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Xcel Energy

1,100 hedge funds and large institutions have $33.6B invested in Xcel Energy in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 449 increasing their positions, 303 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+80
Holders Change %
+7.84%
% of All Funds
14.65%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.17%
New
164
Increased
449
Reduced
303
Closed
67
Calls
$161M
Puts
$26.5M
Net Calls
+$134M
Net Calls Change
+$72.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
1001
Gables Capital Management
Florida
$17.8K
CW
1002
Curio Wealth
Maryland
$17.5K +$17.5K +259 New
JWA
1003
JFS Wealth Advisors
Pennsylvania
$17.4K
SL
1004
Salomon & Ludwin
Virginia
$17.3K -$1.62K -24 -9%
MLA
1005
MB, Levis & Associates
Pennsylvania
$16.9K +$16.9K +250 New
AAG
1006
Armstrong Advisory Group
Massachusetts
$16.5K
NRG
1007
Nemes Rush Group
Michigan
$16.1K +$135 +2 +0.8%
OP
1008
ORG Partners
Indiana
$16K +$3.25K +48 +26%
DFA
1009
DHJJ Financial Advisors
Illinois
$15.9K
MCM
1010
MV Capital Management
Maryland
$15.8K +$1.69K +25 +12%
SAS
1011
Spurstone Advisory Services
Connecticut
$15.7K +$15.7K +233 New
LWANC
1012
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.5K
GWSA
1013
Global Wealth Strategies & Associates
Colorado
$15.4K
GP
1014
Greenline Partners
New York
$15.3K +$15.3K +226 New
SFG
1015
Stonebridge Financial Group
Pennsylvania
$15.3K +$15.3K +226 New
TWC
1016
TD Waterhouse Canada
Ontario, Canada
$15.2K +$8.44K +125 +125%
Loomis, Sayles & Company
1017
Loomis, Sayles & Company
Massachusetts
$15K +$15K +228 New
CJ
1018
Caitlin John
Michigan
$14.9K
AWM
1019
Atticus Wealth Management
Florida
$14.9K
WAM
1020
WFA Asset Management
Wisconsin
$13.9K +$68 +1 +0.5%
SCA
1021
Stuart Chaussee & Associates
California
$13.6K
PMIM
1022
Prudent Man Investment Management
Colorado
$13.5K +$13.5K +200 New
KHC
1023
Koesten Hirschmann & Crabtree
Kansas
$13K
DPW
1024
DiNuzzo Private Wealth
Pennsylvania
$12.9K
SWM
1025
Sugarloaf Wealth Management
Georgia
$12.6K