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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 %
NIG
901
NFJ Investment Group
Texas
$9.77K
OWA
902
Opal Wealth Advisors
New York
$9.24K +$4.49K +84 +94%
KFS
903
Kelly Financial Services
Massachusetts
$9.09K
FFO
904
Fortitude Family Office
Arizona
$9.08K +$9.08K +170 New
SN
905
Sittner & Nelson
Oregon
$9.03K +$9.03K +169 New
MG
906
MilWealth Group
Wisconsin
$7.91K -$16.7K -312 -68%
CWM
907
CarsonAllaria Wealth Management
Illinois
$7.26K +$54 +1 +0.7%
MWM
908
Mascoma Wealth Management
New Hampshire
$7.1K +$7.1K +133 New
FMP
909
Financial Management Professionals
Texas
$7K +$282 +5 +4%
CA
910
Crewe Advisors
Utah
$6.89K +$1.07K +20 +18%
OC
911
Oakworth Capital
Alabama
$6.46K
ACA
912
Atlas Capital Advisors
Wyoming
$5.77K +$5.34K +100 +1,250%
CWC
913
Carolinas Wealth Consulting
North Carolina
$5.42K +$2.18K +41 +67%
DSC
914
Duncker Streett & Co
Missouri
$5.34K
CB
915
CNB Bank
Pennsylvania
$5.34K
HIA
916
Harbor Investment Advisory
Maryland
$5.34K +$5.34K +100 New
TCM
917
Tributary Capital Management
Nebraska
$5.29K +$53 +1 +1%
TWC
918
TD Waterhouse Canada
Ontario, Canada
$5.24K
EC
919
EdgeRock Capital
Colorado
$5.13K +$5.13K +96 New
RTL
920
Red Tortoise LLC
Georgia
$5.07K
RWMG
921
Redwood Wealth Management Group
New Jersey
$4.97K +$4.97K +93 New
MA
922
MCF Advisors
Kentucky
$4.75K
HGA
923
Hobbs Group Advisors
South Carolina
$4.7K +$4.7K +88 New
SC
924
Swan Capital
Florida
$4.59K +$4.59K +86 New
AP
925
Aspect Partners
Virginia
$4.38K