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Xcel Energy
XEL

Overview Fund Activity

540 hedge funds and large institutions have $12.6B invested in Xcel Energy in 2015 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 185 increasing their positions, 188 reducing their positions, and 32 closing their positions.

Holders
540
Holders Change
+12
Holders Change %
+2.27%
% of All Funds
15.09%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
46
Increased
185
Reduced
188
Closed
32
Calls
$3.53M
Puts
$595K
Net Calls
+$2.93M
Net Calls Change
+$1.01M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$829M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$901M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$253M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$714M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$153M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
Franklin Resources
2
Franklin Resources
California
$829M
3
Deutsche Bank
3
Deutsche Bank
Germany
$20.6M
4
American Century Companies
4
American Century Companies
Missouri
$146M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$23M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04B 29,416,237 +391,023 +1%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$901M 25,457,959 +5,124,461 +25%
State Street
3
State Street
Massachusetts
$872M 24,636,150 +795,867 +3%
Franklin Resources
4
Franklin Resources
California
$829M 23,413,736 -4,740,970 -17%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$829M 23,403,957 +5,651,186 +32%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$714M 20,154,324 +1,521,444 +8%
BIT
7
BlackRock Institutional Trust
California
$498M 14,053,015 -60,722 -0.4%
BFA
8
BlackRock Fund Advisors
California
$469M 13,240,730 +124,593 +0.9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$253M 7,143,626 +1,592,026 +29%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$206M 5,825,579 +263,891 +5%
Northern Trust
11
Northern Trust
Illinois
$204M 5,755,077 -75,411 -1%
Millennium Management
12
Millennium Management
New York
$177M 4,985,008 -226,152 -4%
BG
13
BlackRock Group
United Kingdom
$155M 4,364,546 +100,277 +2%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$153M 4,308,627 +1,331,270 +45%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$151M 4,259,479 -163,083 -4%
Barrow, Hanley, Mewhinney & Strauss
16
Barrow, Hanley, Mewhinney & Strauss
Texas
$150M 4,238,409 +1,912 +0%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$148M 4,193,789 +49,833 +1%
American Century Companies
18
American Century Companies
Missouri
$146M 4,119,785 -1,112,360 -21%
Axa
19
Axa
France
$144M 4,055,236 -49,004 -1%
Legal & General Group
20
Legal & General Group
United Kingdom
$142M 4,018,976 +78,744 +2%
Capital World Investors
21
Capital World Investors
California
$142M 4,000,000 – –
TCIM
22
TIAA CREF Investment Management
New York
$135M 3,811,588 +158,452 +4%
Capital Research Global Investors
23
Capital Research Global Investors
California
$128M 3,615,000 – –
EAM
24
Edge Asset Management
Washington
$118M 3,331,990 +218,843 +7%
Ameriprise
25
Ameriprise
Minnesota
$104M 2,922,538 +42,293 +1%
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