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Xcel Energy
XEL

Overview Fund Activity

638 hedge funds and large institutions have $17.6B invested in Xcel Energy in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 237 increasing their positions, 206 reducing their positions, and 37 closing their positions.

Holders
638
Holders Change
+5
Holders Change %
+0.79%
% of All Funds
15.93%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.17%
New
50
Increased
237
Reduced
206
Closed
37
Calls
$11.2M
Puts
$4.87M
Net Calls
+$6.29M
Net Calls Change
+$21.7M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$169M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$977M
3
BlackRock
3
BlackRock
New York
$2.01B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.44B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$487M

Top Sellers

1
CBOA
1
Commonwealth Bank of Australia
Australia
$2.71M
2
Millennium Management
2
Millennium Management
New York
$153M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$117M
4
Capital World Investors
4
Capital World Investors
California
$0
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$104M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$2.01B 42,496,001 +2,140,041 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.75B 36,894,269 +859,973 +2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.44B 30,317,644 +1,810,629 +6%
State Street
4
State Street
Massachusetts
$1.2B 25,292,023 +90,901 +0.4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$977M 20,651,622 +3,306,632 +19%
Franklin Resources
6
Franklin Resources
California
$658M 13,906,301 +6,373 +0%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$537M 11,349,794 -12,097 -0.1%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$487M 10,298,711 +1,583,187 +18%
Ameriprise
9
Ameriprise
Minnesota
$310M 6,547,453 +710,989 +12%
Northern Trust
10
Northern Trust
Illinois
$302M 6,384,501 +325,951 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$258M 5,471,858 +304,493 +6%
Bank of America
12
Bank of America
North Carolina
$244M 5,165,950 +1,392,283 +37%
American Century Companies
13
American Century Companies
Missouri
$236M 4,988,921 +20,811 +0.4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$227M 4,799,944 +345,178 +8%
Legal & General Group
15
Legal & General Group
United Kingdom
$210M 4,434,759 +214,654 +5%
Wells Fargo
16
Wells Fargo
California
$196M 4,137,832 +132,192 +3%
Principal Financial Group
17
Principal Financial Group
Iowa
$186M 3,921,526 +179,591 +5%
Barrow, Hanley, Mewhinney & Strauss
18
Barrow, Hanley, Mewhinney & Strauss
Texas
$178M 3,756,939 -21,371 -0.6%
Capital Research Global Investors
19
Capital Research Global Investors
California
$171M 3,615,000 – –
Cohen & Steers
20
Cohen & Steers
New York
$171M 3,611,044 +345,390 +11%
Boston Partners
21
Boston Partners
Massachusetts
$169M 3,568,214 +3,555,167 +27,249%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$168M 3,555,211 +50,445 +1%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$158M 3,336,876 +1,067,592 +47%
Victory Capital Management
24
Victory Capital Management
Texas
$157M 3,312,276 +15,085 +0.5%
Millennium Management
25
Millennium Management
New York
$153M 3,234,500 -2,721,292 -46%
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