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Xcel Energy

707 hedge funds and large institutions have $17.1B invested in Xcel Energy in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 245 increasing their positions, 230 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
16.21%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
68
Increased
245
Reduced
230
Closed
62
Calls
$4.59M
Puts
$9.61M
Net Calls
-$5.02M
Net Calls Change
-$6.12M
Name Holding Trade Value Shares
Change
Shares
Change %
QAM
576
QCI Asset Management
New York
$66K
FHA
577
Flagship Harbor Advisors
Massachusetts
$65K +$65K +1,431 New
HIIFS
578
Harel Insurance Investments & Financial Services
Israel
$65K +$65K +1,433 New
GLI
579
Guardian Life Insurance
New York
$64K +$10.5K +230 +20%
TL
580
TrueWealth LLC
Georgia
$64K +$34.4K +756 +116%
JFGIW
581
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63K -$22.9K -500 -27%
Carson Wealth (CWM LLC)
582
Carson Wealth (CWM LLC)
Nebraska
$63K +$41.7K +918 +196%
SLF
583
Sun Life Financial
Ontario, Canada
$63K +$58.2K +1,273 +1,212%
SNT
584
Security National Trust
West Virginia
$61K
GSC
585
G&S Capital
Colorado
$61K +$23K +505 +61%
HR
586
Howe & Rusling
New York
$60K +$10K +220 +20%
CIM
587
Centersquare Investment Management
Pennsylvania
$60K +$43.2K +950 +257%
VCM
588
Versant Capital Management
Arizona
$59K -$587 -13 -1%
LWCFA
589
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K
VIA
590
Vantage Investment Advisors
Pennsylvania
$57K
RFM
591
Royal Fund Management
Florida
$55K
WC
592
Whitnell & Co
Illinois
$55K
QCG
593
Quadrant Capital Group
Ohio
$55K +$15.9K +388 +41%
C
594
Cerebellum
California
$55K +$55K +1,207 New
RWP
595
RWA Wealth Partners
Massachusetts
$53K +$3.23K +70 +6%
RAM
596
Riggs Asset Management
Pennsylvania
$50K
KA
597
Kaizen Advisory
Illinois
$50K +$27.2K +598 +119%
FMP
598
Financial Management Professionals
Texas
$50K +$45.9K +1,000 +1,124%
TFS
599
TrustCore Financial Services
Tennessee
$48K
CAL
600
Capital Analysts LLC
Pennsylvania
$46K +$46K +1,000 New