XEL icon

Xcel Energy

1,101 hedge funds and large institutions have $33.6B invested in Xcel Energy in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 449 increasing their positions, 304 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,101
Holders Change
+80
Holders Change %
+7.84%
% of All Funds
14.66%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.17%
New
164
Increased
449
Reduced
304
Closed
67
Calls
$161M
Puts
$26.5M
Net Calls
+$134M
Net Calls Change
+$72.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
751
Ballast Advisors
Minnesota
$259K -$2.03K -30 -0.8%
OFS
752
OneAscent Financial Services
Alabama
$257K +$257K +3,811 New
PCI
753
Planning Center Inc
Illinois
$257K
FS
754
Financially Speaking
Colorado
$256K +$256K +3,798 New
VCM
755
Voleon Capital Management
California
$256K +$256K +3,797 New
PPWP
756
Premier Path Wealth Partners
New Jersey
$256K +$256K +3,795 New
MOS
757
MGO One Seven
Ohio
$256K -$13K -193 -5%
NW
758
NewEdge Wealth
Pennsylvania
$256K +$8.98K +133 +4%
PWH
759
Priebe Wealth Holdings
Minnesota
$254K +$41.6K +616 +20%
CGL
760
Clarius Group LLC
Washington
$253K -$16.7K -248 -6%
WJWM
761
Williams Jones Wealth Management
New York
$252K -$2.5K -37 -1%
GF
762
Gries Financial
Ohio
$251K +$43.7K +647 +21%
AWM
763
Accel Wealth Management
Iowa
$251K +$1.55K +23 +0.6%
MFIM
764
Mesirow Financial Investment Management
Illinois
$249K -$326K -4,833 -57%
TWP
765
Tyche Wealth Partners
Texas
$248K -$13.6K -202 -5%
VVP
766
Venture Visionary Partners
Ohio
$248K -$57.1K -845 -19%
FGA
767
Fortis Group Advisors
New Jersey
$247K +$743 +11 +0.3%
OWP
768
Obermeyer Wealth Partners
Colorado
$247K
SWM
769
Scissortail Wealth Management
Oklahoma
$246K +$246K +3,645 +91,125%
P
770
Pitcairn
Pennsylvania
$246K -$5.67K -84 -2%
CAI
771
Capital Advisors Inc
Oklahoma
$246K +$246K +3,636 New
MW
772
Marcum Wealth
Ohio
$245K +$15.9K +236 +7%
G
773
GenTrust
Florida
$243K +$10.5K +155 +4%
CI Investments Inc
774
CI Investments Inc
Ontario, Canada
$243K +$9.72K +144 +4%
BTWM
775
Brass Tax Wealth Management
Ohio
$241K +$2.03K +30 +0.8%