XEL icon

Xcel Energy
XEL

Overview Fund Activity

474 hedge funds and large institutions have $9.29B invested in Xcel Energy in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 170 increasing their positions, 183 reducing their positions, and 44 closing their positions.

Holders
474
Holders Change
-20
Holders Change %
-4.05%
% of All Funds
15.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
28
Increased
170
Reduced
183
Closed
44
Calls
$1.92M
Puts
$1.01M
Net Calls
+$906K
Net Calls Change
+$237K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$786M
2
Franklin Resources
2
Franklin Resources
California
$857M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$576M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$127M
5
EAM
5
Edge Asset Management
Washington
$108M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$476M
2
Bank of America
2
Bank of America
North Carolina
$51.3M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$104M
4
BIT
4
BlackRock Institutional Trust
California
$369M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$520K
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$857M 31,026,480 +5,412,830 +21%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$786M 28,468,502 +7,106,168 +33%
Vanguard Group
3
Vanguard Group
Pennsylvania
$679M 24,585,301 +447,169 +2%
State Street
4
State Street
Massachusetts
$664M 24,042,046 -333,168 -1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$576M 20,854,101 +5,151,957 +33%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$476M 17,233,375 -3,540,022 -17%
BIT
7
BlackRock Institutional Trust
California
$369M 13,358,409 -1,627,856 -11%
Capital Research Global Investors
8
Capital Research Global Investors
California
$252M 9,131,000 – –
Goldman Sachs
9
Goldman Sachs
New York
$225M 8,154,865 +772,429 +10%
BFA
10
BlackRock Fund Advisors
California
$223M 8,061,439 -573,513 -7%
Northern Trust
11
Northern Trust
Illinois
$173M 6,263,420 -185,918 -3%
American Century Companies
12
American Century Companies
Missouri
$144M 5,227,382 +615,545 +13%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$140M 5,076,539 +89,848 +2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$127M 4,593,764 +4,407,758 +2,370%
EAM
15
Edge Asset Management
Washington
$108M 3,859,969 +1,937,390 +101%
APG Asset Management
16
APG Asset Management
Netherlands
$108M 3,903,961 +654,970 +20%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$104M 3,783,855 -1,790,469 -32%
BG
18
BlackRock Group
United Kingdom
$104M 3,750,716 -70,504 -2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$97.5M 3,532,881 +133,997 +4%
Axa
20
Axa
France
$97.4M 3,527,483 +49,327 +1%
Legal & General Group
21
Legal & General Group
United Kingdom
$93.8M 3,398,723 +337,963 +11%
Invesco
22
Invesco
Georgia
$76.5M 2,770,227 -80,354 -3%
DPIM
23
Duff & Phelps Investment Management
Illinois
$74.5M 2,700,000 -83,565 -3%
Prudential Financial
24
Prudential Financial
New Jersey
$74.1M 2,684,099 +351,273 +15%
Norges Bank
25
Norges Bank
Norway
$73.8M 2,673,509 +460,221 +21%
1
2 3 4 5