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Xcel Energy
XEL

Overview Fund Activity

504 hedge funds and large institutions have $11.5B invested in Xcel Energy in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 200 increasing their positions, 148 reducing their positions, and 39 closing their positions.

Holders
504
Holders Change
-6
Holders Change %
-1.18%
% of All Funds
14.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
37
Increased
200
Reduced
148
Closed
39
Calls
$3.62M
Puts
$512K
Net Calls
+$3.1M
Net Calls Change
-$65K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$164M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.02B
3
State Street
3
State Street
Massachusetts
$819M
4
BFA
4
BlackRock Fund Advisors
California
$393M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$118M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$247M
2
Jennison Associates
2
Jennison Associates
New York
$0
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
LBG
4
Lloyds Banking Group
United Kingdom
$304K
5
SG Americas Securities
5
SG Americas Securities
New York
$5.49M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$1.04B 32,411,840 +207,830 +0.6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.02B 31,785,220 +2,554,040 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$843M 26,167,783 +787,644 +3%
State Street
4
State Street
Massachusetts
$819M 25,417,614 +1,869,138 +8%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$558M 17,325,530 +843,975 +5%
BIT
6
BlackRock Institutional Trust
California
$435M 13,499,094 +189,289 +1%
BFA
7
BlackRock Fund Advisors
California
$393M 12,198,895 +1,841,995 +18%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$384M 11,919,319 +155,713 +1%
Capital Research Global Investors
9
Capital Research Global Investors
California
$294M 9,131,000 – –
Fidelity Investments
10
Fidelity Investments
Massachusetts
$247M 7,652,762 -2,704,775 -26%
Artisan Partners
11
Artisan Partners
Wisconsin
$245M 7,610,922 -209,799 -3%
Goldman Sachs
12
Goldman Sachs
New York
$198M 6,136,003 -178,876 -3%
Northern Trust
13
Northern Trust
Illinois
$193M 5,996,693 +45,245 +0.8%
American Century Companies
14
American Century Companies
Missouri
$191M 5,938,154 +106,895 +2%
Norges Bank
15
Norges Bank
Norway
$164M 5,101,968 +2,681,831 +111%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$155M 4,808,690 +69,674 +1%
APG Asset Management
17
APG Asset Management
Netherlands
$140M 4,330,326 +33,335 +0.8%
Axa
18
Axa
France
$134M 4,147,825 +202,611 +5%
Capital World Investors
19
Capital World Investors
California
$129M 4,000,000 – –
BG
20
BlackRock Group
United Kingdom
$128M 3,976,064 +258,616 +7%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$118M 3,674,675 -24,899 -0.7%
Barrow, Hanley, Mewhinney & Strauss
22
Barrow, Hanley, Mewhinney & Strauss
Texas
$118M 3,649,084 +1,058,612 +41%
Legal & General Group
23
Legal & General Group
United Kingdom
$115M 3,580,313 -99,567 -3%
DPIM
24
Duff & Phelps Investment Management
Illinois
$87M 2,700,000 – –
Nordea Investment Management
25
Nordea Investment Management
Sweden
$84.2M 2,612,379 +795 +0%
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