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Xcel Energy
XEL

Overview Fund Activity

633 hedge funds and large institutions have $16.9B invested in Xcel Energy in 2017 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 229 increasing their positions, 197 reducing their positions, and 44 closing their positions.

Holders
633
Holders Change
+9
Holders Change %
+1.44%
% of All Funds
15.81%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.22%
New
60
Increased
229
Reduced
197
Closed
44
Calls
$5.85M
Puts
$21.2M
Net Calls
-$15.4M
Net Calls Change
-$9.81M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.31B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$172M
3
Ameriprise
3
Ameriprise
Minnesota
$268M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$104M
5
Cohen & Steers
5
Cohen & Steers
New York
$150M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$225M
2
BlackRock
2
BlackRock
New York
$1.85B
3
Capital World Investors
3
Capital World Investors
California
$84.2M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$158M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$41M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.85B 40,355,960 -1,283,995 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.65B 36,034,296 +871,299 +2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.31B 28,507,015 +3,187,095 +13%
State Street
4
State Street
Massachusetts
$1.16B 25,201,122 -327,564 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$796M 17,344,990 -426,762 -2%
Franklin Resources
6
Franklin Resources
California
$638M 13,899,928 +85,566 +0.6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$521M 11,361,891 -174,822 -2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$400M 8,715,524 +213,730 +3%
Northern Trust
9
Northern Trust
Illinois
$278M 6,058,550 -83,668 -1%
Millennium Management
10
Millennium Management
New York
$273M 5,955,792 -327,371 -5%
Ameriprise
11
Ameriprise
Minnesota
$268M 5,836,464 +2,446,904 +72%
CBOA
12
Commonwealth Bank of Australia
Australia
$266M 5,789,794 +1,225,622 +27%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$237M 5,167,365 +103,671 +2%
American Century Companies
14
American Century Companies
Missouri
$228M 4,968,110 -46,100 -0.9%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$225M 4,900,373 -1,867,419 -28%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$204M 4,454,766 +29,403 +0.7%
Legal & General Group
17
Legal & General Group
United Kingdom
$194M 4,220,105 +78,890 +2%
Wells Fargo
18
Wells Fargo
California
$184M 4,005,640 -99,463 -2%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$173M 3,778,310 -22,405 -0.6%
Bank of America
20
Bank of America
North Carolina
$173M 3,773,667 +34,345 +0.9%
Principal Financial Group
21
Principal Financial Group
Iowa
$172M 3,741,935 +2,940,959 +367%
Capital Research Global Investors
22
Capital Research Global Investors
California
$166M 3,615,000 – –
Bank of New York Mellon
23
Bank of New York Mellon
New York
$161M 3,504,766 -253,987 -7%
AQR Capital Management
24
AQR Capital Management
Connecticut
$158M 3,448,252 -1,054,380 -23%
Victory Capital Management
25
Victory Capital Management
Texas
$151M 3,297,191 -48,806 -1%
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