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Xcel Energy

709 hedge funds and large institutions have $17.1B invested in Xcel Energy in 2018 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 225 increasing their positions, 265 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+5
Holders Change %
+0.71%
% of All Funds
16.27%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
77
Increased
225
Reduced
265
Closed
64
Calls
$9.06M
Puts
$7.95M
Net Calls
+$1.11M
Net Calls Change
-$8.12M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
501
Empirical Wealth Management
Washington
$234K
MFBTD
502
MB Financial Bank - Trust Department
Illinois
$232K -$20K -440 -8%
VFA
503
Voya Financial Advisors
Connecticut
$232K +$11.4K +252 +5%
CCM
504
Carlson Capital Management
Minnesota
$231K -$2.87K -63 -1%
WCM
505
Weatherstone Capital Management
Colorado
$231K +$34.5K +757 +18%
SC
506
Savant Capital
Illinois
$228K -$10.8K -237 -5%
Brown Advisory
507
Brown Advisory
Maryland
$227K -$41.6K -916 -15%
PG
508
Pendal Group
Australia
$225K -$14.2K -312 -6%
HAG
509
HighPoint Advisor Group
Illinois
$225K -$185K -2,344 -45%
ATFA
510
All Terrain Financial Advisors
Minnesota
$225K -$11.9K -262 -5%
MCWS
511
McKinley Carter Wealth Services
West Virginia
$223K +$223K +4,893 New
RHJA
512
Rice Hall James & Associates
California
$222K
OIA
513
OneDigital Investment Advisors
Kansas
$220K +$45 +1 +0%
SWM
514
SVA Wealth Management
Wisconsin
$217K
APP
515
Avantax Planning Partners
Iowa
$214K -$6.83K -150 -3%
RCA
516
Rowland Carmichael Advisors
Arizona
$214K
MPPLM
517
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$212K -$5.19K -114 -2%
FAIM
518
Financial Advocates Investment Management
Washington
$211K -$25.4K -559 -11%
BTS
519
BB&T Securities
Virginia
$207K +$1.18K +26 +0.6%
WJA
520
Williams Jones & Associates
New York
$206K -$17.1K -375 -8%
GIA
521
GHP Investment Advisors
Colorado
$206K +$8.04K +177 +4%
KBFS
522
Kohmann Bosshard Financial Services
Ohio
$205K
CG
523
Caprock Group
Idaho
$203K -$35.1K -767 -15%
GCP
524
GSA Capital Partners
United Kingdom
$202K +$202K +4,437 New
TU
525
TDAM USA
Ontario, Canada
$201K