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Xcel Energy

964 hedge funds and large institutions have $29B invested in Xcel Energy in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 367 increasing their positions, 310 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
-14
Holders Change %
-1.43%
% of All Funds
15.43%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
90
Increased
367
Reduced
310
Closed
76
Calls
$101M
Puts
$14.4M
Net Calls
+$86.6M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GBT
951
Grove Bank & Trust
Florida
$1.35K
NFSG
952
Newbridge Financial Services Group
Florida
$1.15K -$4.18K -62 -78%
FSWA
953
Financial Synergies Wealth Advisors
Texas
$1.01K
PVH
954
Psagot Value Holdings
Israel
$1K -$255K -2,291 -100%
TFA
955
Transamerica Financial Advisors
Florida
$1K -$1.5K -15 -60%
AW
956
Avion Wealth
Texas
$1K +$1K +15 New
CCA
957
Column Capital Advisors
Indiana
$944 -$1.01K -15 -52%
WA
958
WestEnd Advisors
North Carolina
$809 -$841 -12 Closed
TFM
959
TFC Financial Management
Massachusetts
$742
ECM
960
Everence Capital Management
Indiana
$657 -$295 -4,370 -31%
TWD
961
True Wealth Design
Ohio
$473
LCM
962
Logan Capital Management
Pennsylvania
$472
UFF
963
USA Financial Formulas
Michigan
$472 +$472 +7 New
Kayne Anderson Rudnick Investment Management
964
Kayne Anderson Rudnick Investment Management
California
$67 +$67 +1 New
BWM
965
Baystate Wealth Management
Massachusetts
$67 +$67 +1 New
SFCL
966
Strengthening Families & Communities LLC
Massachusetts
$42 +5 +0.8%
Capital International Investors
967
Capital International Investors
California
-$130M -1,854,598 Closed
Balyasny Asset Management
968
Balyasny Asset Management
Illinois
-$67.1M -956,700 Closed
BA
969
Bridgewater Associates
Connecticut
-$13.3M -189,343 Closed
YCM
970
Yaupon Capital Management
New York
-$11.6M -165,500 Closed
Tudor Investment Corp
971
Tudor Investment Corp
Connecticut
-$5.25M -74,920 Closed
Koshinski Asset Management
972
Koshinski Asset Management
Illinois
-$4.03M -57,502 Closed
HCC
973
Hirtle Callaghan & Co
Pennsylvania
-$3.14M -44,800 Closed
Marshall Wace
974
Marshall Wace
United Kingdom
-$3.11M -44,300 Closed
AC
975
Allstate Corporation
Illinois
-$2.38M -33,943 Closed