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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 %
LFAS
576
Level Four Advisory Services
Texas
$349K +$59.4K +1,112 +20%
LIM
577
Longfellow Investment Management
Massachusetts
$347K +$2.35K +44 +0.7%
AF
578
Affiance Financial
Minnesota
$346K -$14.7K -275 -4%
SLI
579
Sumitomo Life Insurance
Japan
$342K -$47.9K -896 -12%
EA
580
Everpar Advisors
Oklahoma
$337K +$337K +6,319 New
SIAG
581
Safeguard Investment Advisory Group
California
$334K +$334K +6,257 New
LF
582
Lantz Financial
Illinois
$334K +$122K +2,277 +57%
SW
583
SVB Wealth
Massachusetts
$332K -$50.7K -950 -13%
SAM
584
Smartleaf Asset Management
Massachusetts
$332K +$3.02K +56 +0.9%
VSQM
585
V-Square Quantitative Management
Illinois
$331K -$37.5K -702 -10%
SF
586
Summit Financial
New Jersey
$330K +$64.2K +1,190 +24%
VI
587
Versor Investments
New York
$330K -$867K -16,241 -72%
BBNA
588
Bremer Bank National Association
Minnesota
$328K -$758K -14,197 -70%
IPAM
589
ICICI Prudential Asset Management
India
$326K +$30.8K +576 +10%
PPC
590
Park Place Capital
Alabama
$324K +$36.3K +680 +13%
GIM
591
Goelzer Investment Management
Indiana
$323K
CAM
592
Carret Asset Management
New York
$323K -$123K -2,300 -28%
NG
593
Norden Group
Utah
$322K +$322K +6,035 New
IWM
594
Integris Wealth Management
California
$320K
WI
595
WrapManager Inc
California
$320K +$320K +5,988 New
IF
596
Intrua Financial
Texas
$319K +$84.2K +1,577 +36%
CFGS
597
Concourse Financial Group Securities
Alabama
$316K +$58K +1,077 +22%
FHA
598
First Horizon Advisors
Tennessee
$316K +$17.8K +333 +6%
KWA
599
Kingswood Wealth Advisors
California
$316K +$17.9K +336 +6%
SSB
600
Sandy Spring Bank
Maryland
$316K +$32.1K +601 +11%