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Xcel Energy
XEL

Overview Fund Activity

510 hedge funds and large institutions have $10.4B invested in Xcel Energy in 2014 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 181 increasing their positions, 182 reducing their positions, and 30 closing their positions.

Holders
510
Holders Change
+17
Holders Change %
+3.45%
% of All Funds
14.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
55
Increased
181
Reduced
182
Closed
30
Calls
$4.61M
Puts
$1.44M
Net Calls
+$3.17M
Net Calls Change
-$597K

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$237M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$887M
3
Ameriprise
3
Ameriprise
Minnesota
$65.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$314M
5
Jennison Associates
5
Jennison Associates
New York
$34.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$192M
2
Prudential Financial
2
Prudential Financial
New Jersey
$29.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$357M
4
Millennium Management
4
Millennium Management
New York
$6.65M
5
AC
5
Allstate Corporation
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$978M 32,204,010 +978,460 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$887M 29,231,180 +1,674,667 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$771M 25,380,139 +518,973 +2%
State Street
4
State Street
Massachusetts
$715M 23,548,476 -103,630 -0.4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$500M 16,481,555 -68,983 -0.4%
BIT
6
BlackRock Institutional Trust
California
$404M 13,309,805 -195,212 -1%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$357M 11,763,606 -693,076 -6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$314M 10,357,537 +1,412,000 +16%
BFA
9
BlackRock Fund Advisors
California
$314M 10,356,900 +62,079 +0.6%
Capital Research Global Investors
10
Capital Research Global Investors
California
$277M 9,131,000 – –
Artisan Partners
11
Artisan Partners
Wisconsin
$237M 7,820,721 +7,820,721 New
Goldman Sachs
12
Goldman Sachs
New York
$192M 6,314,879 -1,156,795 -15%
Northern Trust
13
Northern Trust
Illinois
$181M 5,951,448 -342,213 -5%
American Century Companies
14
American Century Companies
Missouri
$177M 5,831,259 +179,705 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$144M 4,739,016 -114,843 -2%
APG Asset Management
16
APG Asset Management
Netherlands
$130M 4,296,991 +12,442 +0.3%
Capital World Investors
17
Capital World Investors
California
$121M 4,000,000 – –
Axa
18
Axa
France
$120M 3,945,214 +1,331 +0%
BG
19
BlackRock Group
United Kingdom
$113M 3,717,448 -239,925 -6%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$112M 3,699,574 -35,404 -0.9%
Legal & General Group
21
Legal & General Group
United Kingdom
$112M 3,679,880 +78,905 +2%
DPIM
22
Duff & Phelps Investment Management
Illinois
$82M 2,700,000 – –
Nordea Investment Management
23
Nordea Investment Management
Sweden
$79.3M 2,611,584 +118,409 +5%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$78.6M 2,590,472 +215,580 +9%
Invesco
25
Invesco
Georgia
$75M 2,469,504 +441 +0%
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