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Xcel Energy
XEL

Overview Fund Activity

493 hedge funds and large institutions have $9.23B invested in Xcel Energy in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 196 reducing their positions, and 38 closing their positions.

Holders
493
Holders Change
+19
Holders Change %
+4.01%
% of All Funds
14.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
61
Increased
153
Reduced
196
Closed
38
Calls
$4.54M
Puts
$770K
Net Calls
+$3.77M
Net Calls Change
+$2.86M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$770M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$250M
3
Capital World Investors
3
Capital World Investors
California
$112M
4
BFA
4
BlackRock Fund Advisors
California
$288M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$49M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$348M
2
EAM
2
Edge Asset Management
Washington
$53.5M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$3.26M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$69M
5
PIA
5
Piedmont Investment Advisors
North Carolina
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$872M 31,225,550 +199,070 +0.6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$770M 27,556,513 +6,702,412 +32%
Vanguard Group
3
Vanguard Group
Pennsylvania
$695M 24,861,166 +275,865 +1%
State Street
4
State Street
Massachusetts
$661M 23,652,106 -389,940 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$462M 16,550,538 -682,837 -4%
BIT
6
BlackRock Institutional Trust
California
$377M 13,505,017 +146,608 +1%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$348M 12,456,682 -16,011,820 -56%
BFA
8
BlackRock Fund Advisors
California
$288M 10,294,821 +2,233,382 +28%
Capital Research Global Investors
9
Capital Research Global Investors
California
$255M 9,131,000 – –
Fidelity Investments
10
Fidelity Investments
Massachusetts
$250M 8,945,537 +4,351,773 +95%
Goldman Sachs
11
Goldman Sachs
New York
$209M 7,471,674 -683,191 -8%
Northern Trust
12
Northern Trust
Illinois
$176M 6,293,661 +30,241 +0.5%
American Century Companies
13
American Century Companies
Missouri
$158M 5,651,554 +424,172 +8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$136M 4,853,859 -222,680 -4%
APG Asset Management
15
APG Asset Management
Netherlands
$120M 4,284,549 +380,588 +10%
Capital World Investors
16
Capital World Investors
California
$112M 4,000,000 +4,000,000 New
BG
17
BlackRock Group
United Kingdom
$111M 3,957,373 +206,657 +6%
Axa
18
Axa
France
$110M 3,943,883 +416,400 +12%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$104M 3,734,978 +202,097 +6%
Legal & General Group
20
Legal & General Group
United Kingdom
$101M 3,600,975 +202,252 +6%
DPIM
21
Duff & Phelps Investment Management
Illinois
$75.4M 2,700,000 – –
Nordea Investment Management
22
Nordea Investment Management
Sweden
$69.7M 2,493,175 +586,046 +31%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$69M 2,470,710 -1,313,145 -35%
Invesco
24
Invesco
Georgia
$69M 2,469,063 -301,164 -11%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$66.4M 2,374,892 -7,528 -0.3%
1
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