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Xcel Energy

504 hedge funds and large institutions have $11.5B invested in Xcel Energy in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 200 increasing their positions, 148 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
-6
Holders Change %
-1.18%
% of All Funds
14.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
37
Increased
200
Reduced
148
Closed
39
Calls
$3.62M
Puts
$512K
Net Calls
+$3.1M
Net Calls Change
-$65K
Name Holding Trade Value Shares
Change
Shares
Change %
ACS
451
Archford Capital Strategies
Illinois
$41.4K -$5.45K -169 -12%
LWCFA
452
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K
W
453
Wealthfront
California
$40K +$14.5K +454 +57%
MMG
454
Monetary Management Group
Missouri
$35K +$35K +1,075 New
MAM
455
Mizuho Asset Management
Japan
$34K
BFEC
456
Benjamin F. Edwards & Company
Missouri
$33K +$130 +4 +0.4%
KT
457
Kanaly Trust
Texas
$32K
PAI
458
Pittenger & Anderson Inc
Nebraska
$32K +$32K +1,000 New
BWFA
459
Baltimore-Washington Financial Advisors
Maryland
$32K +$32K +1,000 New
MA
460
MCF Advisors
Kentucky
$30K -$23.8K -794 -44%
SF
461
Synovus Financial
Georgia
$30K
NSIM
462
North Star Investment Management
Illinois
$30K
LWA
463
Lenox Wealth Advisors
New York
$29K
CCS
464
Crosspoint Capital Strategies
California
$26K -$16.3K -500 -38%
OIA
465
Optimum Investment Advisors
Illinois
$26K
CFSG
466
Community Financial Services Group
Vermont
$25K
BC
467
Bartlett & Co
Ohio
$25K
WF
468
WealthTrust Fairport
Ohio
$24K
YL
469
YCG LLC
Texas
$23K +$23K +710 New
EFSCE
470
Enterprise Financial Services Corp (EFSC)
Missouri
$20K
JIR
471
James Investment Research
Ohio
$19K
ST
472
SpiderRock Trading
Illinois
$19K
OC
473
Oakworth Capital
Alabama
$18K +$2.39K +75 +15%
GSC
474
Ground Swell Capital
South Carolina
$18K +$18K +558 New
FCCM
475
First City Capital Management
Georgia
$16.1K