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Xcel Energy

965 hedge funds and large institutions have $23.3B invested in Xcel Energy in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 390 increasing their positions, 330 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
-9
Holders Change %
-0.92%
% of All Funds
14.03%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
85
Increased
390
Reduced
330
Closed
80
Calls
$102M
Puts
$64.1M
Net Calls
+$37.7M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
626
Bar Harbor Wealth Management
New Hampshire
$288K
CWP
627
Concord Wealth Partners
Virginia
$285K
SAF
628
Smith Anglin Financial
Texas
$285K -$35.5K -665 -11%
SYBT
629
Stock Yards Bank & Trust
Kentucky
$284K
ANTB
630
AMG National Trust Bank
Colorado
$281K -$102K -1,913 -27%
CJ
631
Caitlin John
Michigan
$279K +$279K +5,219 New
SRA
632
Secured Retirement Advisors
Minnesota
$277K
CIA
633
Capital Investment Advisors
Georgia
$277K -$67.8K -1,269 -20%
FMII
634
Farmers & Merchants Investments Inc
Nebraska
$277K
CJH
635
Christopher J. Hasenberg
Wisconsin
$274K +$157K +2,943 +134%
HT
636
Heritage Trust
Oklahoma
$272K -$2.14K -40 -0.8%
MCM
637
Manchester Capital Management
Vermont
$271K +$43.2K +809 +19%
LFA
638
Legacy Financial Advisors
Kentucky
$270K +$270K +5,063 New
WPC
639
Wedmont Private Capital
Pennsylvania
$270K +$55.9K +1,030 +26%
MNBTD
640
Moody National Bank Trust Division
Texas
$270K +$65.9K +1,234 +32%
SEC
641
Seven Eight Capital
New York
$270K -$6.64M -124,310 -96%
CI Investments Inc
642
CI Investments Inc
Ontario, Canada
$268K +$28.4K +531 +12%
AWM
643
Avior Wealth Management
Nebraska
$266K -$146K -2,725 -35%
HSA
644
HBK Sorce Advisory
Pennsylvania
$266K +$266K +4,984 New
RWP
645
RWA Wealth Partners
Massachusetts
$266K
SQA
646
Simon Quick Advisors
New Jersey
$266K +$18.2K +341 +7%
LAM
647
Lummis Asset Management
Texas
$264K +$89K +1,666 +51%
QFA
648
Quantum Financial Advisors
California
$264K -$5.77K -108 -2%
GT
649
Glenview Trust
Kentucky
$264K
SF
650
Synovus Financial
Georgia
$263K -$35.8K -670 -12%