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Xcel Energy

1,021 hedge funds and large institutions have $29.7B invested in Xcel Energy in 2024 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 384 increasing their positions, 339 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+56
Holders Change %
+5.8%
% of All Funds
14.77%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
139
Increased
384
Reduced
339
Closed
73
Calls
$113M
Puts
$51.8M
Net Calls
+$61.6M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SG
676
StoneX Group
New York
$274K +$274K +4,196 New
TWA
677
TCI Wealth Advisors
Arizona
$274K -$196 -3 -0.1%
GS
678
GTS Securities
New York
$272K -$199K -3,052 -42%
SC
679
SouthState Corp
Florida
$272K -$6.86K -105 -2%
CAM
680
Cidel Asset Management
Ontario, Canada
$271K
FCA
681
FinTrust Capital Advisors
South Carolina
$270K
SA
682
SpiderRock Advisors
Delaware
$269K +$22.9K +351 +9%
MHR
683
Matthew Hamilton Rosenberg
$267K -$4.11K -63 -2%
ILI
684
Invesco LLC (Illinois)
Illinois
$266K +$9.27K +142 +4%
RSVP
685
Ramsay Stattman Vela & Price
Colorado
$266K -$20.4K -313 -7%
HIS
686
Horizon Investment Services
Indiana
$264K +$264K +4,046 New
MA
687
Montag & Associates
Georgia
$264K -$27K -410 -9%
AAP
688
Arax Advisory Partners
Colorado
$264K +$5.94K +91 +2%
JFA
689
JNBA Financial Advisors
Minnesota
$262K +$102K +1,558 +63%
MOS
690
MGO One Seven
Ohio
$260K +$260K +3,987 New
CGL
691
Clarius Group LLC
Washington
$260K +$977 +15 +0.4%
FTWA
692
Fifth Third Wealth Advisors
Ohio
$259K -$18.1K -277 -7%
MYIA
693
Mount Yale Investment Advisors
Colorado
$259K
KA
694
Kozak & Associates
Colorado
$258K -$13.8K -215 -5%
KA
695
Kure Advisory
Minnesota
$258K -$65 -1 -0%
HL
696
HeadInvest LLC
Maine
$257K
PCMK
697
Paragon Capital Management (Kansas)
Kansas
$257K
FPWM
698
FSB Premier Wealth Management
Iowa
$255K -$25.7K -394 -9%
CI
699
Conning Inc
Connecticut
$255K
PAM
700
Peak Asset Management
Colorado
$254K