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Xcel Energy

846 hedge funds and large institutions have $27B invested in Xcel Energy in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 305 increasing their positions, 285 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+12
Holders Change %
+1.44%
% of All Funds
14.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
81
Increased
305
Reduced
285
Closed
63
Calls
$107M
Puts
$18.8M
Net Calls
+$88.5M
Net Calls Change
+$8.09M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
526
Peak Asset Management
Colorado
$346K
MWM
527
Mission Wealth Management
California
$345K -$3.43K -52 -1%
LIM
528
Leavell Investment Management
Alabama
$345K
PWM
529
Perigon Wealth Management
California
$344K +$11.4K +173 +3%
HL
530
HeadInvest LLC
Maine
$343K
CGL
531
Clarius Group LLC
Washington
$342K +$11.9K +180 +4%
TIA
532
Tandem Investment Advisors
South Carolina
$339K -$29.7K -451 -8%
NPPM
533
North Point Portfolio Managers
Ohio
$339K -$3.36K -51 -1%
RSVP
534
Ramsay Stattman Vela & Price
Colorado
$339K
NP
535
NorthRock Partners
Minnesota
$339K +$12.3K +186 +4%
CRWM
536
Castle Rock Wealth Management
California
$338K
PA
537
Parallel Advisors
California
$327K +$791 +12 +0.2%
CAG
538
Csenge Advisory Group
Florida
$325K +$325K +4,843 New
MNBTD
539
Moody National Bank Trust Division
Texas
$323K -$4.54K -69 -1%
AC
540
Abbrea Capital
California
$323K
RWP
541
RWA Wealth Partners
Massachusetts
$318K
MGWM
542
Marks Group Wealth Management
Minnesota
$318K
NIM
543
NuWave Investment Management
New Jersey
$317K +$317K +4,805 New
CWM
544
Calamos Wealth Management
Illinois
$317K +$317K +4,810 New
ZIM
545
Zacks Investment Management
Illinois
$314K
BFM
546
Boothbay Fund Management
New York
$311K +$32.1K +487 +11%
Federated Hermes
547
Federated Hermes
Pennsylvania
$310K +$147K +2,220 +90%
FHC
548
First Horizon Corporation
Tennessee
$308K -$49.3K -750 -14%
WSTAM
549
Wilbanks Smith & Thomas Asset Management
Virginia
$301K
DWM
550
Destination Wealth Management
California
$300K -$38K -578 -11%