XEL icon

Xcel Energy
XEL

Overview Fund Activity

704 hedge funds and large institutions have $17.9B invested in Xcel Energy in 2017 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 244 increasing their positions, 210 reducing their positions, and 37 closing their positions.

Holders
704
Holders Change
+66
Holders Change %
+10.34%
% of All Funds
15.99%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
107
Increased
244
Reduced
210
Closed
37
Calls
$9.82M
Puts
$593K
Net Calls
+$9.22M
Net Calls Change
+$2.93M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.61B
2
Ameriprise
2
Ameriprise
Minnesota
$394M
3
Boston Partners
3
Boston Partners
Massachusetts
$247M
4
Goldman Sachs
4
Goldman Sachs
New York
$191M
5
APG Asset Management
5
APG Asset Management
Netherlands
$103M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$480M
2
Millennium Management
2
Millennium Management
New York
$2.9M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$463M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$43.7M
5
Bank of America
5
Bank of America
North Carolina
$196M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$2.05B 42,686,068 +190,067 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.82B 37,798,075 +903,806 +2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.61B 33,562,731 +3,245,087 +11%
State Street
4
State Street
Massachusetts
$1.21B 25,165,570 -126,453 -0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.02B 21,180,305 +528,683 +3%
Franklin Resources
6
Franklin Resources
California
$480M 9,979,701 -3,926,600 -28%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$463M 9,627,793 -1,722,001 -15%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$460M 9,559,767 -738,944 -7%
Ameriprise
9
Ameriprise
Minnesota
$394M 8,184,978 +1,637,525 +25%
Northern Trust
10
Northern Trust
Illinois
$308M 6,396,415 +11,914 +0.2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$282M 5,880,242 +408,384 +7%
Boston Partners
12
Boston Partners
Massachusetts
$247M 5,126,143 +1,557,929 +44%
American Century Companies
13
American Century Companies
Missouri
$241M 5,013,517 +24,596 +0.5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$236M 4,913,949 +114,005 +2%
Legal & General Group
15
Legal & General Group
United Kingdom
$215M 4,472,131 +37,372 +0.8%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$204M 4,246,365 +909,489 +27%
Wells Fargo
17
Wells Fargo
California
$200M 4,164,727 +26,895 +0.6%
Bank of America
18
Bank of America
North Carolina
$196M 4,079,027 -1,086,923 -21%
Goldman Sachs
19
Goldman Sachs
New York
$191M 3,980,432 +1,314,088 +49%
Principal Financial Group
20
Principal Financial Group
Iowa
$188M 3,901,107 -20,419 -0.5%
Barrow, Hanley, Mewhinney & Strauss
21
Barrow, Hanley, Mewhinney & Strauss
Texas
$177M 3,670,377 -86,562 -2%
Victory Capital Management
22
Victory Capital Management
Texas
$174M 3,615,817 +303,541 +9%
Capital Research Global Investors
23
Capital Research Global Investors
California
$174M 3,615,000 – –
Bank of New York Mellon
24
Bank of New York Mellon
New York
$173M 3,601,553 +46,342 +1%
Cohen & Steers
25
Cohen & Steers
New York
$169M 3,517,145 -93,899 -3%
1
2 3 4 5