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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 %
ISWM
526
Independent Solutions Wealth Management
New York
$480K -$6.03K -86 -1%
BHWM
527
Bar Harbor Wealth Management
New Hampshire
$479K -$70.1K -1,000 -13%
CI
528
Cigna Investments
Connecticut
$476K +$12.2K +174 +3%
NA
529
NewEdge Advisors
Louisiana
$475K -$26K -5,558 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
530
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$472K -$2.6M -37,039 -85%
CG
531
Corundum Group
Colorado
$472K +$28.8K +411 +7%
CA
532
CoreCap Advisors
Michigan
$471K +$48.1K +686 +11%
RCM
533
Regency Capital Management
Hawaii
$470K -$132K -1,887 -22%
OSNBOA
534
Old Second National Bank of Aurora
Illinois
$470K +$28K +400 +6%
CGL
535
Clarius Group LLC
Washington
$459K +$14.6K +208 +3%
AWM
536
Axxcess Wealth Management
California
$449K +$3.72K +53 +0.8%
DCM
537
Donaldson Capital Management
Indiana
$448K +$216K +3,079 +93%
PCI
538
Planning Center Inc
Illinois
$448K +$134K +1,907 +43%
HVIA
539
Hudson Valley Investment Advisors
New York
$442K +$2.88K +41 +0.7%
IA
540
IFP Advisors
Florida
$442K -$54.1K -1,922 -11%
TAM
541
Trillium Asset Management
Massachusetts
$442K -$1.05K -15 -0.2%
LCM
542
Lewis Capital Management
California
$442K -$150K -2,140 -25%
CWP
543
CFM Wealth Partners
Texas
$442K
EFM
544
E Fund Management
China
$440K -$18.2K -260 -4%
GIM
545
Goelzer Investment Management
Indiana
$438K
JCIA
546
Jackson Creek Investment Advisors
Colorado
$438K -$2.52K -36 -0.6%
GG
547
Gofen & Glossberg
Illinois
$434K -$42K -600 -9%
NIM
548
Nicollet Investment Management
Minnesota
$432K +$139K +1,984 +48%
BA
549
Ballast Advisors
Minnesota
$428K +$149K +2,126 +53%
CFGS
550
Concourse Financial Group Securities
Alabama
$428K +$3.04K +43 +0.7%