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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 %
MGWM
551
Marks Group Wealth Management
Minnesota
$287K -$15.6K -250 -5%
FHA
552
First Horizon Advisors
Tennessee
$287K +$271K +4,328 +1,684%
RSVP
553
Ramsay Stattman Vela & Price
Colorado
$286K -$35.6K -570 -11%
NSAM
554
North Star Asset Management
Wisconsin
$285K
SA
555
Strategic Advisors
New York
$285K
WSTAM
556
Wilbanks Smith & Thomas Asset Management
Virginia
$285K
APP
557
Avantax Planning Partners
Iowa
$283K +$283K +4,526 New
VVP
558
Venture Visionary Partners
Ohio
$282K +$997 +16 +0.4%
TMAM
559
Tokio Marine Asset Management
Japan
$282K +$57.9K +928 +26%
TAM
560
Tealwood Asset Management
Minnesota
$281K +$281K +4,496 New
BCM
561
Brookstone Capital Management
Illinois
$278K -$56.8K -884 -17%
GLLW
562
Graves Light Lenhart Wealth
Virginia
$278K
CIA
563
Capital Investment Advisors
Georgia
$277K +$83.3K +1,333 +43%
GHAM
564
Gilman Hill Asset Management
Connecticut
$275K
FB
565
Fulton Bank
Pennsylvania
$274K +$274K +4,391 New
SF
566
Symphony Financial
Texas
$273K -$3.25K -52 -1%
SIA
567
Soltis Investment Advisors
Utah
$273K
FA
568
FDx Advisors
Illinois
$271K +$21K +336 +8%
TWA
569
TCI Wealth Advisors
Arizona
$270K
AF
570
Allworth Financial
California
$270K +$136K +2,173 +101%
JFA
571
JNBA Financial Advisors
Minnesota
$269K +$4.56K +73 +2%
IB
572
Intrust Bank
Kansas
$268K -$14.6K -233 -5%
UWM
573
USAdvisors Wealth Management
Minnesota
$268K +$6K +96 +2%
WIC
574
Woodmont Investment Counsel
Tennessee
$268K +$10.2K +163 +4%
SF
575
Synovus Financial
Georgia
$267K