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Xcel Energy

1,011 hedge funds and large institutions have $27.3B invested in Xcel Energy in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 367 increasing their positions, 324 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+88
Holders Change %
+9.53%
% of All Funds
14.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
167
Increased
367
Reduced
324
Closed
67
Calls
$155M
Puts
$32.9M
Net Calls
+$122M
Net Calls Change
+$59.8M
Name Holding Trade Value Shares
Change
Shares
Change %
KWA
451
Kingswood Wealth Advisors
California
$746K +$52.1K +842 +8%
B
452
Bailard
California
$743K +$92.6K +1,495 +14%
IFU
453
iSAM Funds (UK)
United Kingdom
$741K +$293K +4,733 +65%
TC
454
Telemus Capital
Michigan
$740K -$242K -3,916 -25%
FB
455
Fulton Bank
Pennsylvania
$737K +$334K +5,395 +83%
MGWM
456
Marks Group Wealth Management
Minnesota
$723K
FRM
457
Fox Run Management
Connecticut
$720K +$720K +11,633 New
SC
458
Savant Capital
Illinois
$720K +$128K +2,061 +22%
ANB
459
Amarillo National Bank
Texas
$716K -$36.8K -595 -5%
NC
460
NovaPoint Capital
Georgia
$714K -$172K -2,781 -19%
CWM
461
Chronos Wealth Management
Florida
$711K
EA
462
Emerald Advisors
Washington
$704K
CFA
463
Cahill Financial Advisors
Minnesota
$701K -$31.3K -505 -4%
EA
464
Everpar Advisors
Oklahoma
$698K +$698K +11,276 New
EWA
465
EP Wealth Advisors
California
$697K +$261K +4,208 +60%
TMAM
466
Tokio Marine Asset Management
Japan
$696K +$49.2K +794 +8%
SPA
467
Sherbrooke Park Advisers
New York
$694K +$463K +7,475 +200%
CT
468
Coastline Trust
Rhode Island
$690K -$13.6K -220 -2%
Nomura Holdings
469
Nomura Holdings
Japan
$688K +$688K +11,118 New
FIA
470
Foundations Investment Advisors
Arizona
$685K +$55.8K +912 +9%
KWM
471
Kingsview Wealth Management
Oregon
$682K -$151K -2,441 -18%
BFS
472
Bard Financial Services
Connecticut
$681K -$23.2K -375 -3%
CA
473
Cetera Advisors
Colorado
$681K +$44.2K +714 +7%
RJT
474
Raymond James Trust
Florida
$678K +$263K +4,243 +63%
TIM
475
Thompson Investment Management
Wisconsin
$675K