417
Simplex Trading
Illinois
$901K -$1.13M -16,084 -56%
DAS
418
Dynamic Advisor Solutions
Arizona
$895K +$895K +12,766 New
FWM
419
Finer Wealth Management
Massachusetts
$894K
BMSSC
420
B. Metzler seel. Sohn & Co
Germany
$886K -$98.4K -1,403 -10%
FHB
421
First Hawaiian Bank
Hawaii
$878K +$52.2K +744 +6%
AMG
422
Advisors Management Group
Wisconsin
$865K +$771 +11 +0.1%
FIA
423
Foundations Investment Advisors
Arizona
$860K -$61.8K -882 -7%
CT
424
Coastline Trust
Rhode Island
$840K
Federated Hermes
425
Federated Hermes
Pennsylvania
$834K +$344K +4,911 +70%