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Xcel Energy
XEL

Overview Fund Activity

539 hedge funds and large institutions have $12.4B invested in Xcel Energy in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 192 increasing their positions, 164 reducing their positions, and 38 closing their positions.

Holders
539
Holders Change
+20
Holders Change %
+3.85%
% of All Funds
14.38%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.13%
New
65
Increased
192
Reduced
164
Closed
38
Calls
$3.09M
Puts
$676K
Net Calls
+$2.41M
Net Calls Change
+$998K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$219M
2
Swedbank
2
Swedbank
Sweden
$127M
3
State Street
3
State Street
Massachusetts
$939M
4
BFA
4
BlackRock Fund Advisors
California
$485M
5
EA
5
Euclid Advisors
Connecticut
$43.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$495M
2
Franklin Resources
2
Franklin Resources
California
$1B
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$10.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$593M
5
ARC
5
Absolute Return Capital
Massachusetts
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1B 27,888,108 +1,113,535 +4%
Franklin Resources
2
Franklin Resources
California
$1B 27,841,700 -4,760,024 -15%
State Street
3
State Street
Massachusetts
$939M 26,153,296 +1,922,200 +8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$593M 16,513,835 -1,221,110 -7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$495M 13,788,150 -18,724,605 -58%
BIT
6
BlackRock Institutional Trust
California
$495M 13,767,563 +84,284 +0.6%
BFA
7
BlackRock Fund Advisors
California
$485M 13,502,677 +1,655,368 +14%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$457M 12,726,964 +601,813 +5%
Capital Research Global Investors
9
Capital Research Global Investors
California
$328M 9,131,000 – –
Fidelity Investments
10
Fidelity Investments
Massachusetts
$326M 9,080,085 +341,239 +4%
Artisan Partners
11
Artisan Partners
Wisconsin
$251M 6,998,330 -351,340 -5%
Millennium Management
12
Millennium Management
New York
$219M 6,107,714 +5,313,089 +669%
Northern Trust
13
Northern Trust
Illinois
$211M 5,870,662 +1,516 +0%
American Century Companies
14
American Century Companies
Missouri
$209M 5,809,925 +517,132 +10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$174M 4,836,108 +9,042 +0.2%
BG
16
BlackRock Group
United Kingdom
$162M 4,512,212 +376,076 +9%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$160M 4,466,884 +15,100 +0.3%
Axa
18
Axa
France
$154M 4,295,222 +72,917 +2%
Capital World Investors
19
Capital World Investors
California
$144M 4,000,000 – –
Geode Capital Management
20
Geode Capital Management
Massachusetts
$138M 3,834,598 +126,714 +3%
APG Asset Management
21
APG Asset Management
Netherlands
$129M 3,595,278 -592,570 -14%
Legal & General Group
22
Legal & General Group
United Kingdom
$128M 3,554,414 -129,319 -4%
Swedbank
23
Swedbank
Sweden
$127M 3,527,480 +3,527,480 New
Nordea Investment Management
24
Nordea Investment Management
Sweden
$114M 3,167,512 +321,337 +11%
Invesco
25
Invesco
Georgia
$99.5M 2,770,197 +81,432 +3%
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