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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 %
KA
426
KLCM Advisors
Wisconsin
$831K
CAGAS
427
Capital Advisory Group Advisory Services
Minnesota
$825K +$6.31K +90 +0.8%
CWM
428
Chronos Wealth Management
Florida
$806K
WA
429
Wambolt & Associates
Colorado
$802K -$421 -6 -0.1%
TIM
430
Thompson Investment Management
Wisconsin
$799K +$414K +5,900 +107%
BFS
431
Bard Financial Services
Connecticut
$798K
EA
432
Emerald Advisors
Washington
$797K
MGP
433
Metis Global Partners
California
$796K +$229K +3,269 +40%
ONB
434
Old National Bancorp
Indiana
$795K -$21.7K -310 -3%
OPA
435
Old Port Advisors
Maine
$790K -$19.3K -275 -2%
BL
436
Balentine LLC
Georgia
$786K +$136K +1,934 +21%
PFS
437
Prospera Financial Services
Texas
$782K -$117K -1,664 -13%
TC
438
Toews Corporation
New Jersey
$778K -$315K -4,500 -29%
TWM
439
Tradition Wealth Management
Minnesota
$777K -$17K -243 -2%
TI
440
Tidal Investments
Wisconsin
$772K +$312K +4,455 +68%
NC
441
NovaPoint Capital
Georgia
$759K +$42.1K +601 +6%
BFEC
442
Benjamin F. Edwards & Company
Missouri
$754K +$24.8K +354 +3%
LWCFA
443
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$746K
SI
444
Shaker Investments
Ohio
$740K +$11.3K +161 +2%
GI
445
Gradient Investments
Minnesota
$738K +$599K +8,547 +430%
MFWP
446
Mosaic Family Wealth Partners
Missouri
$735K +$735K +10,479 New
HI
447
Horizon Investments
North Carolina
$729K -$215K -3,065 -23%
CFA
448
Cahill Financial Advisors
Minnesota
$725K -$11K -157 -1%
FNBTCON
449
First National Bank & Trust Co of Newtown
Pennsylvania
$708K
CAM
450
Carret Asset Management
New York
$686K