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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 %
GI
901
GS Investments
Minnesota
$30.6K
CAS
902
Coppell Advisory Solutions
Texas
$30.6K +$30.6K +494 New
WIM
903
Westside Investment Management
California
$30.5K
RFA
904
Resurgent Financial Advisors
Georgia
$30.1K +$1.61K +26 +6%
ATC
905
Adirondack Trust Company
New York
$29.6K -$1.58K -30 -5%
UIA
906
Ulland Investment Advisors
Minnesota
$29K
T
907
Tidemark
California
$28.8K +$28.8K +465 New
MG
908
MilWealth Group
Wisconsin
$28.5K
EWP
909
Elevation Wealth Partners
California
$28.3K
SWS
910
SYSTM Wealth Solutions
Illinois
$27K +$27K +435 New
KC
911
Kepos Capital
New York
$27K +$14K +224 +108%
CAL
912
Capital Analysts LLC
Pennsylvania
$26K +$19.4K +323 +294%
TLA
913
Tanglewood Legacy Advisors
Texas
$25.4K
PCWA
914
Pacific Capital Wealth Advisors
California
$25.2K +$25.2K +407 New
TCWA
915
Turtle Creek Wealth Advisors
Texas
$25.1K +$25.1K +405 New
SIS
916
Strategic Investment Solutions
Illinois
$24.8K -$1.54M -24,800 -98%
HWA
917
Heritage Wealth Advisors
Virginia
$24.8K +$24.8K +400 New
CCA
918
Criterion Capital Advisors
Tennessee
$24.5K +$24.5K +396 New
AAG
919
Armstrong Advisory Group
Massachusetts
$23.5K
MCM
920
MV Capital Management
Maryland
$23.4K +$3.9K +63 +20%
POIA
921
Pin Oak Investment Advisors
Texas
$22K
USB
922
Union Savings Bank
Connecticut
$21.5K
BFPW
923
BOK Financial Private Wealth
Colorado
$21.4K
WB
924
Webster Bank
Connecticut
$20.1K
OA
925
Operose Advisors
Wisconsin
$20K -$15.9K -257 -44%