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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 %
ANB
526
Amarillo National Bank
Texas
$443K -$201K -3,756 -31%
FA
527
Fiduciary Alliance
South Carolina
$442K
OC
528
Oarsman Capital
Wisconsin
$442K
KPWS
529
Kestra Private Wealth Services
Texas
$440K -$30.9K -578 -7%
SI
530
Stephens Inc
Arkansas
$437K +$99.1K +1,855 +29%
IAS
531
Insigneo Advisory Services
Florida
$437K +$32.1K +553 +8%
SFA
532
Sequoia Financial Advisors
Ohio
$433K +$118K +2,209 +37%
CK
533
Cohen Klingenstein
New York
$433K
TSS
534
Two Sigma Securities
New York
$428K +$54.7K +1,024 +15%
FNBTCON
535
First National Bank & Trust Co of Newtown
Pennsylvania
$428K -$90.9K -1,702 -18%
AWS
536
Atria Wealth Solutions
New York
$425K -$522K -9,776 -55%
PCM
537
Parsons Capital Management
Rhode Island
$423K
SSWM
538
Sheets Smith Wealth Management
North Carolina
$422K -$80.1K -1,500 -16%
CAGAS
539
Capital Advisory Group Advisory Services
Minnesota
$420K -$38.2K -716 -8%
BFS
540
Bradley Foster & Sargent
Connecticut
$417K -$107 -2 -0%
LFA
541
Laraway Financial Advisors
Minnesota
$417K +$588 +11 +0.1%
MWM
542
Modern Wealth Management
Kansas
$416K +$20.3K +380 +5%
SFC
543
SYM Financial Corp
Indiana
$411K +$411K +7,703 New
LWAM
544
Legacy Wealth Asset Management
Minnesota
$411K +$13.8K +259 +3%
TPI
545
Trust Point Inc
Wisconsin
$410K -$29.1K -545 -7%
SWA
546
SFMG Wealth Advisors
Texas
$410K
PI
547
PFG Investments
New York
$408K +$63.2K +1,184 +18%
Lido Advisors
548
Lido Advisors
California
$402K -$673K -12,499 -63%
VWM
549
Venturi Wealth Management
Texas
$401K +$356K +6,657 +790%
NAS
550
Nicolet Advisory Services
Wisconsin
$399K +$64.7K +1,231 +19%