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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 %
DAC
801
Dividend Assets Capital
South Carolina
$102K
Dimensional Fund Advisors
802
Dimensional Fund Advisors
Texas
$98.5K +$7.44K +106,095 +8%
Loomis, Sayles & Company
803
Loomis, Sayles & Company
Massachusetts
$96K +$21.5K +307 +29%
CA
804
Clearstead Advisors
Ohio
$94.4K +$40.6K +579 +75%
CSB
805
City State Bank
Iowa
$92K
TFS
806
TrustCore Financial Services
Tennessee
$92K +$15.4K +220 +20%
EWM
807
Endurance Wealth Management
Rhode Island
$86K
TCOV
808
Trust Company of Vermont
Vermont
$84.7K +$5.61K +80 +7%
SWA
809
SOA Wealth Advisors
New York
$84.2K +$350 +5 +0.4%
FMP
810
Financial Management Professionals
Texas
$82K
FCA
811
FinTrust Capital Advisors
South Carolina
$81.7K +$1.05K +15 +1%
O
812
Ossiam
France
$80.8K -$2.03M -29,008 -96%
WTA
813
Washington Trust Advisors
Massachusetts
$80.6K +$491 +7 +0.6%
MS
814
Madden Securities
Texas
$79.5K +$79.5K +1,134 New
WAS
815
Winch Advisory Services
Wisconsin
$78K +$560 +8 +0.7%
CFO
816
CVA Family Office
Colorado
$77.1K -$19.3K -275 -20%
AWM
817
Accurate Wealth Management
Florida
$74.9K +$74.9K +1,038 New
NSIM
818
North Star Investment Management
Illinois
$74K +$1.26K +18 +2%
HGERS
819
Householder Group Estate & Retirement Specialist
Arizona
$74K +$1.96K +28 +3%
C
820
Covestor
United Kingdom
$74K +$51.8K +737 +234%
BCWM
821
Bartlett & Co Wealth Management
Ohio
$73.5K
BC
822
Bartlett & Co
Ohio
$73K
NL
823
NVWM LLC
Pennsylvania
$72.3K
CHA
824
Carmichael Hill & Associates
Maryland
$72.2K
DMBA
825
Deseret Mutual Benefit Administrators
Utah
$71.2K -$60.5K -863 -46%