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Xcel Energy

965 hedge funds and large institutions have $23.3B invested in Xcel Energy in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 390 increasing their positions, 330 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
-9
Holders Change %
-0.92%
% of All Funds
14.04%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
85
Increased
390
Reduced
330
Closed
80
Calls
$102M
Puts
$64.1M
Net Calls
+$37.7M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MMG
851
Monetary Management Group
Missouri
$26.7K
EWP
852
Elevation Wealth Partners
California
$26.4K +$53 +1 +0.2%
GI
853
GS Investments
Minnesota
$26.4K
CAS
854
Coppell Advisory Solutions
Texas
$26.4K +$26.4K +494 New
WIM
855
Westside Investment Management
California
$26.3K
C
856
Covestor
United Kingdom
$26K -$44.5K -831 -63%
CAL
857
Capital Analysts LLC
Pennsylvania
$25K +$4.4K +82 +21%
BGAI
858
Bruce G. Allen Investments
Colorado
$24.8K -$10.8K -202 -30%
T
859
Tidemark
California
$24.8K
CA
860
Continuum Advisory
Idaho
$24.1K +$21.1K +395 +693%
SIS
861
Strategic Investment Solutions
Illinois
$23.3K +$23.3K +400 New
JWM
862
Janiczek Wealth Management
Colorado
$23.1K -$10.1K -189 -30%
CP
863
Canopy Partners
Ohio
$22.5K -$4.65K -87 -17%
APC
864
Aspire Private Capital
North Carolina
$22K +$9.35K +175 +74%
TLA
865
Tanglewood Legacy Advisors
Texas
$21.9K
PCWA
866
Pacific Capital Wealth Advisors
California
$21.7K
HWA
867
Heritage Wealth Advisors
Virginia
$21.4K
CCA
868
Criterion Capital Advisors
Tennessee
$21.2K
RFS
869
Richardson Financial Services
Massachusetts
$20K +$20K +375 New
AAG
870
Armstrong Advisory Group
Massachusetts
$19K -$1.28K -24 -6%
POIA
871
Pin Oak Investment Advisors
Texas
$19K
GKIM
872
GW&K Investment Management
Massachusetts
$18K +$5.64K +103 +46%
WB
873
Webster Bank
Connecticut
$17.4K
OA
874
Operose Advisors
Wisconsin
$17.3K -$8.01K -150 -32%
TSMHT
875
Thurston Springer Miller Herd & Titak
Indiana
$16.8K +$16.8K +314 New