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Xcel Energy

804 hedge funds and large institutions have $26.3B invested in Xcel Energy in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 273 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+14
Holders Change %
+1.77%
% of All Funds
17.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
76
Increased
274
Reduced
273
Closed
59
Calls
$23.5M
Puts
$16.3M
Net Calls
+$7.2M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AIS
776
Accurate Investment Solutions
Pennsylvania
$6K +$63 +1 +1%
BCA
777
Berman Capital Advisors
Georgia
$5K
PAI
778
Pittenger & Anderson Inc
Nebraska
$5K
CB
779
Community Bank
New York
$5K
SNT
780
Security National Trust
West Virginia
$5K
GWS
781
Glassman Wealth Services
Virginia
$5K +$1.77K +29 +55%
PC
782
Permanens Capital
New York
$4K
TFO
783
Tarbox Family Office
California
$4K
HGWM
784
Harvest Group Wealth Management
Massachusetts
$4K
SFSIG
785
San Francisco Sentry Investment Group
California
$4K
CBT
786
Capital Bank & Trust
California
$4K +$4K +62 New
NIC
787
Northwest Investment Counselors
Oregon
$4K +$4K +67 New
LGWM
788
Litman Gregory Wealth Management
California
$3K -$3K -47 -50%
CHC
789
City Holding Co
West Virginia
$3K
FWM
790
Focused Wealth Management
New York
$3K
DAM
791
Delta Asset Management
Tennessee
$3K +$3K +49 New
CCM
792
Copeland Capital Management
Pennsylvania
$2K -$5.08M -78,745 -100%
ADL
793
Asset Dedication LLC
California
$2K
AA
794
Advisory Alpha
Michigan
$1.79K +$1.79K +28 New
GT
795
Glenmede Trust
Pennsylvania
$1.2K -$62 -955 -5%
PFGIA
796
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$1.5K -21 -60%
WWM
797
Willingdon Wealth Management
North Carolina
$1K +$1K +12 New
EI
798
Ellevest Inc
New York
$1K +$1K +20 New
CFD
799
Creative Financial Designs
Indiana
$1K +$1K +23 New
AWM
800
Avior Wealth Management
Nebraska
$1K +$1K +29 New