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Xcel Energy

978 hedge funds and large institutions have $29.6B invested in Xcel Energy in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 358 increasing their positions, 303 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+45
Holders Change %
+4.82%
% of All Funds
15.78%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
130
Increased
358
Reduced
303
Closed
63
Calls
$80.5M
Puts
$11M
Net Calls
+$69.5M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
601
Bessemer Group
New Jersey
$355K -$96.2K -1,373 -21%
UB
602
UMB Bank
Missouri
$355K +$16.9K +241 +5%
SCM
603
Schnieders Capital Management
California
$354K
WA
604
Wealthstar Advisors
Texas
$354K
ACM
605
AlphaStar Capital Management
North Carolina
$348K +$2.17K +31 +0.6%
CBTWT
606
Community Bank & Trust (Waco, Texas)
Texas
$347K +$347K +4,956 New
VVP
607
Venture Visionary Partners
Ohio
$346K +$2.73K +39 +0.8%
NFG
608
Nations Financial Group
Iowa
$345K +$345K +4,927 New
AC
609
Abbrea Capital
California
$344K
LIM
610
Leavell Investment Management
Alabama
$343K
KPWS
611
Kestra Private Wealth Services
Texas
$343K +$4.28K +61 +1%
BPWM
612
Badgley Phelps Wealth Managers
Washington
$341K
MA
613
Montag & Associates
Georgia
$341K +$5.15K +73 +2%
CRWM
614
Castle Rock Wealth Management
California
$338K
CAG
615
Csenge Advisory Group
Florida
$334K +$12.2K +174 +4%
CAMG
616
CWA Asset Management Group
Florida
$334K +$11.6K +166 +4%
PAM
617
Peak Asset Management
Colorado
$333K -$25.2K -360 -7%
SIC
618
Samalin Investment Counsel
New York
$333K -$52.6K -750 -14%
LNC
619
Lincoln National Corp
Pennsylvania
$333K +$27.6K +393 +9%
WA
620
Wealth Alliance
New York
$332K +$13.5K +193 +4%
LWAC
621
Laurel Wealth Advisors (California)
California
$331K
BTI
622
Blue Trust Inc
Georgia
$331K +$231K +3,602 +230%
EB
623
Eastern Bank
Massachusetts
$329K -$3.16K -45 -1%
FHC
624
First Heartland Consultants
Missouri
$327K -$10.5K -150 -3%
LA
625
Lifeworks Advisors
Michigan
$327K -$28K -400 -8%