XEL icon

Xcel Energy

1,011 hedge funds and large institutions have $27.3B invested in Xcel Energy in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 367 increasing their positions, 324 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+88
Holders Change %
+9.53%
% of All Funds
14.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
167
Increased
367
Reduced
324
Closed
67
Calls
$155M
Puts
$32.9M
Net Calls
+$122M
Net Calls Change
+$59.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SP
626
Systematic Portfolios
New York
$333K +$333K +5,372 New
GWP
627
Gateway Wealth Partners
Wisconsin
$333K -$149K -2,412 -31%
CAM
628
Centre Asset Management
New York
$332K -$4.95K -80 -1%
IPAM
629
ICICI Prudential Asset Management
India
$332K +$27.7K +448 +9%
SGI
630
Summit Global Investments
Utah
$330K -$7.53M -121,799 -96%
LNC
631
Lincoln National Corp
Pennsylvania
$328K +$71.6K +1,156 +28%
BPWM
632
Badgley Phelps Wealth Managers
Washington
$327K -$13.6K -219 -4%
SAF
633
Smith Anglin Financial
Texas
$327K +$42.1K +680 +15%
HT
634
Heritage Trust
Oklahoma
$325K -$35.7K -576 -10%
FPWM
635
FSB Premier Wealth Management
Iowa
$324K -$25.4K -411 -7%
NFG
636
Nations Financial Group
Iowa
$323K +$495 +8 +0.2%
CWP
637
Concord Wealth Partners
Virginia
$322K
DC
638
Dorval Corp
Minnesota
$318K +$318K +5,132 New
IA
639
IFP Advisors
Florida
$316K -$1.3M -21,005 -80%
FHA
640
First Horizon Advisors
Tennessee
$314K +$20.7K +334 +7%
MGIA
641
Moneta Group Investment Advisors
Missouri
$312K +$34.1K +551 +12%
CRC
642
Curi RMB Capital
Illinois
$312K -$189K -3,046 -38%
CRWM
643
Castle Rock Wealth Management
California
$312K
SF
644
Summit Financial
New Jersey
$311K -$36.8K -590 -11%
TWM
645
Trueblood Wealth Management
Ohio
$311K +$311K +5,017 New
CL
646
Choreo LLC
Illinois
$310K +$28.4K +459 +10%
UM
647
UniSuper Management
Australia
$309K +$67.5K +1,090 +28%
RWP
648
RWA Wealth Partners
Massachusetts
$308K -$2.66K -43 -0.9%
UB
649
UMB Bank
Missouri
$307K -$3.53K -57 -1%
ATPW
650
Ashton Thomas Private Wealth
Arizona
$306K -$77.3K -1,248 -20%