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Xcel Energy
XEL

Overview Fund Activity

519 hedge funds and large institutions have $10.7B invested in Xcel Energy in 2014 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 190 increasing their positions, 171 reducing their positions, and 23 closing their positions.

Holders
519
Holders Change
+15
Holders Change %
+2.98%
% of All Funds
15.07%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
41
Increased
190
Reduced
171
Closed
23
Calls
$2.17M
Puts
$758K
Net Calls
+$1.41M
Net Calls Change
-$1.69M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$266M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$135M
3
Millennium Management
3
Millennium Management
New York
$24.2M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$988M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$814M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$69.2M
2
Norges Bank
2
Norges Bank
Norway
$76.6M
3
State Street
3
State Street
Massachusetts
$737M
4
EA
4
Euclid Advisors
Connecticut
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$1.98M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$991M 32,601,724 +189,884 +0.6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$988M 32,512,755 +727,535 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$814M 26,774,573 +606,790 +2%
State Street
4
State Street
Massachusetts
$737M 24,231,096 -1,186,518 -5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$539M 17,734,945 +409,415 +2%
BIT
6
BlackRock Institutional Trust
California
$416M 13,683,279 +184,185 +1%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$369M 12,125,151 +205,832 +2%
BFA
8
BlackRock Fund Advisors
California
$360M 11,847,309 -351,586 -3%
Capital Research Global Investors
9
Capital Research Global Investors
California
$278M 9,131,000 – –
Fidelity Investments
10
Fidelity Investments
Massachusetts
$266M 8,738,846 +1,086,084 +14%
Artisan Partners
11
Artisan Partners
Wisconsin
$223M 7,349,670 -261,252 -3%
Northern Trust
12
Northern Trust
Illinois
$178M 5,869,146 -127,547 -2%
American Century Companies
13
American Century Companies
Missouri
$161M 5,292,793 -645,361 -11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$147M 4,827,066 +18,376 +0.4%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$135M 4,451,784 +802,700 +22%
Axa
16
Axa
France
$128M 4,222,305 +74,480 +2%
APG Asset Management
17
APG Asset Management
Netherlands
$127M 4,187,848 -142,478 -3%
BG
18
BlackRock Group
United Kingdom
$126M 4,136,136 +160,072 +4%
Capital World Investors
19
Capital World Investors
California
$122M 4,000,000 – –
Geode Capital Management
20
Geode Capital Management
Massachusetts
$113M 3,707,884 +33,209 +0.9%
Legal & General Group
21
Legal & General Group
United Kingdom
$112M 3,683,733 +103,420 +3%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$86.5M 2,846,175 +233,796 +9%
Invesco
23
Invesco
Georgia
$81.7M 2,688,765 +146,305 +6%
Norges Bank
24
Norges Bank
Norway
$76.6M 2,518,078 -2,583,890 -51%
UBS AM
25
UBS AM
Illinois
$76.4M 2,512,422 +170,525 +7%
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