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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 %
OC
426
Oarsman Capital
Wisconsin
$542K
SGI
427
Summit Global Investments
Utah
$539K -$1.91M -30,467 -78%
ASN
428
Advisory Services Network
Georgia
$531K -$13.1K -210 -2%
TC
429
TownSquare Capital
Utah
$531K +$22.8K +365 +4%
AFS
430
Access Financial Services
Minnesota
$530K -$9.13K -146 -2%
WT
431
Whittier Trust
California
$524K
TW
432
TrinityPoint Wealth
Connecticut
$523K -$114K -1,823 -18%
SSWG
433
Seven Springs Wealth Group
Tennessee
$519K
HWM
434
HighMark Wealth Management
Minnesota
$519K +$125 +2 +0%
BSW
435
Buckingham Strategic Wealth
Missouri
$515K +$8.62K +138 +2%
CW
436
CreativeOne Wealth
Kansas
$515K +$132K +2,109 +34%
NP
437
NorthRock Partners
Minnesota
$514K +$193K +3,082 +60%
FCFC
438
First Commonwealth Financial Corp
Pennsylvania
$507K -$21.9K -350 -4%
CK
439
Cohen Klingenstein
New York
$506K +$506K +8,100 New
VIA
440
Vident Investment Advisory
Georgia
$501K +$33.7K +539 +7%
Marshall Wace
441
Marshall Wace
United Kingdom
$500K -$6.64M -106,229 -93%
WG
442
Welch Group
Alabama
$499K
CAM
443
Cresset Asset Management
Illinois
$492K -$5.92K -94 -1%
BIA
444
Bigelow Investment Advisors
Maine
$489K -$93.5K -1,498 -16%
FRA
445
Front Row Advisors
California
$486K
PCM
446
Parsons Capital Management
Rhode Island
$485K +$18.7K +299 +4%
BFS
447
Bradley Foster & Sargent
Connecticut
$482K
FTDI
448
First Trust Direct Indexing
Massachusetts
$479K +$77.7K +1,243 +19%
MA
449
Mutual Advisors
Nebraska
$478K +$63 +1 +0%
TWI
450
Thomas White International
Illinois
$477K