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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 %
BPWM
526
Badgley Phelps Wealth Managers
Washington
$324K +$324K +5,182 New
NPPM
527
North Point Portfolio Managers
Ohio
$322K
CGL
528
Clarius Group LLC
Washington
$320K -$4.5K -72 -1%
Neuberger Berman Group
529
Neuberger Berman Group
New York
$316K -$159K -3,419 -33%
SIM
530
Sentry Investment Management
Wisconsin
$313K -$45.7K -732 -13%
PA
531
Parallel Advisors
California
$313K +$3.31K +53 +1%
Federated Hermes
532
Federated Hermes
Pennsylvania
$310K +$17.1K +274 +6%
CRWM
533
Castle Rock Wealth Management
California
$308K
AssetMark Inc
534
AssetMark Inc
California
$308K +$43.8K +700 +17%
AC
535
Abbrea Capital
California
$307K
MFS
536
Mirabella Financial Services
United Kingdom
$305K +$32K +511 +12%
LIM
537
Leavell Investment Management
Alabama
$304K -$18.8K -298 -6%
OIA
538
OneDigital Investment Advisors
Kansas
$303K -$164K -2,624 -35%
CAG
539
Csenge Advisory Group
Florida
$303K +$375 +6 +0.1%
RWP
540
RWA Wealth Partners
Massachusetts
$302K
CAMG
541
CWA Asset Management Group
Florida
$302K +$22.8K +364 +8%
CWM
542
Calamos Wealth Management
Illinois
$301K
TIA
543
Tandem Investment Advisors
South Carolina
$299K -$23K -368 -7%
ZIM
544
Zacks Investment Management
Illinois
$298K +$500 +8 +0.2%
ISL
545
Ingalls & Snyder LLC
New York
$297K -$41.7K -668 -12%
NIM
546
Nicollet Investment Management
Minnesota
$296K +$296K +4,730 New
SSB
547
Sandy Spring Bank
Maryland
$290K +$20.4K +326 +8%
WAP
548
Wealthcare Advisory Partners
Pennsylvania
$289K +$289K +4,625 New
DWM
549
Destination Wealth Management
California
$288K +$2.94K +47 +1%
CG
550
Corundum Group
Colorado
$288K +$40.3K +644 +16%