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Xcel Energy

1,011 hedge funds and large institutions have $27.3B invested in Xcel Energy in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 367 increasing their positions, 324 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+88
Holders Change %
+9.53%
% of All Funds
14.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
167
Increased
367
Reduced
324
Closed
67
Calls
$155M
Puts
$32.9M
Net Calls
+$122M
Net Calls Change
+$59.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
851
Prestige Wealth Management Group
New Jersey
$70.7K -$3K -48 -4%
WAM
852
WFA Asset Management
Wisconsin
$69.4K -$68.1K -1,099 -50%
CUAMC
853
China Universal Asset Management Company
China
$68.8K -$59.4K -952 -46%
NSIM
854
North Star Investment Management
Illinois
$65.3K
BFS
855
Burkett Financial Services
South Carolina
$65K +$65K +1,049 New
CHA
856
Carmichael Hill & Associates
Maryland
$63.8K
WTA
857
Washington Trust Advisors
Massachusetts
$63.8K
FDCP
858
Foster Dykema Cabot & Partners
Massachusetts
$62.4K +$62.4K +1,000 New
HGERS
859
Householder Group Estate & Retirement Specialist
Arizona
$62K +$2.75K +45 +5%
BL
860
BFSG LLC
California
$61.6K +$61.6K +995 New
GG
861
Greenwood Gearhart
Arkansas
$61.3K +$61.3K +990 New
FCA
862
FinTrust Capital Advisors
South Carolina
$61.2K +$5.82K +94 +11%
TVWM
863
Tower View Wealth Management
Wisconsin
$61K +$1.99K +32 +3%
BHWM
864
Beaird Harris Wealth Management
Texas
$59.7K
AA
865
Ancora Advisors
Ohio
$59.4K
ETC
866
Exchange Traded Concepts
Oklahoma
$59.4K -$1.05K -17 -2%
IA
867
IFS Advisors
Kansas
$59.2K
CB
868
Centennial Bank
Arkansas
$58.6K
VCM
869
Versant Capital Management
Arizona
$58.4K +$248 +4 +0.4%
LS
870
Livforsakringsbolaget Skandia
Sweden
$57.9K +$37.4K +600 +182%
NFA
871
Northwest Financial Advisors
Virginia
$57.4K +$57.4K +927 New
BLC
872
Brown, Lisle/Cummings
Rhode Island
$55.8K +$36.7K +592 +191%
CAL
873
Capital Advisors Ltd
Ohio
$53K +$2.31K +37 +5%
HC
874
Hoese & Co
Minnesota
$50.9K
AT
875
Avalon Trust
New Mexico
$49.5K