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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 %
C
926
Covestor
United Kingdom
$19K -$7.13K -116 -27%
VNA
927
Valley National Advisers
Pennsylvania
$19K +$3.86K +65 +25%
DWMG
928
DB Wealth Management Group
California
$18.8K
WBC
929
West Branch Capital
Massachusetts
$18.6K -$17K -275 -48%
CT
930
Cambridge Trust
Massachusetts
$18.6K -$805 -13 -4%
GEA
931
Glen Eagle Advisors
New Jersey
$18.6K
WIA
932
Wetzel Investment Advisors
Indiana
$18K +$18K +287 New
JWA
933
JFS Wealth Advisors
Pennsylvania
$17.5K +$5.94K +96 +52%
CTB
934
Country Trust Bank
Illinois
$17.1K -$16K -259 -48%
NL
935
NVWM LLC
Pennsylvania
$16.7K -$49.1K -787 -75%
DCM
936
Davis Capital Management
Florida
$16.5K +$16.5K +267 New
PWMG
937
Private Wealth Management Group
New Jersey
$16.5K +$16.5K +266 New
GCM
938
Gables Capital Management
Florida
$16.3K +$16.3K +264 New
AFS
939
Annapolis Financial Services
Maryland
$16K
TSWM
940
Tyler-Stone Wealth Management
Ohio
$15.5K
CWA
941
Core Wealth Advisors
Florida
$15.2K +$15.2K +246 New
DFA
942
DHJJ Financial Advisors
Illinois
$14.5K
NRG
943
Nemes Rush Group
Michigan
$14.5K +$124 +2 +0.9%
APC
944
Aspire Private Capital
North Carolina
$14.4K +$7.19K +116 +99%
LWANC
945
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.2K
AWM
946
Atticus Wealth Management
Florida
$14.2K
GWSA
947
Global Wealth Strategies & Associates
Colorado
$14.1K
RWPA
948
Richard W. Paul & Associates
Michigan
$13.2K +$6.38K +103 +93%
GKIM
949
GW&K Investment Management
Massachusetts
$13K +$1.86K +31 +17%
SCA
950
Stuart Chaussee & Associates
California
$12.5K