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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 %
FAIM
501
Financial Advocates Investment Management
Washington
$510K +$73.4K +1,374 +17%
LFG
502
Larson Financial Group
Missouri
$505K +$333K +6,232 +193%
FTDI
503
First Trust Direct Indexing
Massachusetts
$502K +$79.5K +1,488 +19%
CFA
504
Cahill Financial Advisors
Minnesota
$500K -$89.6K -1,678 -15%
FNBT
505
FineMark National Bank & Trust
Florida
$486K
HWM
506
HB Wealth Management
Georgia
$482K +$193K +3,622 +67%
OPA
507
Old Port Advisors
Maine
$481K +$1.87K +35 +0.4%
MPPLM
508
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$476K -$39.8K -745 -8%
SM
509
STF Management
Texas
$473K -$19.1K -358 -4%
CIA
510
Concurrent Investment Advisors
Florida
$470K +$110K +2,068 +31%
CT
511
Coastline Trust
Rhode Island
$468K
Aviva
512
Aviva
United Kingdom
$467K +$21K +393 +5%
VA
513
Vident Advisory
Georgia
$466K -$269K -5,045 -37%
MFG
514
Merit Financial Group
Georgia
$466K +$183K +3,435 +65%
KNW
515
Kesler Norman & Wride
Utah
$461K -$85.7K -1,605 -16%
KWM
516
Kingsview Wealth Management
Oregon
$460K -$115K -2,145 -20%
GCP
517
GSA Capital Partners
United Kingdom
$459K +$459K +8,593 New
CIG
518
Cascade Investment Group
Colorado
$458K
MAS
519
Meeder Advisory Services
Ohio
$457K +$103K +1,935 +29%
PRC
520
Pearl River Capital
Michigan
$456K +$456K +8,538 New
CTC
521
Central Trust Company
Missouri
$453K
SCA
522
Stonebridge Capital Advisors
Minnesota
$453K -$9.19K -172 -2%
NIM
523
Nicollet Investment Management
Minnesota
$449K +$157K +2,951 +54%
NC
524
nVerses Capital
Florida
$449K +$230K +4,300 +105%
KIA
525
KCM Investment Advisors
California
$444K +$48.1K +900 +12%