Energy sector is in focus because of Iran, AI and California. Here are hedge funds' top plays

Hedge funds increased their positions in energy sector stocks during a period marked by tensions with Iran, growth in artificial intelligence power demands, and California's energy policies. The specific stocks and funds involved were not named in available reporting. Hedge fund portfolio allocations to energy companies shifted based on assessments of geopolitical risk, electricity consumption forecasts, and state-level regulatory changes.

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