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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 %
GW
676
GW & Wade
Massachusetts
$273K -$25.2K -359 -8%
OWP
677
Obermeyer Wealth Partners
Colorado
$273K +$27.5K +392 +11%
WIC
678
Woodmont Investment Counsel
Tennessee
$272K
RC
679
Resolution Capital
Australia
$271K -$42.1K -600 -13%
SS
680
Simplicity Solutions
Minnesota
$270K -$10.8K -154 -4%
SQA
681
Simon Quick Advisors
New Jersey
$269K +$17K +242 +7%
AWM
682
Accel Wealth Management
Iowa
$266K -$3.86K -55 -1%
RJT
683
Raymond James Trust
Florida
$266K +$841 +12 +0.3%
CCM
684
Chilton Capital Management
Texas
$264K
BOH
685
Bank of Hawaii
Hawaii
$264K
AAM
686
Aureus Asset Management
Massachusetts
$262K -$57.1K -815 -18%
TCM
687
Triumph Capital Management
Colorado
$261K -$14K -200 -5%
FAN
688
Financial Advisors Network
California
$261K +$261K +3,724 New
SM
689
STF Management
Texas
$256K +$256K +3,653 New
SIM
690
Sentry Investment Management
Wisconsin
$256K
CWP
691
Concord Wealth Partners
Virginia
$256K +$256K +3,651 New
CSPIA
692
Cary Street Partners Investment Advisory
Virginia
$255K +$8.98K +128 +4%
NC
693
NinePointTwo Capital
California
$255K +$255K +3,650 New
WHCI
694
W.H. Cornerstone Investments
Massachusetts
$255K +$11K +155 +5%
LCM
695
LCM Capital Management
Illinois
$252K
ACA
696
Aptus Capital Advisors
Alabama
$250K +$2.59K +37 +1%
APW
697
Austin Private Wealth
Texas
$250K
CBT
698
CoreFirst Bank & Trust
Kansas
$250K
SEC
699
Seven Eight Capital
New York
$248K +$248K +3,543 New
SWM
700
Segment Wealth Management
Texas
$245K