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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 %
DMBA
876
Deseret Mutual Benefit Administrators
Utah
$47.8K -$12.5K -202 -21%
CFD
877
Creative Financial Designs
Indiana
$47.1K +$7.06K +114 +18%
VWM
878
Venturi Wealth Management
Texas
$47K +$557 +9 +1%
EL
879
EMFO LLC
Florida
$46.1K
JWM
880
Janiczek Wealth Management
Colorado
$45.7K -$22.8K -367 -33%
BIA
881
Bell Investment Advisors
California
$45K +$5.02K +81 +13%
GWS
882
Glassman Wealth Services
Virginia
$44.4K +$10.6K +171 +31%
SFCL
883
Strengthening Families & Communities LLC
Massachusetts
$42.7K -$928 -15 -2%
ME
884
McIlrath & Eck
Washington
$42.4K +$372 +6 +0.9%
TCM
885
Tradewinds Capital Management
Washington
$41.6K
LWA
886
Lowe Wealth Advisors
Maryland
$40.7K
Loomis, Sayles & Company
887
Loomis, Sayles & Company
Massachusetts
$39K -$29.6K -485 -43%
SGC
888
Slocum, Gordon & Co
Rhode Island
$37.1K
TFGT
889
TS Financial Group (TSFG)
Illinois
$37K -$1.47K -24 -4%
RIL
890
Rothschild Investment LLC
Illinois
$36.4K +$36.4K +588 New
TFIPS
891
Towarzystwo Funduszy Inwestycyjnych PZU SA
$35.9K +$35.9K +580 New
PSB
892
Piscataqua Savings Bank
New Hampshire
$35.6K
QL
893
Quarry LP
New York
$34.4K +$34.4K +556 New
AA
894
Addison Advisors
Vermont
$33K -$16.5K -267 -33%
LIA
895
Luken Investment Analytics
Tennessee
$32.6K
CCA
896
Catalyst Capital Advisors
New York
$32.1K +$6.87K +111 +27%
TSW
897
Thompson Siegel & Walmsley
Virginia
$31K -$1.54K -25 -5%
AIC
898
Archer Investment Corporation
Indiana
$31K
PFP
899
Pinnacle Financial Partners
Tennessee
$31K
MMG
900
Monetary Management Group
Missouri
$31K