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Xcel Energy

829 hedge funds and large institutions have $25.3B invested in Xcel Energy in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 295 increasing their positions, 284 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
-17
Holders Change %
-2.01%
% of All Funds
14.56%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
62
Increased
295
Reduced
284
Closed
66
Calls
$113M
Puts
$10.2M
Net Calls
+$103M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
501
SFMG Wealth Advisors
Texas
$367K
CCP
502
Corient Capital Partners
California
$364K -$26.1K -418 -7%
LNWWM
503
Laird Norton Wetherby Wealth Management
California
$360K +$12.3K +197 +4%
IC
504
Inverness Counsel
New York
$357K -$570K -9,115 -62%
CFGS
505
Concourse Financial Group Securities
Alabama
$357K -$1.7K -27 -0.5%
FCH
506
Freestone Capital Holdings
Washington
$356K +$72.8K +1,166 +26%
EWA
507
EP Wealth Advisors
California
$354K
APA
508
American Portfolios Advisors
New York
$353K +$3.81K +61 +1%
MPPLM
509
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$351K +$563 +9 +0.2%
JMF
510
Johnson Midwest Financial
Iowa
$351K +$626 +10 +0.2%
CG
511
Colony Group
Massachusetts
$349K -$1.06K -17 -0.3%
RC
512
Resolution Capital
Australia
$348K +$348K +5,570 New
EWM
513
Empirical Wealth Management
Washington
$346K -$40.9K -654 -11%
SIC
514
Samalin Investment Counsel
New York
$344K
SCM
515
Schnieders Capital Management
California
$341K +$751 +12 +0.2%
HBT
516
Hills Bank & Trust
Iowa
$340K
JHP
517
James Hambro & Partners
United Kingdom
$337K
TI
518
Tidal Investments
Wisconsin
$334K +$50.9K +813 +18%
KWM
519
Kingsview Wealth Management
Oregon
$331K -$17.1K -274 -5%
KA
520
Kozak & Associates
Colorado
$331K +$331K +5,149 New
SSG
521
Summit Securities Group
New York
$331K +$331K +5,291 New
PAM
522
Peak Asset Management
Colorado
$329K
MWM
523
Mission Wealth Management
California
$327K
HL
524
HeadInvest LLC
Maine
$326K
AF
525
Alerus Financial
North Dakota
$325K +$118K +1,888 +57%