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Xcel Energy

978 hedge funds and large institutions have $29.6B invested in Xcel Energy in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 358 increasing their positions, 303 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+45
Holders Change %
+4.82%
% of All Funds
15.78%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
130
Increased
358
Reduced
303
Closed
63
Calls
$80.5M
Puts
$11M
Net Calls
+$69.5M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
651
Sandy Spring Bank
Maryland
$301K +$10.3K +147 +4%
QCG
652
Quadrant Capital Group
Ohio
$301K -$59.1K -842 -16%
TWA
653
TCI Wealth Advisors
Arizona
$300K -$9.26K -132 -3%
SC
654
SouthState Corp
Florida
$299K -$15.4K -220 -5%
SVWAG
655
Sound View Wealth Advisors Group
Georgia
$296K +$100K +1,623 +51%
LSPW
656
Lake Street Private Wealth
Illinois
$296K -$19.7K -281 -6%
PIA
657
Panoramic Investment Advisors
Colorado
$294K +$294K +4,189 New
PP
658
Paloma Partners
Connecticut
$289K +$289K +4,120 New
NEWAS
659
N.E.W. Advisory Services
Wisconsin
$289K
FBFS
660
First Business Financial Services
Wisconsin
$288K -$30K -428 -9%
SAM
661
Strategy Asset Managers
California
$288K +$6.03K +86 +2%
LFAS
662
Level Four Advisory Services
Texas
$287K +$59.8K +853 +26%
Boston Partners
663
Boston Partners
Massachusetts
$285K +$20.3K +290 +8%
MCWS
664
McKinley Carter Wealth Services
West Virginia
$281K -$6.73K -96 -2%
GLLW
665
Graves Light Lenhart Wealth
Virginia
$280K -$4.98K -71 -2%
AIA
666
Affinity Investment Advisors
California
$280K
SA
667
Strategic Advisors
New York
$280K
DZ Bank
668
DZ Bank
Germany
$280K
CFS
669
CRA Financial Services
New Jersey
$279K
PWP
670
Principle Wealth Partners
Connecticut
$279K
GT
671
Glenview Trust
Kentucky
$279K +$279K +3,977 New
WSTAM
672
Wilbanks Smith & Thomas Asset Management
Virginia
$277K -$42.4K -605 -13%
CTA
673
Chesley Taft & Associates
Illinois
$277K
UWM
674
USAdvisors Wealth Management
Minnesota
$277K +$1.19K +17 +0.4%
GCP
675
GSA Capital Partners
United Kingdom
$277K +$47.7K +681 +21%