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Xcel Energy

709 hedge funds and large institutions have $17.1B invested in Xcel Energy in 2018 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 225 increasing their positions, 265 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+5
Holders Change %
+0.71%
% of All Funds
16.27%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
77
Increased
225
Reduced
265
Closed
64
Calls
$9.06M
Puts
$7.95M
Net Calls
+$1.11M
Net Calls Change
-$8.12M
Name Holding Trade Value Shares
Change
Shares
Change %
IIC
601
Integrated Investment Consultants
Michigan
$45K +$45K +1,000 New
CCM
602
Cribstone Capital Management
Maine
$44K
TVWM
603
Tower View Wealth Management
Wisconsin
$42K
CPA
604
Clear Perspective Advisors
Illinois
$41K
CAW
605
Cornerstone Advisors (Washington)
Washington
$40K
QCG
606
Quadrant Capital Group
Ohio
$38K -$1.87K -47 -5%
GSC
607
G&S Capital
Colorado
$38K
SWP
608
Strategic Wealth Partners
Ohio
$37K -$90.9K -1,995 -71%
FPFS
609
First Personal Financial Services
North Carolina
$37K
HAM
610
Highstreet Asset Management
Ontario, Canada
$37K +$26.9K +592 +265%
FCB
611
First Command Bank
Texas
$36.1K +$16.7K +368 +87%
FCFS
612
First Command Financial Services
Texas
$36K +$16.7K +368 +87%
THWM
613
Taylor Hoffman Wealth Management
Virginia
$36K +$36K +800 New
BCWM
614
Bartlett & Co Wealth Management
Ohio
$35.2K +$35.2K +775 New
ARMC
615
American Research & Management Company
Massachusetts
$35K -$49.6K -1,096 -59%
WB
616
Webster Bank
Connecticut
$35K -$29.4K -650 -46%
MMG
617
Monetary Management Group
Missouri
$35K
BC
618
Bartlett & Co
Ohio
$35K
HT
619
Heritage Trust
Oklahoma
$34K
GRP
620
Global Retirement Partners
California
$34K +$24.9K +554 +274%
EA
621
Edge Advisors
Georgia
$33K -$2.73K -63 -8%
MRCM
622
M&R Capital Management
New Jersey
$33K
CCA
623
Clearwater Capital Advisors
Illinois
$33K +$33K +717 New
TL
624
TrueWealth LLC
Georgia
$30K -$1.16K -25 -4%
LWA
625
Lowe Wealth Advisors
Maryland
$30K