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Xcel Energy

704 hedge funds and large institutions have $17.9B invested in Xcel Energy in 2017 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 244 increasing their positions, 210 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+66
Holders Change %
+10.34%
% of All Funds
15.99%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
107
Increased
244
Reduced
210
Closed
37
Calls
$9.82M
Puts
$593K
Net Calls
+$9.22M
Net Calls Change
+$2.93M
Name Holding Trade Value Shares
Change
Shares
Change %
RFM
601
Royal Fund Management
Florida
$58K
SC
602
Slow Capital
California
$58K +$58K +1,187 New
CA
603
Calton & Associates
Florida
$56K +$56K +1,240 New
DCM
604
Dupont Capital Management
Delaware
$55K -$31.2K -653 -36%
SLF
605
Sun Life Financial
Ontario, Canada
$54K -$128K -2,629 -70%
Carson Wealth (CWM LLC)
606
Carson Wealth (CWM LLC)
Nebraska
$52K
TFS
607
TrustCore Financial Services
Tennessee
$51K +$51K +1,059 New
CCM
608
Cribstone Capital Management
Maine
$47K
TVWM
609
Tower View Wealth Management
Wisconsin
$44K +$44K +916 New
CPA
610
Clear Perspective Advisors
Illinois
$43K
CAW
611
Cornerstone Advisors (Washington)
Washington
$42K
QCG
612
Quadrant Capital Group
Ohio
$41K
GSC
613
G&S Capital
Colorado
$40K +$40K +833 New
FPFS
614
First Personal Financial Services
North Carolina
$39K -$19.4K -400 -33%
EA
615
Edge Advisors
Georgia
$39K +$2.98K +63 +8%
LC
616
Landaas & Company
Wisconsin
$38K +$38K +775 New
BC
617
Bartlett & Co
Ohio
$37K
MMG
618
Monetary Management Group
Missouri
$37K
PHK
619
Point72 Hong Kong
Hong Kong
$37K +$37K +765 New
HT
620
Heritage Trust
Oklahoma
$36K +$2.4K +50 +7%
MRCM
621
M&R Capital Management
New Jersey
$35K
WAP
622
Wealthcare Advisory Partners
Pennsylvania
$35K +$1.66K +35 +5%
LWA
623
Lowe Wealth Advisors
Maryland
$32K
TL
624
TrueWealth LLC
Georgia
$32K +$32K +674 New
AIM
625
Arcadia Investment Management
Michigan
$30K