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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 %
WWP
1051
WR Wealth Planners
Missouri
$5.6K +$405 +6 +8%
PWMG
1052
Private Wealth Management Group
New Jersey
$5.27K
GLA
1053
Great Lakes Advisors
Illinois
$5.25K
CPBTD
1054
Central Pacific Bank - Trust Division
Hawaii
$5.13K
MWM
1055
Mascoma Wealth Management
New Hampshire
$5.06K
WA
1056
WPG Advisers
Maryland
$5.06K +$5.06K +75 New
HGERS
1057
Householder Group Estate & Retirement Specialist
Arizona
$5K -$69.1K -1,064 -93%
FIA
1058
FPC Investment Advisory
California
$4.97K +$4.97K +74 New
PAI
1059
Pittenger & Anderson Inc
Nebraska
$4.86K
WIM
1060
Westside Investment Management
California
$4.46K -$28.8K -426 -87%
S
1061
Sachetta
Massachusetts
$4.19K -$338 -5 -7%
GBT
1062
Grove Bank & Trust
Florida
$4.12K +$4.12K +61 New
EFMH
1063
E Fund Management (HK)
Hong Kong
$4K +$3.71K +51 +1,275%
TFM
1064
TFC Financial Management
Massachusetts
$3.85K
AIM
1065
Anchor Investment Management
South Carolina
$3.24K
CPG
1066
Cornerstone Planning Group
New Jersey
$3.1K +$337 +5 +12%
PP
1067
Pacifica Partners
Canada
$3.01K
GFL
1068
Granite FO LLC
New Hampshire
$2.63K
CF
1069
Conquis Financial
California
$2.36K +$2.36K +35 New
HWP
1070
Highline Wealth Partners
California
$2.3K +$1.76K +26 +325%
CSWM
1071
Cassady Schiller Wealth Management
Ohio
$2.3K +$2.3K +34 New
HIW
1072
Holos Integrated Wealth
Pennsylvania
$2.23K +$2.23K +33 New
SIC
1073
SJS Investment Consulting
Ohio
$2.09K -$135 -2 -6%
MAS
1074
MPWM Advisory Solutions
Georgia
$2.03K +$2.03K +30 New
KFI
1075
Key Financial Inc
Pennsylvania
$1.96K