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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 %
CRWM
651
Castle Rock Wealth Management
California
$258K +$262 +5 +0.1%
CBA
652
Coastal Bridge Advisors
Connecticut
$256K -$194K -3,629 -43%
SAM
653
Strategy Asset Managers
California
$253K +$253K +4,076 New
RWM
654
Ritholtz Wealth Management
New York
$253K +$1.07K +20 +0.4%
WIM
655
Warwick Investment Management
Texas
$252K +$17.8K +334 +8%
BA
656
Ballast Advisors
Minnesota
$251K -$32.3K -604 -11%
VVP
657
Venture Visionary Partners
Ohio
$251K +$5.13K +96 +2%
AWM
658
Axxcess Wealth Management
California
$250K -$1.34K -25 -0.5%
BTI
659
Blue Trust Inc
Georgia
$248K +$51.6K +960 +26%
PP
660
PrairieView Partners
Minnesota
$246K
CA
661
Clearstead Advisors
Ohio
$246K +$211K +3,958 +619%
PTC
662
Private Trust Company
Ohio
$244K +$73.3K +1,373 +43%
CRC
663
Curi RMB Capital
Illinois
$243K -$1.23K -23 -0.5%
TWM
664
Trueblood Wealth Management
Ohio
$241K -$32K -600 -12%
CWM
665
Congress Wealth Management
Massachusetts
$239K +$24.3K +455 +11%
MA
666
Montag & Associates
Georgia
$239K
PCIA
667
Prime Capital Investment Advisors
Kansas
$237K -$167K -3,118 -41%
FWM
668
FFT Wealth Management
Pennsylvania
$236K -$7.21K -135 -3%
GWP
669
Gateway Wealth Partners
Wisconsin
$236K +$9.72K +182 +4%
ECM
670
Evergreen Capital Management
Washington
$235K -$35K -648 -13%
WG
671
Welch Group
Alabama
$235K
TL
672
Tradewinds LLC
North Carolina
$235K +$10.1K +190 +5%
RSVP
673
Ramsay Stattman Vela & Price
Colorado
$234K
FFA
674
Farther Finance Advisors
California
$234K +$49K +935 +27%
WA
675
Waverly Advisors
Alabama
$234K -$8.07K -151 -3%