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Xcel Energy

965 hedge funds and large institutions have $23.3B invested in Xcel Energy in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 390 increasing their positions, 330 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
-9
Holders Change %
-0.92%
% of All Funds
14.03%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
85
Increased
390
Reduced
330
Closed
80
Calls
$102M
Puts
$64.1M
Net Calls
+$37.7M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
476
HighMark Wealth Management
Minnesota
$614K +$7K +131 +1%
CWM
477
Chronos Wealth Management
Florida
$614K
EA
478
Emerald Advisors
Washington
$607K
FIA
479
Foundations Investment Advisors
Arizona
$601K +$14.6K +274 +2%
FFA
480
First Foundation Advisors
California
$597K +$184K +3,450 +45%
BFS
481
Bard Financial Services
Connecticut
$588K
HWMO
482
Heritage Wealth Management (Ohio)
Ohio
$585K +$585K +11,111 New
TIM
483
Thompson Investment Management
Wisconsin
$582K
MGWM
484
Marks Group Wealth Management
Minnesota
$578K -$45.9K -859 -7%
FHB
485
First Hawaiian Bank
Hawaii
$574K +$22.5K +421 +4%
MC
486
Moors & Cabot
Massachusetts
$571K -$416K -7,795 -42%
ACA
487
Aptus Capital Advisors
Alabama
$568K +$26.7K +500 +5%
ADL
488
Asset Dedication LLC
California
$566K -$15.2K -285 -3%
MFWP
489
Mosaic Family Wealth Partners
Missouri
$560K
Brown Advisory
490
Brown Advisory
Maryland
$551K +$5.72K +107 +1%
OFG
491
OmniStar Financial Group
North Carolina
$546K +$31.7K +594 +6%
GI
492
GAMMA Investing
California
$544K +$178K +3,328 +49%
HI
493
Horizon Investments
North Carolina
$542K +$8.28K +155 +2%
BRWA
494
B. Riley Wealth Advisors
Florida
$539K +$4.32K +80 +0.8%
GIA
495
Gateway Investment Advisers
Ohio
$538K -$10.3M -192,673 -95%
CA
496
Cornerstone Advisors
North Carolina
$529K -$1.34M -25,000 -72%
ATC
497
Argent Trust Co
Tennessee
$527K +$47.3K +885 +10%
EWA
498
EverSource Wealth Advisors
Alabama
$524K +$160K +2,748 +44%
AWM
499
Apollon Wealth Management
South Carolina
$519K -$472K -8,834 -48%
IB
500
Intrust Bank
Kansas
$516K +$137K +2,567 +36%