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Xcel Energy

804 hedge funds and large institutions have $26.3B invested in Xcel Energy in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 273 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+14
Holders Change %
+1.77%
% of All Funds
17.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
76
Increased
274
Reduced
273
Closed
59
Calls
$23.5M
Puts
$16.3M
Net Calls
+$7.2M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TCOV
626
Trust Company of Vermont
Vermont
$216K
OIA
627
OneDigital Investment Advisors
Kansas
$216K +$74.7K +1,154 +53%
CCMG
628
Clark Capital Management Group
Pennsylvania
$214K -$17.4K -268 -8%
AS
629
Altshuler Shaham
Israel
$210K +$107K +1,623 +103%
HCM
630
Hilton Capital Management
New York
$208K
PL
631
Perpetual Ltd
Australia
$208K +$208K +3,200 New
SHJ
632
Sharkey, Howes & Javer
Colorado
$204K +$906 +14 +0.4%
OPCM
633
Osborne Partners Capital Management
California
$204K +$204K +3,150 New
GAM
634
Gotham Asset Management
New York
$202K -$71.5K -1,101 -26%
FBC
635
Fairfield, Bush & Co
Connecticut
$201K +$201K +3,099 New
NNP
636
Nachman Norwood & Parrott
South Carolina
$200K -$164K -2,526 -45%
DZ Bank
637
DZ Bank
Germany
$195K +$65K +1,000 +50%
RFA
638
Reilly Financial Advisors
California
$188K
CAGAS
639
Capital Advisory Group Advisory Services
Minnesota
$188K
HDIM
640
Hanson & Doremus Investment Management
Vermont
$185K
FHA
641
Flagship Harbor Advisors
Massachusetts
$184K +$83.9K +1,296 +84%
CIAS
642
Capital Investment Advisory Services
North Carolina
$183K -$4.86K -75 -3%
HR
643
Howe & Rusling
New York
$181K
FCMT
644
Founders Capital Management (Texas)
Texas
$181K
BAM
645
Barrett Asset Management
New York
$178K +$10.5K +162 +6%
IF
646
Ironwood Financial
Arizona
$171K
BCWM
647
Bartlett & Co Wealth Management
Ohio
$168K +$65.3K +1,000 +63%
BC
648
Bartlett & Co
Ohio
$167K +$64.9K +1,000 +63%
SSB
649
Sandy Spring Bank
Maryland
$164K
ST
650
Smithfield Trust
Pennsylvania
$160K