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Xcel Energy

829 hedge funds and large institutions have $25.3B invested in Xcel Energy in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 295 increasing their positions, 284 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
-17
Holders Change %
-2.01%
% of All Funds
14.56%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
62
Increased
295
Reduced
284
Closed
66
Calls
$113M
Puts
$10.2M
Net Calls
+$103M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Shares
Change %
OWP
626
Obermeyer Wealth Partners
Colorado
$219K +$219K +3,501 New
Wolverine Trading
627
Wolverine Trading
Illinois
$218K +$218K +3,481 New
LNC
628
Lincoln National Corp
Pennsylvania
$217K -$38.9K -620 -15%
FHA
629
Flagship Harbor Advisors
Massachusetts
$215K
MFW
630
Meristem Family Wealth
Minnesota
$215K +$215K +3,446 New
LWAC
631
Laurel Wealth Advisors (California)
California
$214K -$68K -1,089 -24%
SS
632
Sunbelt Securities
Texas
$214K
PCMC
633
Private Capital Management (Colorado)
Colorado
$213K -$4.7K -75 -2%
PFSC
634
Peoples Financial Services Corp
Pennsylvania
$213K
WT
635
Washington Trust
Rhode Island
$210K -$3.13K -50 -1%
SC
636
SouthState Corp
Florida
$210K
WP
637
WealthSource Partners
California
$210K +$312 +5 +0.1%
DCM
638
Donaldson Capital Management
Indiana
$209K -$391K -6,249 -65%
IAA
639
Independent Advisor Alliance
North Carolina
$208K -$3.26K -52 -2%
FBC
640
Fairfield, Bush & Co
Connecticut
$207K -$181K -2,893 -47%
DWM
641
Doyle Wealth Management
Florida
$207K
RA
642
RFG Advisory
Alabama
$206K -$43.2K -691 -17%
IFAM
643
Institutional & Family Asset Management
Colorado
$206K -$8.26K -132 -4%
BIM
644
Baldwin Investment Management
Pennsylvania
$206K -$4.68K -75 -2%
AG
645
AlphaSimPlex Group
Massachusetts
$204K -$223K -3,569 -52%
OSAM
646
O'Shaughnessy Asset Management
Connecticut
$204K +$11.9K +190 +6%
IWM
647
IHT Wealth Management
Illinois
$203K -$21.1K -338 -9%
Brown Advisory
648
Brown Advisory
Maryland
$202K -$71.3K -1,140 -26%
CCM
649
Chilton Capital Management
Texas
$202K
B
650
Bailard
California
$202K +$202K +3,236 New