XEL icon

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 %
RWA
676
Redhawk Wealth Advisors
Minnesota
$230K +$2.3K +43 +1%
EB
677
Eastern Bank
Massachusetts
$230K -$4.27K -80 -2%
FPWM
678
FSB Premier Wealth Management
Iowa
$230K -$40.6K -760 -15%
BWM
679
Buska Wealth Management
Wisconsin
$229K -$107 -2 -0%
AWA
680
Aaron Wealth Advisors
Illinois
$229K +$229K +4,282 New
MA
681
Mutual Advisors
Nebraska
$228K -$68.5K -1,188 -23%
SC
682
SouthState Corp
Florida
$228K
MFIM
683
Mesirow Financial Investment Management
Illinois
$227K -$5.66K -106 -2%
FTWA
684
Fifth Third Wealth Advisors
Ohio
$227K +$227K +4,244 New
AC
685
Abbrea Capital
California
$226K -$37.5K -693 -14%
Jones Financial Companies
686
Jones Financial Companies
Missouri
$225K -$6.09K -114 -3%
KA
687
Kozak & Associates
Colorado
$224K
TWA
688
TCI Wealth Advisors
Arizona
$224K -$534 -10 -0.2%
CAM
689
Cidel Asset Management
Ontario, Canada
$222K +$20.6K +385 +10%
DC
690
Dorval Corp
Minnesota
$221K -$16.7K -301 -7%
FCA
691
FinTrust Capital Advisors
South Carolina
$221K +$168K +3,141 +318%
DWM
692
Destination Wealth Management
California
$220K
NS
693
NBC Securities
Alabama
$219K -$17.6K -330 -7%
MHR
694
Matthew Hamilton Rosenberg
$218K -$40.2K -767 -16%
JIC
695
Johnson Investment Counsel
Ohio
$217K
KP
696
Keel Point
Alabama
$217K +$217K +3,633 New
PWP
697
Principle Wealth Partners
Connecticut
$213K
CGL
698
Clarius Group LLC
Washington
$212K +$212K +3,973 New
MYIA
699
Mount Yale Investment Advisors
Colorado
$212K +$212K +3,965 New
AAP
700
Arax Advisory Partners
Colorado
$211K +$30.8K +576 +17%