XEL icon

Xcel Energy

978 hedge funds and large institutions have $29.6B invested in Xcel Energy in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 358 increasing their positions, 303 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+45
Holders Change %
+4.82%
% of All Funds
15.78%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
130
Increased
358
Reduced
303
Closed
63
Calls
$80.5M
Puts
$11M
Net Calls
+$69.5M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
501
SFMG Wealth Advisors
Texas
$543K +$5.33K +76 +1%
CCA
502
Checchi Capital Advisers
California
$543K -$2.66K -38 -0.5%
SWP
503
Stratos Wealth Partners
Ohio
$542K -$43K -613 -7%
IWM
504
IHT Wealth Management
Illinois
$542K +$17.9K +256 +3%
BFS
505
Bradley Foster & Sargent
Connecticut
$541K
RBC
506
Romano Brothers & Co
Illinois
$537K
PJSIMP
507
P.J. Schmidt Investment Management (PJS)
Wisconsin
$537K +$43.4K +619 +9%
SFG
508
SNS Financial Group
Minnesota
$531K -$4.02K -57 -0.8%
TWI
509
Thomas White International
Illinois
$531K -$4.14K -59 -0.8%
AWS
510
Aspen Wealth Strategies
Colorado
$528K +$528K +7,527 New
KFA
511
Krane Funds Advisors
New York
$520K +$520K +7,416 New
CW
512
CreativeOne Wealth
Kansas
$516K +$9.68K +138 +2%
BTWM
513
Baker Tilly Wealth Management
Wisconsin
$512K +$17.8K +254 +4%
MGIA
514
Moneta Group Investment Advisors
Missouri
$507K +$507K +7,373 New
AF
515
Affiance Financial
Minnesota
$506K +$8.06K +115 +2%
MHR
516
Matthew Hamilton Rosenberg
$501K +$14.1K +201 +3%
HWM
517
HighMark Wealth Management
Minnesota
$500K +$140 +2 +0%
LNWWM
518
Laird Norton Wetherby Wealth Management
California
$500K -$59.9K -855 -11%
SP
519
Symmetry Partners
Connecticut
$497K +$497K +7,090 New
FTDI
520
First Trust Direct Indexing
Massachusetts
$496K +$9.12K +130 +2%
AS
521
Altshuler Shaham
Israel
$491K +$444K +6,326 +932%
IMCOOI
522
Investment Management Corp of Ontario (IMCO)
Canada
$486K +$486K +6,936 New
SW
523
SVB Wealth
Massachusetts
$486K -$55.5K -792 -10%
MPPLM
524
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$484K +$13.7K +195 +3%
ATC
525
Argent Trust Co
Tennessee
$482K