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Xcel Energy

624 hedge funds and large institutions have $16.3B invested in Xcel Energy in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 231 increasing their positions, 200 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-3
Holders Change %
-0.48%
% of All Funds
15.56%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.27%
New
57
Increased
231
Reduced
200
Closed
49
Calls
$11.9M
Puts
$17.5M
Net Calls
-$5.55M
Net Calls Change
-$8.68M
Name Holding Trade Value Shares
Change
Shares
Change %
LCS
476
Levin Capital Strategies
New York
$221K
GT
477
Greenleaf Trust
Michigan
$221K +$221K +4,971 New
CPIG
478
Chicago Partners Investment Group
Illinois
$219K -$1.65K -37 -0.7%
NIT
479
NumerixS Investment Technologies
British Columbia, Canada
$218K -$534K -12,004 -71%
WJA
480
Williams Jones & Associates
New York
$218K +$218K +4,900 New
1GA
481
1st Global Advisors
Texas
$213K -$16.4K -369 -7%
JFGLC
482
Johnson Financial Group LLC (Colorado)
Colorado
$211K +$211K +4,742 New
RCA
483
Rowland Carmichael Advisors
Arizona
$209K +$209K +4,704 New
SWM
484
SVA Wealth Management
Wisconsin
$207K +$207K +4,665 New
Mirae Asset Global Investments
485
Mirae Asset Global Investments
South Korea
$205K +$205K +4,622 New
BFS
486
Bradley Foster & Sargent
Connecticut
$203K +$203K +4,560 New
KBFS
487
Kohmann Bosshard Financial Services
Ohio
$200K +$200K +4,500 New
PCM
488
Prelude Capital Management
New York
$193K +$193K +4,350 New
TWA
489
TCI Wealth Advisors
Arizona
$185K
AW
490
Alpha Windward
Massachusetts
$179K +$801 +18 +0.4%
JFA
491
JNBA Financial Advisors
Minnesota
$176K +$33.9K +763 +24%
IF
492
Ironwood Financial
Arizona
$172K
FANJ
493
Financial Architects (New Jersey)
New Jersey
$167K -$6.27K -141 -4%
EWM
494
Evercore Wealth Management
New York
$165K -$1.46K -33 -0.9%
NSIM
495
North Star Investment Management
Illinois
$164K +$107K +2,400 +187%
BC
496
Brookfield Corp
Ontario, Canada
$163K +$163K +3,670 New
OFW
497
Omnia Family Wealth
Florida
$156K
WAS
498
Winch Advisory Services
Wisconsin
$146K -$26.5K -596 -15%
HDIM
499
Hanson & Doremus Investment Management
Vermont
$146K
M
500
MOTCO
Texas
$143K