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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 %
MFA
651
McClarren Financial Advisors
Pennsylvania
$201K +$1.31K +21 +0.7%
PIM
652
Perpetual Investment Management
Australia
$200K
NB
653
Nicolet Bankshares
Wisconsin
$200K +$873 +14 +0.4%
First Manhattan
654
First Manhattan
New York
$194K +$872 +14 +0.5%
ZB
655
Zions Bancorporation
Utah
$185K +$160K +2,560 +646%
CWM
656
Cranbrook Wealth Management
Michigan
$182K
MAM
657
Marquette Asset Management
Minnesota
$181K +$156K +2,486 +614%
TC
658
Trust Company
Kansas
$180K
QCG
659
Quadrant Capital Group
Ohio
$180K +$3.82K +61 +2%
Credit Agricole
660
Credit Agricole
France
$178K +$87.6K +1,405 +97%
CAM
661
Costello Asset Management
Pennsylvania
$175K +$89.1K +1,425 +104%
ST
662
Smithfield Trust
Pennsylvania
$172K
TCA
663
Tortoise Capital Advisors
Kansas
$169K -$187 -3 -0.1%
BAM
664
Barrett Asset Management
New York
$165K -$6.25K -100 -4%
CFA
665
Carroll Financial Associates
North Carolina
$161K
HPC
666
HM Payson & Co
Maine
$161K
WWM
667
Wolff Wiese Magana
California
$159K +$125 +2 +0.1%
IWA
668
IBEX Wealth Advisors
New Jersey
$159K +$159K +2,545 New
VC
669
Vestor Capital
Illinois
$157K +$28.2K +451 +22%
FCMT
670
Founders Capital Management (Texas)
Texas
$156K
M
671
MOTCO
Texas
$156K +$9.98K +160 +7%
DMBA
672
Deseret Mutual Benefit Administrators
Utah
$150K -$22.4K -359 -13%
JGIA
673
Jackson Grant Investment Advisers
Connecticut
$149K
PVH
674
Psagot Value Holdings
Israel
$148K
RTC
675
Riverview Trust Company
Washington
$146K